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WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN 401k Plan overview

Plan NameWESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN
Plan identification number 001

WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREAT SMOKIES HEALTH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:GREAT SMOKIES HEALTH FOUNDATION
Employer identification number (EIN):561967734
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about GREAT SMOKIES HEALTH FOUNDATION

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0417252

More information about GREAT SMOKIES HEALTH FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-10-01JOANN PALMER2016-12-07
0012014-10-01JOANN PALMER
0012013-10-01JOANN PALMER

Plan Statistics for WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN

401k plan membership statisitcs for WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN

Measure Date Value
2014: WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01761
Total number of active participants reported on line 7a of the Form 55002014-10-010
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01771
Total number of active participants reported on line 7a of the Form 55002013-10-010
Number of retired or separated participants receiving benefits2013-10-01233
Number of other retired or separated participants entitled to future benefits2013-10-01515
Total of all active and inactive participants2013-10-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0113
Total participants2013-10-01761

Financial Data on WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN

Measure Date Value
2015 : WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN 2015 401k financial data
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$237,912
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$2,630,776
Total loss/gain on sale of assets2015-09-30$-424,745
Total of all expenses incurred2015-09-30$24,339,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$23,920,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,423,357
Value of total assets at end of year2015-09-30$749,115
Value of total assets at beginning of year2015-09-30$22,219,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$418,870
Total interest from all sources2015-09-30$2,246
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$527,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$527,923
Administrative expenses professional fees incurred2015-09-30$300,661
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$508,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Administrative expenses (other) incurred2015-09-30$30,248
Total non interest bearing cash at end of year2015-09-30$2,137
Total non interest bearing cash at beginning of year2015-09-30$7,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-21,708,233
Value of net assets at end of year (total assets less liabilities)2015-09-30$511,203
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$22,219,436
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$87,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$238,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$20,841,824
Income. Interest from corporate debt instruments2015-09-30$2,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$1,370,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$1,370,521
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$101,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$2,423,357
Income. Dividends from common stock2015-09-30$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$23,920,139
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$237,912
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
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
Aggregate proceeds on sale of assets2015-09-30$61,451,132
Aggregate carrying amount (costs) on sale of assets2015-09-30$61,875,877
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 name2015-09-30PYA, PC
Accountancy firm EIN2015-09-30621511779
2014 : WESTCARE HEALTH SYSTEM RETIREMENT INCOME 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$9,473,431
Total loss/gain on sale of assets2014-09-30$2,739,240
Total of all expenses incurred2014-09-30$1,243,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$962,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$7,912,159
Value of total assets at end of year2014-09-30$22,219,436
Value of total assets at beginning of year2014-09-30$13,989,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$280,563
Total interest from all sources2014-09-30$72,898
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$238,691
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$85,949
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$22,390
Administrative expenses (other) incurred2014-09-30$109,404
Total non interest bearing cash at end of year2014-09-30$7,091
Total non interest bearing cash at beginning of year2014-09-30$64,572
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$8,230,416
Value of net assets at end of year (total assets less liabilities)2014-09-30$22,219,436
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$13,989,020
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
Investment advisory and management fees2014-09-30$153,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$20,841,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,779,652
Income. Interest from corporate debt instruments2014-09-30$72,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$1,370,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$330,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$330,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$17
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$1,355,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$-1,489,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
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$7,912,159
Income. Dividends from common stock2014-09-30$152,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$962,452
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$811,733
Contract administrator fees2014-09-30$17,713
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$9,624,701
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
Aggregate proceeds on sale of assets2014-09-30$39,905,659
Aggregate carrying amount (costs) on sale of assets2014-09-30$37,166,419
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 name2014-09-30PYA, PC
Accountancy firm EIN2014-09-30621511779

Form 5500 Responses for WESTCARE HEALTH SYSTEM RETIREMENT INCOME PLAN

2014: WESTCARE HEALTH SYSTEM RETIREMENT INCOME 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 – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WESTCARE HEALTH SYSTEM RETIREMENT INCOME 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 – TrustYes
2013-10-01Plan benefit arrangement - TrustYes

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