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PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PIEDMONT HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PIEDMONT HEALTH SERVICES
Employer identification number (EIN):560952737
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LYDIA MASON
0012016-01-01ROSALYN FREEMAN
0012015-10-01LYDIA F. MASON
0012014-10-01LYDIA MASON LYDIA MASON2016-07-15
0012013-10-01LYDIA MASON2015-07-15 LYDIA MASON2015-07-15
0012012-10-01LYDIA MASON LYDIA MASON2014-07-11
0012011-10-01LYDIA MASON LYDIA MASON2013-09-18
0012009-10-01LYDIA MASON
0012008-10-01

Plan Statistics for PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01911
Total number of active participants reported on line 7a of the Form 55002022-01-01595
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01240
Total of all active and inactive participants2022-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01848
Number of participants with account balances2022-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0185
2021: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01893
Total number of active participants reported on line 7a of the Form 55002021-01-01591
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01307
Total of all active and inactive participants2021-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01911
Number of participants with account balances2021-01-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0196
2020: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,022
Total number of active participants reported on line 7a of the Form 55002020-01-01577
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01309
Total of all active and inactive participants2020-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01893
Number of participants with account balances2020-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01920
Total number of active participants reported on line 7a of the Form 55002019-01-01647
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01366
Total of all active and inactive participants2019-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,022
Number of participants with account balances2019-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0175
2018: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01510
Total number of active participants reported on line 7a of the Form 55002018-01-01534
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01379
Total of all active and inactive participants2018-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01920
Number of participants with account balances2018-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0171
2017: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01753
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01320
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01324
Number of participants with account balances2017-01-01862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0184
2016: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01744
Total number of active participants reported on line 7a of the Form 55002016-01-01478
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01270
Total of all active and inactive participants2016-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01753
Number of participants with account balances2016-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0174
2015: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01752
Total number of active participants reported on line 7a of the Form 55002015-10-01498
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-01243
Total of all active and inactive participants2015-10-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01744
Number of participants with account balances2015-10-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0113
2014: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01665
Total number of active participants reported on line 7a of the Form 55002014-10-01500
Number of retired or separated participants receiving benefits2014-10-013
Number of other retired or separated participants entitled to future benefits2014-10-01248
Total of all active and inactive participants2014-10-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01752
Number of participants with account balances2014-10-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0143
2013: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01754
Total number of active participants reported on line 7a of the Form 55002013-10-01424
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01240
Total of all active and inactive participants2013-10-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01665
Number of participants with account balances2013-10-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01721
Total number of active participants reported on line 7a of the Form 55002012-10-01548
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-01206
Total of all active and inactive participants2012-10-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01754
Number of participants with account balances2012-10-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0120
2011: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01656
Total number of active participants reported on line 7a of the Form 55002011-10-01508
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01208
Total of all active and inactive participants2011-10-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01716
Number of participants with account balances2011-10-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0116
2009: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01566
Total number of active participants reported on line 7a of the Form 55002009-10-01415
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01186
Total of all active and inactive participants2009-10-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01602
Number of participants with account balances2009-10-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0138

Financial Data on PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,020,975
Total of all expenses incurred2022-12-31$4,265,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,064,279
Expenses. Certain deemed distributions of participant loans2022-12-31$17,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,132,459
Value of total assets at end of year2022-12-31$33,023,743
Value of total assets at beginning of year2022-12-31$39,310,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$184,145
Total interest from all sources2022-12-31$25,322
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$654,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$654,062
Administrative expenses professional fees incurred2022-12-31$79,011
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,079,335
Participant contributions at end of year2022-12-31$708,000
Participant contributions at beginning of year2022-12-31$605,585
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$344,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$604
Administrative expenses (other) incurred2022-12-31$105,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,286,400
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,023,743
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,310,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,876,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,153,316
Value of interest in pooled separate accounts at end of year2022-12-31$1,084,437
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,290,879
Interest on participant loans2022-12-31$24,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$354,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$259,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$259,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,848,261
Net investment gain/loss from pooled separate accounts2022-12-31$15,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,708,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,064,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,859,485
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,286,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,961,597
Expenses. Certain deemed distributions of participant loans2021-12-31$14,812
Value of total corrective distributions2021-12-31$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,360,109
Value of total assets at end of year2021-12-31$39,310,143
Value of total assets at beginning of year2021-12-31$34,737,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$309,577
Total interest from all sources2021-12-31$24,172
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$635,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$635,445
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,907,845
Participant contributions at end of year2021-12-31$605,585
Participant contributions at beginning of year2021-12-31$561,437
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$585
Administrative expenses (other) incurred2021-12-31$204,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,572,584
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,310,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,737,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$105,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,153,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,644,773
Value of interest in pooled separate accounts at end of year2021-12-31$1,290,879
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,222,974
Interest on participant loans2021-12-31$24,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$259,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$307,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$307,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,821,318
Net investment gain/loss from pooled separate accounts2021-12-31$18,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,452,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,961,597
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BKD, LLP
Accountancy firm EIN2021-12-31440160260
2020 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,782,035
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,020,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,684,404
Expenses. Certain deemed distributions of participant loans2020-12-31$18,335
Value of total corrective distributions2020-12-31$2,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,314,820
Value of total assets at end of year2020-12-31$34,737,559
Value of total assets at beginning of year2020-12-31$28,976,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$315,698
Total interest from all sources2020-12-31$24,394
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$555,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$555,838
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,737,540
Participant contributions at end of year2020-12-31$561,437
Participant contributions at beginning of year2020-12-31$509,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$863
Administrative expenses (other) incurred2020-12-31$231,950
Total non interest bearing cash at end of year2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,761,335
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,737,559
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,976,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$83,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,644,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,972,918
Value of interest in pooled separate accounts at end of year2020-12-31$1,222,974
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,281,448
Interest on participant loans2020-12-31$24,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$307,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$211,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$211,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,863,894
Net investment gain/loss from pooled separate accounts2020-12-31$23,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,529,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,684,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,161,509
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,075,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,892,745
Expenses. Certain deemed distributions of participant loans2019-12-31$2,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,226,439
Value of total assets at end of year2019-12-31$28,976,224
Value of total assets at beginning of year2019-12-31$22,890,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,592
Total interest from all sources2019-12-31$24,280
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$581,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$581,223
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,650,208
Participant contributions at end of year2019-12-31$509,633
Participant contributions at beginning of year2019-12-31$457,571
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$333
Administrative expenses (other) incurred2019-12-31$104,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,085,898
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,976,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,890,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$75,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,972,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,072,806
Value of interest in pooled separate accounts at end of year2019-12-31$1,281,448
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,185,830
Interest on participant loans2019-12-31$22,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$211,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$173,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$173,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,305,701
Net investment gain/loss from pooled separate accounts2019-12-31$23,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,481,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,892,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,931,522
Total of all expenses incurred2018-12-31$2,593,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,274,826
Expenses. Certain deemed distributions of participant loans2018-12-31$19,871
Value of total corrective distributions2018-12-31$214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,190,120
Value of total assets at end of year2018-12-31$22,890,326
Value of total assets at beginning of year2018-12-31$23,552,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$298,339
Total interest from all sources2018-12-31$34,120
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$508,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$508,176
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,453,023
Participant contributions at end of year2018-12-31$457,571
Participant contributions at beginning of year2018-12-31$298,737
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$403,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$198
Administrative expenses (other) incurred2018-12-31$232,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-661,728
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,890,326
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,552,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,072,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,078,510
Value of interest in pooled separate accounts at end of year2018-12-31$1,185,830
Value of interest in pooled separate accounts at beginning of year2018-12-31$680,250
Interest on participant loans2018-12-31$17,560
Interest earned on other investments2018-12-31$15,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$173,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$210,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$210,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$283,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,808,497
Net investment gain/loss from pooled separate accounts2018-12-31$7,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,333,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,274,826
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,045,656
Total of all expenses incurred2017-12-31$2,030,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,910,981
Expenses. Certain deemed distributions of participant loans2017-12-31$853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,734,053
Value of total assets at end of year2017-12-31$23,552,054
Value of total assets at beginning of year2017-12-31$19,536,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,284
Total interest from all sources2017-12-31$22,186
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$419,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$419,787
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,334,986
Participant contributions at end of year2017-12-31$298,737
Participant contributions at beginning of year2017-12-31$336,598
Participant contributions at beginning of year2017-12-31$48,436
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$132,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$339
Administrative expenses (other) incurred2017-12-31$66,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,015,538
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,552,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,536,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$51,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,078,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,874,291
Value of interest in pooled separate accounts at end of year2017-12-31$680,250
Value of interest in pooled separate accounts at beginning of year2017-12-31$567,827
Interest on participant loans2017-12-31$15,618
Interest earned on other investments2017-12-31$6,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$210,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$109,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$109,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$283,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$550,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,853,874
Net investment gain/loss from pooled separate accounts2017-12-31$15,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,266,349
Employer contributions (assets) at beginning of year2017-12-31$49,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,910,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,164,019
Total of all expenses incurred2016-12-31$2,387,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,209,217
Expenses. Certain deemed distributions of participant loans2016-12-31$1,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,752,260
Value of total assets at end of year2016-12-31$19,536,516
Value of total assets at beginning of year2016-12-31$17,759,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$176,595
Total interest from all sources2016-12-31$14,704
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$344,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$344,870
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,232,143
Participant contributions at end of year2016-12-31$336,598
Participant contributions at beginning of year2016-12-31$306,381
Participant contributions at end of year2016-12-31$48,436
Participant contributions at beginning of year2016-12-31$46,324
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$427,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$222
Administrative expenses (other) incurred2016-12-31$129,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,777,013
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,536,516
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,759,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$47,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,874,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,808,690
Value of interest in pooled separate accounts at end of year2016-12-31$567,827
Value of interest in pooled separate accounts at beginning of year2016-12-31$701,983
Interest on participant loans2016-12-31$10,226
Interest earned on other investments2016-12-31$4,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$109,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$57,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$57,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$550,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$796,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,047,899
Net investment gain/loss from pooled separate accounts2016-12-31$4,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,093,085
Employer contributions (assets) at end of year2016-12-31$49,318
Employer contributions (assets) at beginning of year2016-12-31$42,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,209,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,144,470
Total of all expenses incurred2015-12-31$241,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$216,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$604,661
Value of total assets at end of year2015-12-31$17,759,503
Value of total assets at beginning of year2015-12-31$16,856,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,816
Total interest from all sources2015-12-31$6,511
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$326,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$326,463
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$320,821
Participant contributions at end of year2015-12-31$306,381
Participant contributions at beginning of year2015-12-31$270,912
Participant contributions at end of year2015-12-31$46,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$222
Administrative expenses (other) incurred2015-12-31$14,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$902,930
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,759,503
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,856,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,808,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,217,928
Value of interest in pooled separate accounts at end of year2015-12-31$701,983
Value of interest in pooled separate accounts at beginning of year2015-12-31$544,671
Interest on participant loans2015-12-31$2,490
Interest earned on other investments2015-12-31$4,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$57,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$796,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$791,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$202,089
Net investment gain/loss from pooled separate accounts2015-12-31$4,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$283,840
Employer contributions (assets) at end of year2015-12-31$42,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$216,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,897,011
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$897,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$775,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,210,583
Value of total assets at end of year2015-09-30$16,856,573
Value of total assets at beginning of year2015-09-30$15,857,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$122,207
Total interest from all sources2015-09-30$11,775
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$301,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$301,126
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$1,137,046
Participant contributions at end of year2015-09-30$270,912
Participant contributions at beginning of year2015-09-30$133,147
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$15,811
Administrative expenses (other) incurred2015-09-30$100,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$999,201
Value of net assets at end of year (total assets less liabilities)2015-09-30$16,856,573
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$15,857,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$21,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$15,217,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$14,263,393
Value of interest in pooled separate accounts at end of year2015-09-30$544,671
Value of interest in pooled separate accounts at beginning of year2015-09-30$418,192
Interest on participant loans2015-09-30$9,913
Interest earned on other investments2015-09-30$1,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$31,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$17,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$17,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$791,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$1,025,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-660,685
Net investment gain/loss from pooled separate accounts2015-09-30$34,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,057,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$775,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BKD, LLP
Accountancy firm EIN2015-09-30440160260
2014 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$3,209,457
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,845,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,844,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,830,776
Value of total assets at end of year2014-09-30$15,857,372
Value of total assets at beginning of year2014-09-30$14,493,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,165
Total interest from all sources2014-09-30$46,705
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$391
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$957,825
Participant contributions at end of year2014-09-30$133,147
Participant contributions at beginning of year2014-09-30$118,540
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$117,738
Administrative expenses (other) incurred2014-09-30$1,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,364,240
Value of net assets at end of year (total assets less liabilities)2014-09-30$15,857,372
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$14,493,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$14,263,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$13,095,908
Value of interest in pooled separate accounts at end of year2014-09-30$418,192
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Interest on participant loans2014-09-30$4,550
Interest earned on other investments2014-09-30$42,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$17,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$1,025,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$1,278,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,330,696
Net investment gain/loss from pooled separate accounts2014-09-30$889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$755,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,844,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BKD, LLP
Accountancy firm EIN2014-09-30440160260
2013 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$44,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$3,314,268
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$861,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$831,604
Expenses. Certain deemed distributions of participant loans2013-09-30$29,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$764,188
Value of total assets at end of year2013-09-30$14,493,132
Value of total assets at beginning of year2013-09-30$11,995,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$632
Total interest from all sources2013-09-30$43,075
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$744,188
Participant contributions at end of year2013-09-30$118,540
Participant contributions at beginning of year2013-09-30$134,610
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$20,000
Other income not declared elsewhere2013-09-30$6,062
Administrative expenses (other) incurred2013-09-30$632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$2,452,629
Value of net assets at end of year (total assets less liabilities)2013-09-30$14,493,132
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$11,995,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$13,095,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$10,703,519
Interest on participant loans2013-09-30$6,900
Interest earned on other investments2013-09-30$36,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$1,278,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,157,785
Net investment gain/loss from pooled separate accounts2013-09-30$1,740,109
Net investment gain or loss from common/collective trusts2013-09-30$760,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$831,604
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30SIMMONS, RICHEY & COMPANY, P.C.
Accountancy firm EIN2013-09-30581539437
2012 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$7,301
Total transfer of assets from this plan2012-09-30$7,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$3,271,748
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$705,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$640,294
Expenses. Certain deemed distributions of participant loans2012-09-30$64,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,568,785
Value of total assets at end of year2012-09-30$11,995,914
Value of total assets at beginning of year2012-09-30$9,422,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$935
Total interest from all sources2012-09-30$35,988
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$250,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$789,563
Participant contributions at end of year2012-09-30$134,610
Participant contributions at beginning of year2012-09-30$65,316
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$81,109
Other income not declared elsewhere2012-09-30$2,736
Administrative expenses (other) incurred2012-09-30$935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$2,565,894
Value of net assets at end of year (total assets less liabilities)2012-09-30$11,995,914
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$9,422,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$10,703,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$8,318,442
Interest on participant loans2012-09-30$3,524
Interest earned on other investments2012-09-30$32,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,157,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,038,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,736
Net investment gain/loss from pooled separate accounts2012-09-30$1,664,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$698,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$640,294
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30SIMMONS, RICHEY & COMPANY, P.C.
Accountancy firm EIN2012-09-30581539437
2011 : PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$1,282,101
Total of all expenses incurred2011-09-30$322,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$307,947
Expenses. Certain deemed distributions of participant loans2011-09-30$14,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,481,981
Value of total assets at end of year2011-09-30$9,422,719
Value of total assets at beginning of year2011-09-30$8,463,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$670
Total interest from all sources2011-09-30$31,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$250,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$800,654
Participant contributions at end of year2011-09-30$65,316
Participant contributions at beginning of year2011-09-30$31,818
Other income not declared elsewhere2011-09-30$5,995
Administrative expenses (other) incurred2011-09-30$670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$959,446
Value of net assets at end of year (total assets less liabilities)2011-09-30$9,422,719
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$8,463,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$8,318,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$7,514,399
Interest on participant loans2011-09-30$2,485
Interest earned on other investments2011-09-30$29,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,038,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$917,056
Net investment gain/loss from pooled separate accounts2011-09-30$-237,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$681,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$307,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30SIMMONS, RICHEY & COMPANY, P.C.
Accountancy firm EIN2011-09-30581539437

Form 5500 Responses for PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN

2022: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PIEDMONT HEALTH SERVICES, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 1
Insurance contract or identification numberTA069660
Number of Individuals Covered848
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 1
Insurance contract or identification numberTA069660
Number of Individuals Covered911
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 1
Insurance contract or identification numberTA069660
Number of Individuals Covered893
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 1
Insurance contract or identification numberTA069660
Number of Individuals Covered997
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered920
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 2
Insurance contract or identification numberTA069660
Number of Individuals Covered920
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered862
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 2
Insurance contract or identification numberTA069660
Number of Individuals Covered862
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered704
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 2
Insurance contract or identification numberTA069660
Number of Individuals Covered704
Insurance policy start date2015-10-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069660
Policy instance 3
Insurance contract or identification numberTA069660
Number of Individuals Covered700
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069660
Policy instance 2
Insurance contract or identification numberTA069660
Number of Individuals Covered0
Insurance policy start date2014-10-01
Insurance policy end date2014-10-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered700
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered570
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $30,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,553
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069660
Policy instance 2
Insurance contract or identification numberTA069660
Number of Individuals Covered665
Insurance policy start date2014-08-29
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered754
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $26,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameCUSO FINANCIAL SERVICES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered716
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $22,732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFZ121
Policy instance 1
Insurance contract or identification numberVFZ121
Number of Individuals Covered653
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $20,577
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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