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CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 401k Plan overview

Plan NameCANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES
Plan identification number 001

CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CANDLER HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:CANDLER HEALTH SYSTEM, INC.
Employer identification number (EIN):581556997
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES

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
0012018-01-01RUSSELL BYRNSIDE
0012017-01-01JANICE C BROWN
0012016-01-01JANICE C BROWN
0012015-01-01JANICE C BROWN
0012014-01-01JANICE C BROWN
0012013-01-01JANICE C BROWN
0012012-01-01JANICE C BROWN
0012011-01-01JANICE C BROWN
0012009-01-01JANICE C BROWN

Plan Statistics for CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES

401k plan membership statisitcs for CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES

Measure Date Value
2022: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01169
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-01167
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01169
Number of participants with account balances2021-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-0121
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01136
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01174
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01178
Number of participants with account balances2019-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01191
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01186
Number of participants with account balances2018-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01191
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01201
Number of participants with account balances2016-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01186
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01207
Number of participants with account balances2015-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01224
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-0129
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01199
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01224
Number of participants with account balances2013-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01239
Number of participants with account balances2012-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01262
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01251
Number of participants with account balances2011-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01283
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01272
Number of participants with account balances2009-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES

Measure Date Value
2022 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-228,961
Total of all expenses incurred2022-12-31$122,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$122,950
Value of total assets at end of year2022-12-31$2,086,485
Value of total assets at beginning of year2022-12-31$2,438,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41
Total interest from all sources2022-12-31$42,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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
Participant contributions at end of year2022-12-31$369
Participant contributions at beginning of year2022-12-31$649
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Administrative expenses (other) incurred2022-12-31$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-351,952
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,086,485
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,438,437
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$862,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,152,571
Value of interest in pooled separate accounts at end of year2022-12-31$39,348
Value of interest in pooled separate accounts at beginning of year2022-12-31$38,814
Interest on participant loans2022-12-31$20
Interest earned on other investments2022-12-31$42,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,184,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,246,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-273,004
Net investment gain/loss from pooled separate accounts2022-12-31$1,163
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$122,950
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2022-12-31580914992
2021 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$204,369
Total of all expenses incurred2021-12-31$84,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$84,411
Value of total assets at end of year2021-12-31$2,438,437
Value of total assets at beginning of year2021-12-31$2,318,479
Total interest from all sources2021-12-31$43,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Participant contributions at end of year2021-12-31$649
Participant contributions at beginning of year2021-12-31$912
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1
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$119,958
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,438,437
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,318,479
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,152,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$994,720
Value of interest in pooled separate accounts at end of year2021-12-31$38,814
Value of interest in pooled separate accounts at beginning of year2021-12-31$38,342
Interest on participant loans2021-12-31$29
Interest earned on other investments2021-12-31$43,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,246,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,284,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$159,495
Net investment gain/loss from pooled separate accounts2021-12-31$1,148
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$84,411
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 name2021-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2021-12-31580914992
2020 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$237,372
Total of all expenses incurred2020-12-31$59,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$59,202
Value of total assets at end of year2020-12-31$2,318,479
Value of total assets at beginning of year2020-12-31$2,140,309
Total interest from all sources2020-12-31$44,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Participant contributions at end of year2020-12-31$912
Participant contributions at beginning of year2020-12-31$1,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2
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$178,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,318,479
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,140,309
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$994,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$819,546
Value of interest in pooled separate accounts at end of year2020-12-31$38,342
Value of interest in pooled separate accounts at beginning of year2020-12-31$37,225
Interest on participant loans2020-12-31$35
Interest earned on other investments2020-12-31$44,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,284,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,282,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$191,696
Net investment gain/loss from pooled separate accounts2020-12-31$1,117
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,202
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 name2020-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2020-12-31580914992
2019 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$209,143
Total of all expenses incurred2019-12-31$66,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,509
Value of total assets at end of year2019-12-31$2,140,309
Value of total assets at beginning of year2019-12-31$1,997,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$80
Total interest from all sources2019-12-31$44,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Participant contributions at end of year2019-12-31$1,321
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2
Administrative expenses (other) incurred2019-12-31$80
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$142,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,140,309
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,997,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$819,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$681,364
Value of interest in pooled separate accounts at end of year2019-12-31$37,225
Value of interest in pooled separate accounts at beginning of year2019-12-31$37,328
Interest on participant loans2019-12-31$11
Interest earned on other investments2019-12-31$44,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,282,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,279,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$163,534
Net investment gain/loss from pooled separate accounts2019-12-31$1,104
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,509
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 name2019-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2019-12-31580914992
2018 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,355
Total of all expenses incurred2018-12-31$163,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$163,598
Value of total assets at end of year2018-12-31$1,997,755
Value of total assets at beginning of year2018-12-31$2,151,998
Total interest from all sources2018-12-31$42,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-154,243
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,997,755
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,151,998
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$681,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$925,628
Value of interest in pooled separate accounts at end of year2018-12-31$37,328
Value of interest in pooled separate accounts at beginning of year2018-12-31$36,241
Interest on participant loans2018-12-31$1
Interest earned on other investments2018-12-31$42,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,279,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,189,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-34,412
Net investment gain/loss from pooled separate accounts2018-12-31$1,087
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$163,598
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 name2018-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2018-12-31580914992
2017 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$180,037
Total of all expenses incurred2017-12-31$87,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$87,676
Value of total assets at end of year2017-12-31$2,151,998
Value of total assets at beginning of year2017-12-31$2,059,637
Total interest from all sources2017-12-31$41,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Participant contributions at end of year2017-12-31$188
Participant contributions at beginning of year2017-12-31$430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4
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$92,361
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,151,998
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,059,637
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$925,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$824,324
Value of interest in pooled separate accounts at end of year2017-12-31$36,241
Value of interest in pooled separate accounts at beginning of year2017-12-31$35,185
Interest earned on other investments2017-12-31$41,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,189,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,199,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$137,576
Net investment gain/loss from pooled separate accounts2017-12-31$1,056
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$87,676
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 name2017-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2017-12-31580914992
2016 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$85,241
Total of all expenses incurred2016-12-31$106,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$106,524
Value of total assets at end of year2016-12-31$2,059,637
Value of total assets at beginning of year2016-12-31$2,080,920
Total interest from all sources2016-12-31$41,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Participant contributions at end of year2016-12-31$430
Participant contributions at beginning of year2016-12-31$661
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-21,283
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,059,637
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,080,920
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$824,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$826,231
Value of interest in pooled separate accounts at end of year2016-12-31$35,185
Value of interest in pooled separate accounts at beginning of year2016-12-31$26,281
Interest on participant loans2016-12-31$4
Interest earned on other investments2016-12-31$41,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,199,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,227,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,656
Net investment gain/loss from pooled separate accounts2016-12-31$808
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,524
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 name2016-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2016-12-31580914992
2015 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$52,563
Total of all expenses incurred2015-12-31$187,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$187,027
Value of total assets at end of year2015-12-31$2,080,920
Value of total assets at beginning of year2015-12-31$2,215,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$90
Total interest from all sources2015-12-31$43,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Participant contributions at end of year2015-12-31$661
Participant contributions at beginning of year2015-12-31$884
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7
Administrative expenses (other) incurred2015-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-134,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,080,920
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,215,474
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$826,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$890,092
Value of interest in pooled separate accounts at end of year2015-12-31$26,281
Value of interest in pooled separate accounts at beginning of year2015-12-31$19,398
Interest on participant loans2015-12-31$17
Interest earned on other investments2015-12-31$43,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,227,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,305,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$8,192
Net investment gain/loss from pooled separate accounts2015-12-31$633
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$187,027
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 name2015-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2015-12-31580914992
2014 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$119,109
Total of all expenses incurred2014-12-31$176,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$176,563
Value of total assets at end of year2014-12-31$2,215,474
Value of total assets at beginning of year2014-12-31$2,272,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25
Total interest from all sources2014-12-31$46,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$884
Participant contributions at beginning of year2014-12-31$1,097
Administrative expenses (other) incurred2014-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-57,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,215,474
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,272,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$890,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$871,793
Value of interest in pooled separate accounts at end of year2014-12-31$19,398
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,171
Interest on participant loans2014-12-31$12
Interest earned on other investments2014-12-31$46,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,305,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,381,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$72,015
Net investment gain/loss from pooled separate accounts2014-12-31$556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$176,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2014-12-31580914992
2013 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$246,420
Total of all expenses incurred2013-12-31$617,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$617,019
Value of total assets at end of year2013-12-31$2,272,953
Value of total assets at beginning of year2013-12-31$2,643,552
Total interest from all sources2013-12-31$55,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,097
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-370,599
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,272,953
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,643,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$871,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$947,905
Value of interest in pooled separate accounts at end of year2013-12-31$18,171
Value of interest in pooled separate accounts at beginning of year2013-12-31$27,424
Interest on participant loans2013-12-31$4
Interest earned on other investments2013-12-31$55,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,381,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,668,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$190,422
Net investment gain/loss from pooled separate accounts2013-12-31$576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$617,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2013-12-31580914992
2012 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$149,239
Total of all expenses incurred2012-12-31$168,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$168,328
Value of total assets at end of year2012-12-31$2,643,552
Value of total assets at beginning of year2012-12-31$2,662,641
Total interest from all sources2012-12-31$58,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-19,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,643,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,662,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$947,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$906,232
Value of interest in pooled separate accounts at end of year2012-12-31$27,424
Value of interest in pooled separate accounts at beginning of year2012-12-31$50,303
Interest earned on other investments2012-12-31$58,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,668,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,706,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,013
Net investment gain/loss from pooled separate accounts2012-12-31$1,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$168,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DRAFFIN & TUCKER LLP
Accountancy firm EIN2012-12-31580914992
2011 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$72,547
Total of all expenses incurred2011-12-31$258,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$257,024
Expenses. Certain deemed distributions of participant loans2011-12-31$1,052
Value of total assets at end of year2011-12-31$2,662,641
Value of total assets at beginning of year2011-12-31$2,848,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20
Total interest from all sources2011-12-31$61,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$3,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30
Administrative expenses (other) incurred2011-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-185,549
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,662,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,848,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$906,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$942,572
Value of interest in pooled separate accounts at end of year2011-12-31$50,303
Value of interest in pooled separate accounts at beginning of year2011-12-31$72,516
Interest on participant loans2011-12-31$113
Interest earned on other investments2011-12-31$61,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,706,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,829,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$9,570
Net investment gain/loss from pooled separate accounts2011-12-31$1,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$257,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2011-12-31580914992
2010 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan2010-12-31$11,554
Total income from all sources (including contributions)2010-12-31$147,164
Total of all expenses incurred2010-12-31$212,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$205,976
Expenses. Certain deemed distributions of participant loans2010-12-31$6,749
Value of total assets at end of year2010-12-31$2,848,190
Value of total assets at beginning of year2010-12-31$2,925,305
Total interest from all sources2010-12-31$64,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$3,158
Participant contributions at beginning of year2010-12-31$12,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-65,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,848,190
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,925,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$942,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$920,398
Value of interest in pooled separate accounts at end of year2010-12-31$72,516
Value of interest in pooled separate accounts at beginning of year2010-12-31$96,894
Interest on participant loans2010-12-31$664
Interest earned on other investments2010-12-31$64,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,829,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,895,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$79,874
Net investment gain/loss from pooled separate accounts2010-12-31$2,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$205,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2010-12-31580914992
2009 : CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES

2022: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 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: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CANDLER HEALTH SYSTEM, INC. TAX DEFERRED PLAN FOR EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered169
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered178
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered186
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered191
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered207
Insurance policy start date2015-01-01
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered217
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered224
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered239
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered251
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA067720
Policy instance 1
Insurance contract or identification numberFA067720
Number of Individuals Covered262
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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