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ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATHENS REGIONAL HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATHENS REGIONAL HEALTH SERVICES, INC.
Employer identification number (EIN):581930582
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01VICKI CANSLER2019-08-14
0012017-01-01
0012016-01-01
0012015-01-01JOE B. STALLINGS,JR., CANNON FINANC WENDY COOK2016-10-12
0012014-01-01JOE B. STALLINGS,JR., CANNON FINANC WENDY COOK2015-10-02
0012013-01-01JOE B. STALLINGS WENDY COOK2014-10-13
0012012-01-01JOE B. STALLINGS,JR., CANNON FINANC WENDY COOK2013-10-14
0012011-01-01JOE B. STALLINGS,JR., CANNON FINANC GRANT TRIBBLE2012-10-11
0012010-01-01JOE B. STALLINGS,JR., CANNON FINANC GRANT TRIBBLE2011-10-14
0012009-01-01JOE B. STALLINGS,JR., CANNON FINANC W LARRY WEBB SENIOR VP CFO2010-09-29
0012009-01-01JOE B. STALLINGS,JR., CANNON FINANC W LARRY WEBB SENIOR VP CFO2010-09-24

Plan Statistics for ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2018: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,524
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,806
Total number of active participants reported on line 7a of the Form 55002017-01-013,563
Number of retired or separated participants receiving benefits2017-01-01103
Number of other retired or separated participants entitled to future benefits2017-01-01845
Total of all active and inactive participants2017-01-014,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-014,524
Number of participants with account balances2017-01-013,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
2016: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,737
Total number of active participants reported on line 7a of the Form 55002016-01-013,820
Number of retired or separated participants receiving benefits2016-01-01104
Number of other retired or separated participants entitled to future benefits2016-01-01866
Total of all active and inactive participants2016-01-014,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-014,806
Number of participants with account balances2016-01-013,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,767
Total number of active participants reported on line 7a of the Form 55002015-01-013,847
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-01811
Total of all active and inactive participants2015-01-014,729
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-014,737
Number of participants with account balances2015-01-013,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0174
2014: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,714
Total number of active participants reported on line 7a of the Form 55002014-01-013,919
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-01778
Total of all active and inactive participants2014-01-014,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-014,767
Number of participants with account balances2014-01-013,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0180
2013: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,670
Total number of active participants reported on line 7a of the Form 55002013-01-013,868
Number of retired or separated participants receiving benefits2013-01-01100
Number of other retired or separated participants entitled to future benefits2013-01-01730
Total of all active and inactive participants2013-01-014,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-014,714
Number of participants with account balances2013-01-013,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2012: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,467
Total number of active participants reported on line 7a of the Form 55002012-01-013,849
Number of retired or separated participants receiving benefits2012-01-0152
Number of other retired or separated participants entitled to future benefits2012-01-01754
Total of all active and inactive participants2012-01-014,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-014,670
Number of participants with account balances2012-01-013,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0186
2011: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,713
Total number of active participants reported on line 7a of the Form 55002011-01-013,803
Number of retired or separated participants receiving benefits2011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-01634
Total of all active and inactive participants2011-01-014,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-014,467
Number of participants with account balances2011-01-013,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0152
2010: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,584
Total number of active participants reported on line 7a of the Form 55002010-01-012,957
Number of retired or separated participants receiving benefits2010-01-0150
Number of other retired or separated participants entitled to future benefits2010-01-01701
Total of all active and inactive participants2010-01-013,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-013,713
Number of participants with account balances2010-01-013,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0182
2009: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,590
Total number of active participants reported on line 7a of the Form 55002009-01-012,916
Number of retired or separated participants receiving benefits2009-01-0150
Number of other retired or separated participants entitled to future benefits2009-01-01614
Total of all active and inactive participants2009-01-013,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-013,584
Number of participants with account balances2009-01-013,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0177

Financial Data on ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2018 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-11-01$0
Total transfer of assets from this plan2018-11-01$126,224,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-01$0
Total income from all sources (including contributions)2018-11-01$5,474,468
Total loss/gain on sale of assets2018-11-01$0
Total of all expenses incurred2018-11-01$43,554,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-01$43,497,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-01$2,594,598
Value of total assets at end of year2018-11-01$0
Value of total assets at beginning of year2018-11-01$164,303,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-01$56,948
Total interest from all sources2018-11-01$1,239,676
Total dividends received (eg from common stock, registered investment company shares)2018-11-01$1,767,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-01$0
Total dividends received from registered investment company shares (eg mutual funds)2018-11-01$1,767,277
Was this plan covered by a fidelity bond2018-11-01Yes
Value of fidelity bond cover2018-11-01$10,000,000
If this is an individual account plan, was there a blackout period2018-11-01No
Were there any nonexempt tranactions with any party-in-interest2018-11-01No
Participant contributions at beginning of year2018-11-01$0
Income. Received or receivable in cash from other sources (including rollovers)2018-11-01$2,594,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-01No
Value of net income/loss2018-11-01$-38,079,652
Value of net assets at end of year (total assets less liabilities)2018-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-01$164,303,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-01No
Were any leases to which the plan was party in default or uncollectible2018-11-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-01$113,082,557
Interest earned on other investments2018-11-01$1,239,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-11-01$51,221,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-01$-127,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-01No
Was there a failure to transmit to the plan any participant contributions2018-11-01No
Has the plan failed to provide any benefit when due under the plan2018-11-01No
Employer contributions (assets) at beginning of year2018-11-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-01$43,497,172
Contract administrator fees2018-11-01$56,948
Did the plan have assets held for investment2018-11-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-01Yes
Opinion of an independent qualified public accountant for this plan2018-11-01Disclaimer
Accountancy firm name2018-11-01MOORE COLSON
Accountancy firm EIN2018-11-01581653941
2017 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,864,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,838,854
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,102,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,017,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$702,711
Value of total assets at end of year2017-12-31$164,303,769
Value of total assets at beginning of year2017-12-31$150,702,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,584
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,513,706
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$4,513,706
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$702,711
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$11,736,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$164,303,769
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,702,530
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$113,082,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$94,668,066
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$51,221,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$47,122,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,622,437
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$8,911,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,017,444
Contract administrator fees2017-12-31$84,584
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 name2017-12-31MOORE COLSON
Accountancy firm EIN2017-12-31581653941
2016 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,725,848
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,191,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,111,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,334,437
Value of total assets at end of year2016-12-31$150,702,530
Value of total assets at beginning of year2016-12-31$140,168,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,261
Total interest from all sources2016-12-31$1,479,038
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,006,145
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$2,006,145
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$562,624
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$10,534,013
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,702,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$140,168,517
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$94,668,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$87,796,278
Interest earned on other investments2016-12-31$1,479,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$47,122,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$44,233,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,906,228
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$8,771,813
Employer contributions (assets) at end of year2016-12-31$8,911,813
Employer contributions (assets) at beginning of year2016-12-31$8,138,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,111,574
Contract administrator fees2016-12-31$80,261
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 name2016-12-31MOORE COLSON
Accountancy firm EIN2016-12-31581653941
2015 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,182,220
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,805,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,642,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,726,137
Value of total assets at end of year2015-12-31$140,168,517
Value of total assets at beginning of year2015-12-31$137,791,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$162,382
Total interest from all sources2015-12-31$1,383,913
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,869,728
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$2,869,728
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$680,751
Other income not declared elsewhere2015-12-31$80,604
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$2,377,011
Value of net assets at end of year (total assets less liabilities)2015-12-31$140,168,517
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,791,506
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$80,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$87,796,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,349,719
Interest earned on other investments2015-12-31$1,383,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$227,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$227,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$44,233,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$41,118,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,878,162
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
Contributions received in cash from employer2015-12-31$8,045,386
Employer contributions (assets) at end of year2015-12-31$8,138,359
Employer contributions (assets) at beginning of year2015-12-31$8,096,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,642,827
Contract administrator fees2015-12-31$81,778
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 name2015-12-31MOORE COLSON
Accountancy firm EIN2015-12-31581653941
2014 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,344,900
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,366,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,290,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,295,105
Value of total assets at end of year2014-12-31$137,791,506
Value of total assets at beginning of year2014-12-31$128,812,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,406
Total interest from all sources2014-12-31$1,303,238
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,810,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,810,152
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$263,920
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$8,978,542
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,791,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$128,812,964
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$88,349,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$81,709,115
Interest earned on other investments2014-12-31$1,303,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$227,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$274,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$274,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$41,118,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,896,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,936,405
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
Contributions received in cash from employer2014-12-31$8,031,185
Employer contributions (assets) at end of year2014-12-31$8,096,185
Employer contributions (assets) at beginning of year2014-12-31$7,933,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,290,952
Contract administrator fees2014-12-31$75,406
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 name2014-12-31MOORE COLSON
Accountancy firm EIN2014-12-31581653941
2013 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,454,604
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,274,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,195,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,161,305
Value of total assets at end of year2013-12-31$128,812,964
Value of total assets at beginning of year2013-12-31$108,632,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,094
Total interest from all sources2013-12-31$1,241,609
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,196,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,196,605
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 period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$247,986
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$20,180,436
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,812,964
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,632,528
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$81,709,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,082,269
Interest earned on other investments2013-12-31$1,241,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$274,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$237,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$237,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,896,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$35,555,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,855,085
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
Contributions received in cash from employer2013-12-31$7,913,319
Employer contributions (assets) at end of year2013-12-31$7,933,319
Employer contributions (assets) at beginning of year2013-12-31$7,757,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,195,074
Contract administrator fees2013-12-31$79,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MOORE COLSON
Accountancy firm EIN2013-12-31581653941
2012 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,288,485
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,319,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,244,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,686,951
Value of total assets at end of year2012-12-31$108,632,528
Value of total assets at beginning of year2012-12-31$96,663,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$74,205
Total interest from all sources2012-12-31$1,156,521
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,092,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,092,148
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 period2012-12-31Yes
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,823
Total non interest bearing cash at beginning of year2012-12-31$10
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$11,969,358
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,632,528
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$96,663,170
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$65,082,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$54,260,051
Interest earned on other investments2012-12-31$1,156,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$237,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$92,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$92,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,555,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,714,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,352,865
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
Contributions received in cash from employer2012-12-31$7,654,128
Employer contributions (assets) at end of year2012-12-31$7,757,755
Employer contributions (assets) at beginning of year2012-12-31$7,595,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,244,922
Contract administrator fees2012-12-31$74,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MOORE COLSON
Accountancy firm EIN2012-12-31581653941
2011 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,664,103
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,841,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,773,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,703,521
Value of total assets at end of year2011-12-31$96,663,170
Value of total assets at beginning of year2011-12-31$92,840,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,994
Total interest from all sources2011-12-31$992,698
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,287,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,287,249
Administrative expenses professional fees incurred2011-12-31$66,467
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 period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$107,637
Other income not declared elsewhere2011-12-31$5,772
Administrative expenses (other) incurred2011-12-31$1,011
Total non interest bearing cash at end of year2011-12-31$10
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,822,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$96,663,170
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,840,801
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$54,260,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$52,412,925
Interest earned on other investments2011-12-31$992,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$92,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,900,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,900,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,714,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,312,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,325,137
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
Contributions received in cash from employer2011-12-31$7,595,884
Employer contributions (assets) at end of year2011-12-31$7,595,884
Employer contributions (assets) at beginning of year2011-12-31$7,214,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,773,740
Contract administrator fees2011-12-31$516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MOORE COLSON
Accountancy firm EIN2011-12-31581653941
2010 : ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,456,106
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,926,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,864,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,529,615
Value of total assets at end of year2010-12-31$92,840,801
Value of total assets at beginning of year2010-12-31$80,311,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,968
Total interest from all sources2010-12-31$888,070
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$875,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$875,054
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$315,460
Administrative expenses (other) incurred2010-12-31$-90
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,529,254
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,840,801
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$80,311,547
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
Investment advisory and management fees2010-12-31$62,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$59,313,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,501,468
Interest earned on other investments2010-12-31$888,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,312,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,989,987
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,060,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,163,367
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
Contributions received in cash from employer2010-12-31$7,214,155
Employer contributions (assets) at end of year2010-12-31$7,214,155
Employer contributions (assets) at beginning of year2010-12-31$6,820,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,804,100
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 name2010-12-31LGG & ASSOCIATES
Accountancy firm EIN2010-12-31571153685

Form 5500 Responses for ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN

2018: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ATHENS REGIONAL HEALTH SERVICES INC., DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – 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 numberFA080023 0001
Policy instance 2
Insurance contract or identification numberFA080023 0001
Insurance policy start date2018-01-01
Insurance policy end date2018-11-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 1
Insurance contract or identification numberGP55537
Insurance policy start date2018-01-01
Insurance policy end date2018-11-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 2
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered572
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,527
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $12,527
Insurance broker organization code?3
Insurance broker nameCANNON FINANCIAL STRATEGISTS, INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 1
Insurance contract or identification numberGP55537
Number of Individuals Covered776
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 2
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered635
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,810
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?Yes
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 $12,810
Insurance broker organization code?3
Insurance broker nameCANNON FINANCIAL STRATEGISTS, INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 1
Insurance contract or identification numberGP55537
Number of Individuals Covered824
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 2
Insurance contract or identification numberGP55537
Number of Individuals Covered837
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 1
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered681
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,170
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?Yes
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 $13,170
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCANNON FINANCIAL STRATEGISTS, INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 2
Insurance contract or identification numberGP55537
Number of Individuals Covered873
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 1
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered719
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,388
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?Yes
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 $13,388
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCANNON FINANCIAL STRATEGISTS, INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 2
Insurance contract or identification numberGP55537
Number of Individuals Covered885
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 1
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered749
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,448
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 $13,448
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCANNON FINANCIAL STRATEGISTS, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 1
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered787
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,390
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP55537
Policy instance 2
Insurance contract or identification numberGP55537
Number of Individuals Covered695
Insurance policy start date2011-09-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA080023 0001
Policy instance 1
Insurance contract or identification numberFA080023 0001
Number of Individuals Covered818
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

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