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ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 401k Plan overview

Plan NameADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN
Plan identification number 002

ADVENTHEALTH CONSOLIDATED ERISA 403(B) 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ADVENTHEALTH BENEFITS ADMINISTRATION COMMITTEE has sponsored the creation of one or more 401k plans.

Company Name:ADVENTHEALTH BENEFITS ADMINISTRATION COMMITTEE
Employer identification number (EIN):592170012
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01RENA FREEMAN
0022023-01-01RENA FREEMAN
0022023-01-01RENA FREEMAN
0022022-01-01
0022022-01-01RENA FREEMAN
0022021-01-01
0022021-01-01RENA FREEMAN
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RENA FREEMAN
0022016-01-01RENA FREEMAN

Plan Statistics for ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN

401k plan membership statisitcs for ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN

Measure Date Value
2022: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,013
Total number of active participants reported on line 7a of the Form 55002022-01-012,678
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-012,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,765
Number of participants with account balances2022-01-012,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,380
Total number of active participants reported on line 7a of the Form 55002021-01-013,013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,013
Number of participants with account balances2021-01-013,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,189
Total number of active participants reported on line 7a of the Form 55002020-01-013,165
Number of retired or separated participants receiving benefits2020-01-01203
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-013,380
Number of participants with account balances2020-01-013,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,430
Total number of active participants reported on line 7a of the Form 55002019-01-013,189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,189
Number of participants with account balances2019-01-013,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,495
Total number of active participants reported on line 7a of the Form 55002018-01-013,229
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,229
Number of participants with account balances2018-01-013,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,836
Total number of active participants reported on line 7a of the Form 55002017-01-011,787
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,713
Total of all active and inactive participants2017-01-013,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,500
Number of participants with account balances2017-01-013,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,150
Total number of active participants reported on line 7a of the Form 55002016-01-012,877
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,877
Number of participants with account balances2016-01-012,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN

Measure Date Value
2022 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-18,356,486
Total of all expenses incurred2022-12-31$7,851,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,754,395
Value of total assets at end of year2022-12-31$70,400,859
Value of total assets at beginning of year2022-12-31$96,608,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,648
Total interest from all sources2022-12-31$460,543
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,352,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,352,836
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$389,471
Participant contributions at beginning of year2022-12-31$558,510
Administrative expenses (other) incurred2022-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,207,529
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,400,859
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$96,608,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$51,239,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,741,224
Interest on participant loans2022-12-31$23,202
Interest earned on other investments2022-12-31$436,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$34,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$34,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$34,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,736,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,274,385
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,292,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,169,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,462,114
Contract administrator fees2022-12-31$96,443
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
Total income from all sources (including contributions)2022-01-01$-18,356,486
Total of all expenses incurred2022-01-01$7,851,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,754,395
Value of total assets at end of year2022-01-01$70,400,859
Value of total assets at beginning of year2022-01-01$96,608,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$96,648
Total interest from all sources2022-01-01$460,543
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,352,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,352,836
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$389,471
Participant contributions at beginning of year2022-01-01$558,510
Administrative expenses (other) incurred2022-01-01$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-26,207,529
Value of net assets at end of year (total assets less liabilities)2022-01-01$70,400,859
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$96,608,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$51,239,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$76,741,224
Interest on participant loans2022-01-01$23,202
Interest earned on other investments2022-01-01$436,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$34,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$18,736,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$19,274,385
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$2,292,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-21,169,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,462,114
Contract administrator fees2022-01-01$96,443
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-01-01271728945
2021 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$12,193,533
Total of all expenses incurred2021-12-31$7,437,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,321,630
Value of total assets at end of year2021-12-31$96,608,388
Value of total assets at beginning of year2021-12-31$91,852,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,689
Total interest from all sources2021-12-31$481,472
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,949,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,949,255
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$558,510
Participant contributions at beginning of year2021-12-31$621,153
Administrative expenses (other) incurred2021-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,756,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$96,608,388
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,852,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,741,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,645,201
Interest on participant loans2021-12-31$30,465
Interest earned on other investments2021-12-31$451,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$34,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,274,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,551,535
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,357,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,762,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,963,735
Contract administrator fees2021-12-31$115,469
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,405,715
Total of all expenses incurred2020-12-31$6,929,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,704,990
Expenses. Certain deemed distributions of participant loans2020-12-31$34,344
Value of total corrective distributions2020-12-31$2,182
Value of total assets at end of year2020-12-31$91,852,174
Value of total assets at beginning of year2020-12-31$81,375,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$187,856
Total interest from all sources2020-12-31$530,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,144,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,144,721
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$621,153
Participant contributions at beginning of year2020-12-31$753,913
Administrative expenses (other) incurred2020-12-31$220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,476,343
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,852,174
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$81,375,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,645,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,217,091
Interest on participant loans2020-12-31$35,624
Interest earned on other investments2020-12-31$495,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$92
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,551,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,404,827
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,802,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,730,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,902,832
Contract administrator fees2020-12-31$187,636
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$2,872,368
Total income from all sources (including contributions)2019-12-31$14,370,184
Total of all expenses incurred2019-12-31$6,332,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,106,517
Expenses. Certain deemed distributions of participant loans2019-12-31$65,827
Value of total assets at end of year2019-12-31$81,375,831
Value of total assets at beginning of year2019-12-31$70,465,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$159,703
Total interest from all sources2019-12-31$568,508
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,209,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,209,640
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$753,913
Participant contributions at beginning of year2019-12-31$653,179
Administrative expenses (other) incurred2019-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,038,137
Value of net assets at end of year (total assets less liabilities)2019-12-31$81,375,831
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,465,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,217,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,204,097
Interest on participant loans2019-12-31$37,533
Interest earned on other investments2019-12-31$530,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,404,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,608,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,592,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,106,517
Contract administrator fees2019-12-31$159,478
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,576,090
Total of all expenses incurred2018-12-31$8,277,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,202,218
Expenses. Certain deemed distributions of participant loans2018-12-31$47,758
Value of total assets at end of year2018-12-31$70,465,326
Value of total assets at beginning of year2018-12-31$80,318,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,273
Total interest from all sources2018-12-31$31,143
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,631,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,631,085
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$653,179
Participant contributions at beginning of year2018-12-31$725,408
Administrative expenses (other) incurred2018-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,853,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,465,326
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,318,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,204,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,825,524
Interest on participant loans2018-12-31$31,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,608,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,767,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,238,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,202,218
Contract administrator fees2018-12-31$27,272
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$11,996,196
Total of all expenses incurred2017-12-31$8,467,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,282,523
Expenses. Certain deemed distributions of participant loans2017-12-31$33,447
Value of total assets at end of year2017-12-31$80,318,665
Value of total assets at beginning of year2017-12-31$76,789,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$151,412
Total interest from all sources2017-12-31$574,701
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,973,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,973,238
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$725,408
Participant contributions at beginning of year2017-12-31$629,893
Administrative expenses (other) incurred2017-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,528,814
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,318,665
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,789,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,825,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,637,212
Interest on participant loans2017-12-31$31,603
Interest earned on other investments2017-12-31$542,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,767,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,522,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,448,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,282,523
Contract administrator fees2017-12-31$151,132
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : ADVENTHEALTH CONSOLIDATED ERISA 403(B) 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$3,445,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,601,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,546,103
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$76,789,851
Value of total assets at beginning of year2016-12-31$83,946,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,881
Total interest from all sources2016-12-31$549,913
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,872,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,872,455
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$629,893
Participant contributions at beginning of year2016-12-31$602,794
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-7,156,654
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,789,851
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,946,505
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$53,637,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,660,654
Interest on participant loans2016-12-31$27,534
Interest earned on other investments2016-12-31$522,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,522,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,683,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,546,103
Contract administrator fees2016-12-31$55,870
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728495

Form 5500 Responses for ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN

2022: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953, VF6034
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953, VF6034
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953, VF6034
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6953
Policy instance 3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 2
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number29000
Policy instance 1

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