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WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 401k Plan overview

Plan NameWELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN
Plan identification number 001

WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HAWKINS COUNTY MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:HAWKINS COUNTY MEMORIAL HOSPITAL
Employer identification number (EIN):621816368
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAFT SIMMONS2024-10-15
0012022-01-01TAFT SIMMONS2023-09-25
0012021-01-01TAFT SIMMONS2022-10-13
0012020-01-01TAFT SIMMONS2021-10-14
0012019-01-01TAFT SIMMONS2020-10-15
0012018-01-01TAFT SIMMONS2019-10-14
0012017-01-01HAMLIN J. WILSON
0012016-01-01HAMLIN J. WILSON
0012015-01-01HAMLIN J. WILSON
0012014-01-01HAMLIN J. WILSON
0012014-01-01HAMLIN J. WILSON
0012013-01-01HAMLIN J. WILSON
0012012-01-01HAMLIN J. WILSON
0012011-01-01HAMLIN J. WILSON
0012010-01-01HAMLIN J. WILSON
0012009-01-01HAMLIN J. WILSON
0012008-01-01HAMLIN J. WILSON
0012007-01-01HAMLIN J. WILSON
0012006-01-01HAMLIN J. WILSON HAMLIN J. WILSON2010-10-14

Plan Statistics for WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN

401k plan membership statisitcs for WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2023: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01145
Total number of active participants reported on line 7a of the Form 55002023-01-0191
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0119
Total of all active and inactive participants2023-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01110
Number of participants with account balances2023-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01193
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01193
Total participants2020-01-01193
Number of participants with account balances2020-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01255
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01311
Total participants2019-01-01311
Number of participants with account balances2019-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01336
Total number of active participants reported on line 7a of the Form 55002018-01-01259
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01314
Number of participants with account balances2018-01-01184
2017: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01352
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01336
Number of participants with account balances2017-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01360
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01349
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01326
Total number of active participants reported on line 7a of the Form 55002015-01-01278
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01358
Number of participants with account balances2015-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01324
Total number of active participants reported on line 7a of the Form 55002014-01-01232
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01306
Number of participants with account balances2014-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01312
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01311
Number of participants with account balances2013-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01313
Total number of active participants reported on line 7a of the Form 55002012-01-01232
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01299
Number of participants with account balances2012-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01312
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01313
Number of participants with account balances2011-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01269
Total number of active participants reported on line 7a of the Form 55002010-01-01206
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01274
Total participants2010-01-01274
Number of participants with account balances2010-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01303
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01238
Number of participants with account balances2009-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016
2008: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01362
Total number of active participants reported on line 7a of the Form 55002008-01-01182
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0196
Total of all active and inactive participants2008-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01278
Number of participants with account balances2008-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0111
2007: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01240
Total number of active participants reported on line 7a of the Form 55002007-01-01135
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-01103
Total of all active and inactive participants2007-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01238
Number of participants with account balances2007-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-0113
2006: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01311
Total number of active participants reported on line 7a of the Form 55002006-01-01229
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0182
Total of all active and inactive participants2006-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01311
Number of participants with account balances2006-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN

Measure Date Value
2023 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$204,673
Total unrealized appreciation/depreciation of assets2023-12-31$204,673
Total income from all sources (including contributions)2023-12-31$231,042
Total of all expenses incurred2023-12-31$144,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$144,852
Value of total assets at end of year2023-12-31$1,713,650
Value of total assets at beginning of year2023-12-31$1,627,460
Total interest from all sources2023-12-31$26,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$86,190
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,713,650
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,627,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$1,025,116
Value of interest in pooled separate accounts at beginning of year2023-12-31$912,505
Interest earned on other investments2023-12-31$26,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$688,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$714,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$144,852
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PYA, P.C.
Accountancy firm EIN2023-12-31651517792
2022 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-288,605
Total unrealized appreciation/depreciation of assets2022-12-31$-288,605
Total income from all sources (including contributions)2022-12-31$-256,879
Total of all expenses incurred2022-12-31$196,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$196,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,122
Value of total assets at end of year2022-12-31$1,627,460
Value of total assets at beginning of year2022-12-31$2,080,358
Total interest from all sources2022-12-31$27,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-452,898
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,627,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,080,358
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 pooled separate accounts at end of year2022-12-31$912,505
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,464,938
Interest earned on other investments2022-12-31$27,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$714,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$615,420
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
Contributions received in cash from employer2022-12-31$4,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$196,019
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 name2022-12-31PYA, P.C.
Accountancy firm EIN2022-12-31651517792
2021 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$264,641
Total unrealized appreciation/depreciation of assets2021-12-31$264,641
Total income from all sources (including contributions)2021-12-31$290,370
Total of all expenses incurred2021-12-31$301,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$301,398
Value of total assets at end of year2021-12-31$2,080,358
Value of total assets at beginning of year2021-12-31$2,091,386
Total interest from all sources2021-12-31$25,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-11,028
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,080,358
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,091,386
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 pooled separate accounts at end of year2021-12-31$1,464,938
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,409,483
Interest earned on other investments2021-12-31$25,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$615,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$681,903
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$301,398
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 name2021-12-31PYA, P.C.
Accountancy firm EIN2021-12-31651517792
2020 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$231,733
Total unrealized appreciation/depreciation of assets2020-12-31$231,733
Total income from all sources (including contributions)2020-12-31$258,599
Total of all expenses incurred2020-12-31$145,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$136,527
Value of total assets at end of year2020-12-31$2,091,386
Value of total assets at beginning of year2020-12-31$1,978,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,900
Total interest from all sources2020-12-31$26,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,900
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
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$113,172
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,091,386
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,978,214
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 pooled separate accounts at end of year2020-12-31$1,409,483
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,330,554
Interest earned on other investments2020-12-31$26,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$681,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$647,660
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$136,527
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 name2020-12-31PYA, P.C.
Accountancy firm EIN2020-12-31651517792
2019 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$264,082
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$264,082
Total unrealized appreciation/depreciation of assets2019-12-31$264,082
Total unrealized appreciation/depreciation of assets2019-12-31$264,082
Total income from all sources (including contributions)2019-12-31$289,333
Total income from all sources (including contributions)2019-12-31$289,333
Total of all expenses incurred2019-12-31$26,651
Total of all expenses incurred2019-12-31$26,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,951
Value of total assets at end of year2019-12-31$1,978,214
Value of total assets at end of year2019-12-31$1,978,214
Value of total assets at beginning of year2019-12-31$1,715,532
Value of total assets at beginning of year2019-12-31$1,715,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,700
Total interest from all sources2019-12-31$25,251
Total interest from all sources2019-12-31$25,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,700
Administrative expenses professional fees incurred2019-12-31$8,700
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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
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$262,682
Value of net income/loss2019-12-31$262,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,978,214
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,978,214
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,715,532
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,715,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,330,554
Value of interest in pooled separate accounts at end of year2019-12-31$1,330,554
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,075,532
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,075,532
Interest earned on other investments2019-12-31$25,251
Interest earned on other investments2019-12-31$25,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$647,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$647,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$640,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$640,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
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$17,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,951
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PYA, P.C.
Accountancy firm name2019-12-31PYA, P.C.
Accountancy firm EIN2019-12-31651517792
Accountancy firm EIN2019-12-31651517792
2018 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-46,717
Total unrealized appreciation/depreciation of assets2018-12-31$-46,717
Total income from all sources (including contributions)2018-12-31$-20,991
Total of all expenses incurred2018-12-31$98,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$98,555
Value of total assets at end of year2018-12-31$1,715,532
Value of total assets at beginning of year2018-12-31$1,835,078
Total interest from all sources2018-12-31$25,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-119,546
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,715,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,835,078
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 pooled separate accounts at end of year2018-12-31$1,075,532
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,185,320
Interest earned on other investments2018-12-31$25,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$640,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$649,758
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$98,555
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 name2018-12-31PERSHING YOAKLEY & ASSOCIATES
Accountancy firm EIN2018-12-31621517792
2017 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$193,698
Total unrealized appreciation/depreciation of assets2017-12-31$193,698
Total income from all sources (including contributions)2017-12-31$219,598
Total of all expenses incurred2017-12-31$76,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$76,345
Value of total assets at end of year2017-12-31$1,835,078
Value of total assets at beginning of year2017-12-31$1,691,825
Total interest from all sources2017-12-31$25,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
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$143,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,835,078
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,691,825
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 pooled separate accounts at end of year2017-12-31$1,185,320
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,028,001
Interest earned on other investments2017-12-31$25,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$649,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$663,824
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$76,345
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 name2017-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2017-12-31621690032
2016 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$44,158
Total unrealized appreciation/depreciation of assets2016-12-31$44,158
Total income from all sources (including contributions)2016-12-31$70,838
Total of all expenses incurred2016-12-31$80,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$80,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$501
Value of total assets at end of year2016-12-31$1,691,825
Value of total assets at beginning of year2016-12-31$1,701,666
Total interest from all sources2016-12-31$26,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-9,841
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,691,825
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,701,666
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 pooled separate accounts at end of year2016-12-31$1,028,001
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,030,422
Interest earned on other investments2016-12-31$26,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$663,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$671,244
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$501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$80,679
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2016-12-31621690032
2015 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,165
Total unrealized appreciation/depreciation of assets2015-12-31$-6,165
Total income from all sources (including contributions)2015-12-31$20,994
Total of all expenses incurred2015-12-31$59,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$59,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$574
Value of total assets at end of year2015-12-31$1,701,666
Value of total assets at beginning of year2015-12-31$1,740,207
Total interest from all sources2015-12-31$26,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-38,541
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,701,666
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,740,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,030,422
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,081,662
Interest earned on other investments2015-12-31$26,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$671,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$658,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$59,535
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2015-12-31621690032
2014 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$75,507
Total unrealized appreciation/depreciation of assets2014-12-31$75,507
Total income from all sources (including contributions)2014-12-31$100,536
Total of all expenses incurred2014-12-31$40,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,353
Value of total assets at end of year2014-12-31$1,740,207
Value of total assets at beginning of year2014-12-31$1,680,024
Total interest from all sources2014-12-31$25,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$60,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,740,207
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,680,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,081,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,051,613
Interest earned on other investments2014-12-31$25,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$658,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$628,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,353
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2014-12-31621690032
2013 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$224,352
Total of all expenses incurred2013-12-31$39,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$39,928
Value of total assets at end of year2013-12-31$1,680,024
Value of total assets at beginning of year2013-12-31$1,495,600
Total interest from all sources2013-12-31$24,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$184,424
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,680,024
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,495,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,051,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$858,918
Interest earned on other investments2013-12-31$24,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$628,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$636,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$199,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$39,928
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2013-12-31621690032
2012 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$102,460
Total of all expenses incurred2012-12-31$93,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$93,938
Value of total assets at end of year2012-12-31$1,495,600
Value of total assets at beginning of year2012-12-31$1,487,078
Total interest from all sources2012-12-31$24,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,522
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,495,600
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,487,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$858,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$758,536
Interest earned on other investments2012-12-31$24,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$636,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$579,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$78,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$148,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,938
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RODEFER MOSS & CO PLLC
Accountancy firm EIN2012-12-31621690032
2011 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$146,724
Total of all expenses incurred2011-12-31$99,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$99,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$142,481
Value of total assets at end of year2011-12-31$1,487,078
Value of total assets at beginning of year2011-12-31$1,440,149
Total interest from all sources2011-12-31$22,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$153,204
Amount contributed by the employer to the plan for this plan year2011-12-31$153,204
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$46,929
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,487,078
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,440,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$758,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$760,325
Interest earned on other investments2011-12-31$22,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$579,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$518,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$142,481
Employer contributions (assets) at end of year2011-12-31$148,868
Employer contributions (assets) at beginning of year2011-12-31$161,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$99,795
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$262,431
Total of all expenses incurred2010-12-31$103,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$103,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$161,276
Value of total assets at end of year2010-12-31$1,440,149
Value of total assets at beginning of year2010-12-31$1,281,387
Total interest from all sources2010-12-31$21,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Minimum employer required contribution for this plan year2010-12-31$159,346
Amount contributed by the employer to the plan for this plan year2010-12-31$159,346
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$158,762
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,440,149
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,281,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$760,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$625,856
Interest earned on other investments2010-12-31$21,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$518,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$487,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$79,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$161,276
Employer contributions (assets) at end of year2010-12-31$161,538
Employer contributions (assets) at beginning of year2010-12-31$167,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$103,669
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$114,434
Amount contributed by the employer to the plan for this plan year2009-12-31$114,434
2008 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$104,222
Amount contributed by the employer to the plan for this plan year2008-12-31$104,222
2007 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0
Minimum employer required contribution for this plan year2007-12-31$105,838
Amount contributed by the employer to the plan for this plan year2007-12-31$105,838
2006 : WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2006 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2006-12-31$0
Funding deficiency by the employer to the plan for this plan year2006-12-31$0
Minimum employer required contribution for this plan year2006-12-31$184,478
Amount contributed by the employer to the plan for this plan year2006-12-31$184,478

Form 5500 Responses for WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN

2023: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION 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: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes
2006: WELLMONT HAWKINS COUNTY MEMORIAL HOSPITAL PENSION PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered69
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered104
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered145
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,268
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1268
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGALLAGHER BEN SERVICES INC.
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $1,723
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1723
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $34
Insurance broker nameNFP INS SERVICES INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered235
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $1,692
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1692
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered245
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $1,533
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1533
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered262
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,143
Total amount of fees paid to insurance companyUSD $1,477
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,143
Amount paid for insurance broker fees1477
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameGARDNER & WHITE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered284
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,903
Total amount of fees paid to insurance companyUSD $1,424
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG90898
Policy instance 1
Insurance contract or identification numberG90898
Number of Individuals Covered244
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,701
Total amount of fees paid to insurance companyUSD $1,281
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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