401k Plan data: BURKE MEDICAL CENTER 403(B) PLAN plan

BURKE MEDICAL CENTER 403(B) PLAN 401k Plan overview

Plan Name	BURKE MEDICAL CENTER 403(B) PLAN
Plan identification number	002

BURKE MEDICAL CENTER 403(B) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

BURKE MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name: BURKE MEDICAL CENTER

Employer identification number (EIN): 586002902

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKE MEDICAL CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ANDREW C. STRAUSS 2022-10-25
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-04-01 JERRY

Plan Statistics for BURKE MEDICAL CENTER 403(B) PLAN

401k plan membership statisitcs for BURKE MEDICAL CENTER 403(B) PLAN

Measure Date Value
2021: BURKE MEDICAL CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BURKE MEDICAL CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BURKE MEDICAL CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 160
Number of participants with account balances 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BURKE MEDICAL CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 129
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BURKE MEDICAL CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 157
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 157
Number of participants with account balances 2017-04-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0

Measure	Date	Value
2021: BURKE MEDICAL CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BURKE MEDICAL CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BURKE MEDICAL CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	160
Number of participants with account balances	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BURKE MEDICAL CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	129
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BURKE MEDICAL CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	157
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	157
Number of participants with account balances	2017-04-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0

Financial Data on BURKE MEDICAL CENTER 403(B) PLAN

Measure	Date	Value
2021 : BURKE MEDICAL CENTER 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$84,571
Total of all expenses incurred	2021-12-31	$45,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$40,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$31,148
Value of total assets at end of year	2021-12-31	$259,335
Value of total assets at beginning of year	2021-12-31	$219,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,754
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$28,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$28,758
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$31,148
Participant contributions at beginning of year	2021-12-31	$2,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$39,506
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$259,335
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$219,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$259,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$217,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$24,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$40,311
Contract administrator fees	2021-12-31	$3,463
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	DRAFFIN TUCKER
Accountancy firm EIN	2021-12-31	580914992
2020 : BURKE MEDICAL CENTER 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$64,601
Total of all expenses incurred	2020-12-31	$16,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$47,030
Value of total assets at end of year	2020-12-31	$219,829
Value of total assets at beginning of year	2020-12-31	$171,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,232
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,941
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$47,030
Participant contributions at end of year	2020-12-31	$2,283
Participant contributions at beginning of year	2020-12-31	$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$47,842
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$219,829
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$171,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$217,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$170,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,527
Contract administrator fees	2020-12-31	$2,404
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	DRAFFIN TUCKER
Accountancy firm EIN	2020-12-31	580914992
2019 : BURKE MEDICAL CENTER 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$64,095
Total of all expenses incurred	2019-12-31	$2,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$33,159
Value of total assets at end of year	2019-12-31	$171,987
Value of total assets at beginning of year	2019-12-31	$110,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,518
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,316
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$33,159
Participant contributions at end of year	2019-12-31	$1,107
Participant contributions at beginning of year	2019-12-31	$2,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$61,577
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$171,987
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$110,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$697
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$170,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$107,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$28,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contract administrator fees	2019-12-31	$1,821
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2019-12-31	560574444
2018 : BURKE MEDICAL CENTER 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$25,459
Total of all expenses incurred	2018-12-31	$10,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$37,299
Value of total assets at end of year	2018-12-31	$110,410
Value of total assets at beginning of year	2018-12-31	$95,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,900
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,332
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$37,299
Participant contributions at end of year	2018-12-31	$2,570
Participant contributions at beginning of year	2018-12-31	$1,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$15,160
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$110,410
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$95,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$107,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$93,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-13,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,399
Contract administrator fees	2018-12-31	$1,373
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2018-12-31	560574444
2017 : BURKE MEDICAL CENTER 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$96,087
Total of all expenses incurred	2017-12-31	$837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$88,243
Value of total assets at end of year	2017-12-31	$95,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$837
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$947
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$30,629
Participant contributions at end of year	2017-12-31	$1,517
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$57,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$95,250
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$95,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$203
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$93,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contract administrator fees	2017-12-31	$634
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2017-12-31	560574444

Form 5500 Responses for BURKE MEDICAL CENTER 403(B) PLAN

2021: BURKE MEDICAL CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BURKE MEDICAL CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BURKE MEDICAL CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BURKE MEDICAL CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BURKE MEDICAL CENTER 403(B) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	First time form 5500 has been submitted	Yes
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes

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BURKE MEDICAL GROUP, INC. 401(K) PLAN [EIN = 431643111]

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Company Name:	BURKE MEDICAL CENTER
Employer identification number (EIN):	586002902
NAIC Classification:	622000
NAIC Description:	Hospitals

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ANDREW C. STRAUSS	2022-10-25
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-04-01	JERRY