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NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameNEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN Benefits

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

NEWTON HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEWTON HEALTH SYSTEMS, INC.
Employer identification number (EIN):582155150
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01GREG RICHARDSON GREG RICHARDSON2016-10-12
0012014-01-01GREG RICHARDSON GREG RICHARDSON2015-10-15
0012013-01-01GREG RICHARDSON GREG RICHARDSON2014-10-13
0012012-01-01GREG RICHARDSON GREG RICHARDSON2013-10-14
0012011-01-01GREG RICHARDSON GREG RICHARDSON2012-10-08
0012009-01-01GREG RICHARDSON GREG RICHARDSON2010-10-14

Plan Statistics for NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2017: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,464
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,055
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-011,449
Total of all active and inactive participants2016-01-011,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,464
Number of participants with account balances2016-01-011,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,600
Total number of active participants reported on line 7a of the Form 55002015-01-011,025
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-011,005
Total of all active and inactive participants2015-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,055
Number of participants with account balances2015-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,947
Total number of active participants reported on line 7a of the Form 55002014-01-011,548
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-011,025
Total of all active and inactive participants2014-01-012,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-012,600
Number of participants with account balances2014-01-011,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,853
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01381
Total of all active and inactive participants2013-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01399
Number of participants with account balances2013-01-011,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,749
Total number of active participants reported on line 7a of the Form 55002012-01-01855
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01981
Total of all active and inactive participants2012-01-011,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-011,853
Number of participants with account balances2012-01-011,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,649
Total number of active participants reported on line 7a of the Form 55002011-01-01823
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01911
Total of all active and inactive participants2011-01-011,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-011,749
Number of participants with account balances2011-01-011,749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,545
Total number of active participants reported on line 7a of the Form 55002009-01-01684
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01875
Total of all active and inactive participants2009-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,565
Number of participants with account balances2009-01-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2017 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$413,021
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$16,181,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$16,180,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$0
Value of total assets at end of year2017-08-31$0
Value of total assets at beginning of year2017-08-31$15,768,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$520
Total interest from all sources2017-08-31$24,735
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$18,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$18,715
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Participant contributions at beginning of year2017-08-31$73,078
Participant contributions at beginning of year2017-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$292
Administrative expenses (other) incurred2017-08-31$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$-15,768,164
Value of net assets at end of year (total assets less liabilities)2017-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$15,768,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$10,787,229
Interest on participant loans2017-08-31$620
Interest earned on other investments2017-08-31$24,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$9,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$9,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$4,897,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$369,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Employer contributions (assets) at beginning of year2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$16,180,665
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31CARR, RIGGS & INGRAM
Accountancy firm EIN2017-08-31721396621
2016 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$3,128,753
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,755,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,616,855
Expenses. Certain deemed distributions of participant loans2016-12-31$68,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,218
Value of total assets at end of year2016-12-31$15,768,164
Value of total assets at beginning of year2016-12-31$48,394,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,763
Total interest from all sources2016-12-31$369,834
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,381
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$438,381
Administrative expenses professional fees incurred2016-12-31$60,195
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$73,078
Participant contributions at beginning of year2016-12-31$634,092
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$58,034
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,525
Administrative expenses (other) incurred2016-12-31$9,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-32,626,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,768,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,394,460
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$10,787,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,911,613
Interest on participant loans2016-12-31$21,200
Interest earned on other investments2016-12-31$348,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,943
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,897,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,713,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,317,320
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$75,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,616,855
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 name2016-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2016-12-31721396621
2015 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$3,288,673
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,412,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,328,698
Expenses. Certain deemed distributions of participant loans2015-12-31$79,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,854,302
Value of total assets at end of year2015-12-31$48,394,460
Value of total assets at beginning of year2015-12-31$48,518,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,829
Total interest from all sources2015-12-31$444,554
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$549,969
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$549,969
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,696,361
Participant contributions at end of year2015-12-31$634,092
Participant contributions at beginning of year2015-12-31$612,025
Participant contributions at end of year2015-12-31$58,034
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$192,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,411
Administrative expenses (other) incurred2015-12-31$3,829
Total non interest bearing cash at beginning of year2015-12-31$9,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-123,699
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,394,460
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,518,159
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$29,911,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,613,294
Interest on participant loans2015-12-31$20,744
Interest earned on other investments2015-12-31$423,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$17,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$17,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,713,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,122,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-560,152
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$965,073
Employer contributions (assets) at end of year2015-12-31$75,891
Employer contributions (assets) at beginning of year2015-12-31$138,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,328,698
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 name2015-12-31CARR, RIGGS & INGRAM
Accountancy firm EIN2015-12-31721396621
2014 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$5,967,441
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,574,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,524,169
Expenses. Certain deemed distributions of participant loans2014-12-31$44,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,182,732
Value of total assets at end of year2014-12-31$48,518,159
Value of total assets at beginning of year2014-12-31$45,125,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,953
Total interest from all sources2014-12-31$493,710
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$549,639
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$549,639
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
Contributions received from participants2014-12-31$1,614,237
Participant contributions at end of year2014-12-31$612,025
Participant contributions at beginning of year2014-12-31$416,860
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$691,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,431
Administrative expenses (other) incurred2014-12-31$5,953
Total non interest bearing cash at end of year2014-12-31$9,806
Total non interest bearing cash at beginning of year2014-12-31$9,806
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$3,393,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,518,159
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,125,125
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$29,613,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,499,290
Interest on participant loans2014-12-31$22,504
Interest earned on other investments2014-12-31$471,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$17,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,122,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,122,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,741,360
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$876,820
Employer contributions (assets) at end of year2014-12-31$138,122
Employer contributions (assets) at beginning of year2014-12-31$55,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,524,169
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 name2014-12-31CARR, RIGGS, & INGRAM
Accountancy firm EIN2014-12-31721396621
2013 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$21,566
Total income from all sources (including contributions)2013-12-31$9,039,277
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,108,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,956,415
Expenses. Certain deemed distributions of participant loans2013-12-31$142,843
Value of total corrective distributions2013-12-31$2,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,840,977
Value of total assets at end of year2013-12-31$45,125,125
Value of total assets at beginning of year2013-12-31$38,215,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,348
Total interest from all sources2013-12-31$586,071
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$420,286
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$420,286
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
Contributions received from participants2013-12-31$1,654,955
Participant contributions at end of year2013-12-31$416,860
Participant contributions at beginning of year2013-12-31$479,438
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$258,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$21,566
Administrative expenses (other) incurred2013-12-31$6,348
Total non interest bearing cash at end of year2013-12-31$9,806
Total non interest bearing cash at beginning of year2013-12-31$9,806
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$6,930,932
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,125,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,194,193
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$26,499,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,314,654
Interest on participant loans2013-12-31$16,425
Interest earned on other investments2013-12-31$569,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,122,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,344,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,191,943
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$927,357
Employer contributions (assets) at end of year2013-12-31$55,163
Employer contributions (assets) at beginning of year2013-12-31$43,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,956,415
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 name2013-12-31CARR, RIGGS, & INGRAM
Accountancy firm EIN2013-12-31721396621
2012 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$21,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,886
Total income from all sources (including contributions)2012-12-31$6,036,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,707,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,619,723
Expenses. Certain deemed distributions of participant loans2012-12-31$62,664
Value of total corrective distributions2012-12-31$21,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,591,295
Value of total assets at end of year2012-12-31$38,215,759
Value of total assets at beginning of year2012-12-31$33,880,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,551
Total interest from all sources2012-12-31$577,513
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$426,400
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$426,400
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
Contributions received from participants2012-12-31$1,622,036
Participant contributions at end of year2012-12-31$479,438
Participant contributions at beginning of year2012-12-31$598,838
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$111,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$21,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,886
Administrative expenses (other) incurred2012-12-31$3,551
Total non interest bearing cash at end of year2012-12-31$9,806
Total non interest bearing cash at beginning of year2012-12-31$9,806
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$4,329,331
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,194,193
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,864,862
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$20,314,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,694,108
Interest on participant loans2012-12-31$25,115
Interest earned on other investments2012-12-31$552,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$18,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$18,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,344,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,492,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,441,627
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$857,798
Employer contributions (assets) at end of year2012-12-31$43,270
Employer contributions (assets) at beginning of year2012-12-31$61,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,619,723
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 name2012-12-31CARR, RIGGS, & INGRAM
Accountancy firm EIN2012-12-31721396621
2011 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$15,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,497
Total income from all sources (including contributions)2011-12-31$2,868,701
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,114,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$947,208
Expenses. Certain deemed distributions of participant loans2011-12-31$146,646
Value of total corrective distributions2011-12-31$16,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,580,822
Value of total assets at end of year2011-12-31$33,880,748
Value of total assets at beginning of year2011-12-31$32,119,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,419
Total interest from all sources2011-12-31$543,641
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$317,610
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$317,610
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
Contributions received from participants2011-12-31$1,596,135
Participant contributions at end of year2011-12-31$598,838
Participant contributions at beginning of year2011-12-31$386,067
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$210,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,337
Administrative expenses (other) incurred2011-12-31$4,419
Total non interest bearing cash at end of year2011-12-31$9,806
Total non interest bearing cash at beginning of year2011-12-31$9,806
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$1,754,140
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,864,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,110,722
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$17,694,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,009,848
Interest on participant loans2011-12-31$23,950
Interest earned on other investments2011-12-31$519,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$18,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,492,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,692,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-573,372
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$774,083
Employer contributions (assets) at end of year2011-12-31$61,835
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$947,208
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$15,886
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,497
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 name2011-12-31LANEY BUTLER & KILLINGER
Accountancy firm EIN2011-12-31581895670
2010 : NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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$8,497
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$5,190,888
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,968,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,823,584
Expenses. Certain deemed distributions of participant loans2010-12-31$127,569
Value of total corrective distributions2010-12-31$8,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,419,101
Value of total assets at end of year2010-12-31$32,119,219
Value of total assets at beginning of year2010-12-31$28,888,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,584
Total interest from all sources2010-12-31$530,523
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$288,464
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$288,464
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
Contributions received from participants2010-12-31$1,577,143
Participant contributions at end of year2010-12-31$386,067
Participant contributions at beginning of year2010-12-31$357,261
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,337
Administrative expenses (other) incurred2010-12-31$8,584
Liabilities. Value of operating payables at end of year2010-12-31$8,497
Total non interest bearing cash at end of year2010-12-31$9,806
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$3,222,654
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,110,722
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,888,068
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$17,009,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,178,669
Interest on participant loans2010-12-31$26,533
Interest earned on other investments2010-12-31$503,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,692,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,352,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,952,800
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$830,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,823,584
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 name2010-12-31LANEY BOTELER & KILLINGER
Accountancy firm EIN2010-12-31581895670

Form 5500 Responses for NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN

2017: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS 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
2009: NEWTON HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN 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 – 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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $10,635
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,635
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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered2055
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $49,656
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,656
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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered1991
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,040
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,040
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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered1938
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $52,532
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,532
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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered1843
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $47,691
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,691
Amount paid for insurance broker fees0
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 numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45,405
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069126
Policy instance 1
Insurance contract or identification numberTA069126
Number of Individuals Covered1637
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36,519
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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