WELLMONT HEALTH SYSTEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2018 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total transfer of assets to this plan | 2018-06-30 | $26,864,881 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $37,212,711 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $21,314,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $21,078,188 |
| Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $-18,264 |
| Value of total corrective distributions | 2018-06-30 | $1,027 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $20,273,056 |
| Value of total assets at end of year | 2018-06-30 | $228,533,147 |
| Value of total assets at beginning of year | 2018-06-30 | $212,635,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $253,791 |
| Total interest from all sources | 2018-06-30 | $1,163,739 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $7,030,509 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $7,030,509 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $16,068,702 |
| Participant contributions at end of year | 2018-06-30 | $3,353,864 |
| Participant contributions at beginning of year | 2018-06-30 | $3,219,981 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $4,204,354 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $26,864,881 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $0 |
| Administrative expenses (other) incurred | 2018-06-30 | $479 |
| Total non interest bearing cash at end of year | 2018-06-30 | $190,255,309 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $15,897,969 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $228,533,147 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $212,635,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $20,205,585 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $160,991,186 |
| Interest on participant loans | 2018-06-30 | $154,802 |
| Interest earned on other investments | 2018-06-30 | $1,008,937 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $14,718,389 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $48,424,011 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $8,745,407 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $21,078,188 |
| Contract administrator fees | 2018-06-30 | $253,312 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | Yes |
| Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | PYA, P.C. |
| Accountancy firm EIN | 2018-06-30 | 621517792 |
| 2017 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
| Total income from all sources (including contributions) | 2017-06-30 | $38,675,408 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $11,876,302 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $11,683,541 |
| Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $2,967 |
| Value of total corrective distributions | 2017-06-30 | $4,719 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $17,004,662 |
| Value of total assets at end of year | 2017-06-30 | $212,635,178 |
| Value of total assets at beginning of year | 2017-06-30 | $185,836,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $185,075 |
| Total interest from all sources | 2017-06-30 | $1,155,538 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $4,754,418 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $4,754,418 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $14,409,956 |
| Participant contributions at end of year | 2017-06-30 | $3,219,981 |
| Participant contributions at beginning of year | 2017-06-30 | $2,659,919 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $2,594,706 |
| Administrative expenses (other) incurred | 2017-06-30 | $76 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $26,799,106 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $212,635,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $185,836,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $160,991,186 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $137,696,013 |
| Interest on participant loans | 2017-06-30 | $121,010 |
| Interest earned on other investments | 2017-06-30 | $1,034,528 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $48,424,011 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $45,480,140 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $15,760,790 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $11,683,541 |
| Contract administrator fees | 2017-06-30 | $184,999 |
| Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | RODEFER MOSS & CO., PLLC |
| Accountancy firm EIN | 2017-06-30 | 621690032 |
| 2016 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total transfer of assets to this plan | 2016-06-30 | $251,645 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
| Total income from all sources (including contributions) | 2016-06-30 | $14,371,720 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $11,581,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $11,379,052 |
| Expenses. Certain deemed distributions of participant loans | 2016-06-30 | $28,243 |
| Value of total corrective distributions | 2016-06-30 | $720 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $13,739,554 |
| Value of total assets at end of year | 2016-06-30 | $185,836,072 |
| Value of total assets at beginning of year | 2016-06-30 | $182,794,658 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $173,936 |
| Total interest from all sources | 2016-06-30 | $1,217,355 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $8,706,728 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $8,706,728 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $12,778,693 |
| Participant contributions at end of year | 2016-06-30 | $2,659,919 |
| Participant contributions at beginning of year | 2016-06-30 | $2,841,617 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $960,861 |
| Administrative expenses (other) incurred | 2016-06-30 | $150 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $2,789,769 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $185,836,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $182,794,658 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $137,696,013 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $137,693,061 |
| Interest on participant loans | 2016-06-30 | $109,204 |
| Interest earned on other investments | 2016-06-30 | $1,108,151 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $45,480,140 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $42,259,980 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-9,291,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $11,379,052 |
| Contract administrator fees | 2016-06-30 | $173,786 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | RODEFER MOSS & CO., PLLC |
| Accountancy firm EIN | 2016-06-30 | 621690032 |
| 2015 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $20,014,478 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $12,079,779 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $11,814,014 |
| Expenses. Certain deemed distributions of participant loans | 2015-06-30 | $106,779 |
| Value of total corrective distributions | 2015-06-30 | $126 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $13,687,694 |
| Value of total assets at end of year | 2015-06-30 | $182,794,658 |
| Value of total assets at beginning of year | 2015-06-30 | $174,859,959 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $158,860 |
| Total interest from all sources | 2015-06-30 | $1,180,826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $7,213,511 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $7,213,511 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $12,401,408 |
| Participant contributions at end of year | 2015-06-30 | $2,841,617 |
| Participant contributions at beginning of year | 2015-06-30 | $2,867,800 |
| Participant contributions at beginning of year | 2015-06-30 | $503,100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $1,286,286 |
| Administrative expenses (other) incurred | 2015-06-30 | $11,735 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $7,934,699 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $182,794,658 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $174,859,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $137,693,061 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $130,082,259 |
| Interest on participant loans | 2015-06-30 | $109,218 |
| Interest earned on other investments | 2015-06-30 | $1,071,608 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $42,259,980 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $41,406,800 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-2,067,553 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $11,814,014 |
| Contract administrator fees | 2015-06-30 | $147,125 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | ROEDEFER MOSS & CO., PLLC |
| Accountancy firm EIN | 2015-06-30 | 621690032 |
| 2014 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $35,981,025 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $12,976,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $12,562,272 |
| Expenses. Certain deemed distributions of participant loans | 2014-06-30 | $223,964 |
| Value of total corrective distributions | 2014-06-30 | $5,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $14,310,413 |
| Value of total assets at end of year | 2014-06-30 | $174,859,959 |
| Value of total assets at beginning of year | 2014-06-30 | $151,855,337 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $184,971 |
| Total interest from all sources | 2014-06-30 | $1,165,479 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $3,736,376 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $3,736,376 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $12,901,433 |
| Participant contributions at end of year | 2014-06-30 | $2,867,800 |
| Participant contributions at beginning of year | 2014-06-30 | $3,023,292 |
| Participant contributions at end of year | 2014-06-30 | $503,100 |
| Participant contributions at beginning of year | 2014-06-30 | $498,596 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $1,408,980 |
| Administrative expenses (other) incurred | 2014-06-30 | $11,067 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $23,004,622 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $174,859,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $151,855,337 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $130,082,259 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $109,106,436 |
| Interest on participant loans | 2014-06-30 | $108,795 |
| Interest earned on other investments | 2014-06-30 | $1,056,684 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $41,406,800 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $39,227,013 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $16,768,757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $12,562,272 |
| Contract administrator fees | 2014-06-30 | $173,904 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | ROEDEFER MOSS & CO., PLLC |
| Accountancy firm EIN | 2014-06-30 | 621690032 |
| 2013 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total transfer of assets from this plan | 2013-06-30 | $378,408 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $32,930,653 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $8,786,211 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $8,592,797 |
| Expenses. Certain deemed distributions of participant loans | 2013-06-30 | $-6,882 |
| Value of total corrective distributions | 2013-06-30 | $3,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $17,921,465 |
| Value of total assets at end of year | 2013-06-30 | $151,855,337 |
| Value of total assets at beginning of year | 2013-06-30 | $128,089,303 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $197,219 |
| Total interest from all sources | 2013-06-30 | $1,071,579 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $2,414,547 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $2,414,547 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $14,080,886 |
| Participant contributions at end of year | 2013-06-30 | $3,023,292 |
| Participant contributions at beginning of year | 2013-06-30 | $2,417,536 |
| Participant contributions at end of year | 2013-06-30 | $498,596 |
| Participant contributions at beginning of year | 2013-06-30 | $481,707 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $3,840,579 |
| Administrative expenses (other) incurred | 2013-06-30 | $9,945 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $24,144,442 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $151,855,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $128,089,303 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $109,106,436 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $90,753,810 |
| Interest on participant loans | 2013-06-30 | $93,641 |
| Interest earned on other investments | 2013-06-30 | $977,938 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $39,227,013 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $34,436,250 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $11,523,062 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $8,592,797 |
| Contract administrator fees | 2013-06-30 | $187,274 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | RODEFER MOSS & CO., PLLC |
| Accountancy firm EIN | 2013-06-30 | 621690032 |
| 2012 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-06-30 | $4,891,569 |
| Total income from all sources (including contributions) | 2012-06-30 | $11,554,206 |
| Total of all expenses incurred | 2012-06-30 | $13,681,054 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $13,446,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $11,963,656 |
| Value of total assets at end of year | 2012-06-30 | $128,089,303 |
| Value of total assets at beginning of year | 2012-06-30 | $125,324,582 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $234,898 |
| Total interest from all sources | 2012-06-30 | $72,365 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $1,739,955 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $1,739,955 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $11,643,860 |
| Participant contributions at end of year | 2012-06-30 | $2,417,536 |
| Participant contributions at beginning of year | 2012-06-30 | $2,762,934 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $319,796 |
| Other income not declared elsewhere | 2012-06-30 | $958,217 |
| Administrative expenses (other) incurred | 2012-06-30 | $234,898 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-2,126,848 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $128,089,303 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $125,324,582 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $90,753,810 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $89,665,181 |
| Interest on participant loans | 2012-06-30 | $72,365 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $34,436,250 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $32,526,009 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-3,179,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Employer contributions (assets) at end of year | 2012-06-30 | $481,707 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $370,458 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $13,446,156 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | KPMG LLP |
| Accountancy firm EIN | 2012-06-30 | 135565207 |
| 2011 : WELLMONT HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total transfer of assets to this plan | 2011-06-30 | $1,976,689 |
| Total income from all sources (including contributions) | 2011-06-30 | $30,792,708 |
| Total of all expenses incurred | 2011-06-30 | $9,109,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $8,900,631 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $11,299,765 |
| Value of total assets at end of year | 2011-06-30 | $125,324,582 |
| Value of total assets at beginning of year | 2011-06-30 | $101,664,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $208,633 |
| Total interest from all sources | 2011-06-30 | $63,979 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $1,411,670 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $1,411,670 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $10,664,132 |
| Participant contributions at end of year | 2011-06-30 | $2,762,934 |
| Participant contributions at beginning of year | 2011-06-30 | $2,402,151 |
| Participant contributions at end of year | 2011-06-30 | $370,458 |
| Participant contributions at beginning of year | 2011-06-30 | $311,916 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $635,633 |
| Other income not declared elsewhere | 2011-06-30 | $2,083,387 |
| Administrative expenses (other) incurred | 2011-06-30 | $208,633 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $21,683,444 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $125,324,582 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $101,664,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $89,665,181 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $68,507,758 |
| Interest on participant loans | 2011-06-30 | $63,979 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $32,526,009 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $30,442,624 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $15,933,907 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $8,900,631 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | KPMG LLP |
| Accountancy firm EIN | 2011-06-30 | 135565207 |
