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MAGEE GENERAL HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameMAGEE GENERAL HOSPITAL 403(B) PLAN
Plan identification number 001

MAGEE GENERAL HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MAGEE GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:MAGEE GENERAL HOSPITAL
Employer identification number (EIN):640324402
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGEE GENERAL HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHANDA ROBERTS CHANDA ROBERTS2018-10-15
0012017-01-01
0012016-01-01CHANDA ROBERTS CHANDA ROBERTS2017-10-16
0012015-01-01AMY TOLLIVER AMY TOLLIVER2016-10-17
0012014-01-01AMY TOLLIVER AMY TOLLIVER2015-10-14
0012013-01-01AMY TOLLIVER AMY TOLLIVER2014-10-15
0012012-01-01ALTHEA CRUMPTON ALTHEA CRUMPTON2013-10-14
0012011-01-01ALTHEA CRUMPTON ALTHEA CRUMPTON2012-10-12
0012009-01-01ALTHEA CRUMPTON ALTHEA CRUMPTON2010-10-15

Plan Statistics for MAGEE GENERAL HOSPITAL 403(B) PLAN

401k plan membership statisitcs for MAGEE GENERAL HOSPITAL 403(B) PLAN

Measure Date Value
2023: MAGEE GENERAL HOSPITAL 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01261
Total number of active participants reported on line 7a of the Form 55002023-01-01213
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0164
Total of all active and inactive participants2023-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01277
Number of participants with account balances2023-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: MAGEE GENERAL HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01380
Total number of active participants reported on line 7a of the Form 55002022-01-01208
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01256
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MAGEE GENERAL HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01409
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01183
Total of all active and inactive participants2021-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01392
Number of participants with account balances2021-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MAGEE GENERAL HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01388
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01203
Total of all active and inactive participants2020-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01406
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MAGEE GENERAL HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01355
Total number of active participants reported on line 7a of the Form 55002019-01-01202
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-01392
Total participants2019-01-01392
Number of participants with account balances2019-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: MAGEE GENERAL HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01288
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01288
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: MAGEE GENERAL HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01359
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01177
Total of all active and inactive participants2017-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01366
Number of participants with account balances2017-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: MAGEE GENERAL HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01355
Total number of active participants reported on line 7a of the Form 55002016-01-01224
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01329
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: MAGEE GENERAL HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01337
Total number of active participants reported on line 7a of the Form 55002015-01-01273
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01354
Number of participants with account balances2015-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: MAGEE GENERAL HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01348
Total number of active participants reported on line 7a of the Form 55002014-01-01261
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 participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01335
Number of participants with account balances2014-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: MAGEE GENERAL HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01266
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01329
Number of participants with account balances2013-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: MAGEE GENERAL HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01379
Total number of active participants reported on line 7a of the Form 55002012-01-01297
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01351
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: MAGEE GENERAL HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01356
Total number of active participants reported on line 7a of the Form 55002011-01-01338
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01380
Number of participants with account balances2011-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: MAGEE GENERAL HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01313
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01313
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MAGEE GENERAL HOSPITAL 403(B) PLAN

Measure Date Value
2023 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$757,057
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$207,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$167,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$217,369
Value of total assets at end of year2023-12-31$3,573,207
Value of total assets at beginning of year2023-12-31$3,023,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,373
Total interest from all sources2023-12-31$1,749
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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$302,316
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
Contributions received from participants2023-12-31$214,722
Participant contributions at end of year2023-12-31$40
Participant contributions at beginning of year2023-12-31$8,345
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,647
Administrative expenses (other) incurred2023-12-31$8,150
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$550,056
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,573,207
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,023,151
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
Investment advisory and management fees2023-12-31$20,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,414,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,841,762
Interest earned on other investments2023-12-31$1,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$158,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$173,044
Net investment gain/loss from pooled separate accounts2023-12-31$537,939
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 contributions2023-12-31Yes
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$167,628
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 name2023-12-31HARPER, RAINS, KNIGHT & COMPANY
Accountancy firm EIN2023-12-31640809101
2022 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-413,999
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$210,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$155,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$246,496
Value of total assets at end of year2022-12-31$3,023,151
Value of total assets at beginning of year2022-12-31$3,647,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,488
Total interest from all sources2022-12-31$1,349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$20,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$364,733
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
Contributions received from participants2022-12-31$227,134
Participant contributions at end of year2022-12-31$8,345
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,362
Administrative expenses (other) incurred2022-12-31$13,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-624,172
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,023,151
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,647,323
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
Investment advisory and management fees2022-12-31$21,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,841,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,555,094
Interest earned on other investments2022-12-31$1,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$173,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$92,229
Net investment gain/loss from pooled separate accounts2022-12-31$-661,844
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$155,685
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 name2022-12-31HARPER, RAINS, KNIGHT & COMPANY
Accountancy firm EIN2022-12-31640809101
2021 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$732,611
Total of all expenses incurred2021-12-31$320,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$278,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$233,770
Value of total assets at end of year2021-12-31$3,647,323
Value of total assets at beginning of year2021-12-31$3,235,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,689
Total interest from all sources2021-12-31$752
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$323,555
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$209,695
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,075
Administrative expenses (other) incurred2021-12-31$18,470
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$411,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,647,323
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,235,553
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
Investment advisory and management fees2021-12-31$24,219
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,555,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,127,644
Interest earned on other investments2021-12-31$752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$92,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$107,909
Net investment gain/loss from pooled separate accounts2021-12-31$498,089
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$278,152
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 name2021-12-31HORNE LLP
Accountancy firm EIN2021-12-31201941244
2020 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$645,409
Total of all expenses incurred2020-12-31$234,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$195,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$184,851
Value of total assets at end of year2020-12-31$3,235,553
Value of total assets at beginning of year2020-12-31$2,824,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,475
Total interest from all sources2020-12-31$2,159
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$19,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$282,483
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$184,851
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,085
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$410,724
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,235,553
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,824,829
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
Investment advisory and management fees2020-12-31$19,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,127,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,675,181
Interest earned on other investments2020-12-31$2,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$107,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$149,648
Net investment gain/loss from pooled separate accounts2020-12-31$458,399
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$195,210
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 name2020-12-31HORNE LLP
Accountancy firm EIN2020-12-31201941244
2019 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$753,203
Total of all expenses incurred2019-12-31$809,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$775,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$146,454
Value of total assets at end of year2019-12-31$2,824,829
Value of total assets at beginning of year2019-12-31$2,881,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,776
Total interest from all sources2019-12-31$3,167
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$10,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$288,145
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$146,454
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,137
Other income not declared elsewhere2019-12-31$1,669
Administrative expenses (other) incurred2019-12-31$4,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-56,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,824,829
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,881,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,675,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,663,167
Interest earned on other investments2019-12-31$3,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$149,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$206,147
Net investment gain/loss from pooled separate accounts2019-12-31$601,913
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 contributions2019-12-31Yes
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$775,049
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE LLP
Accountancy firm EIN2019-12-31201941244
2018 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$32,245
Total of all expenses incurred2018-12-31$1,122,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,094,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,936
Value of total assets at end of year2018-12-31$2,881,451
Value of total assets at beginning of year2018-12-31$3,971,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,812
Total interest from all sources2018-12-31$2,405
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$397,123
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$170,936
Participant contributions at end of year2018-12-31$12,137
Participant contributions at beginning of year2018-12-31$40,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,089,777
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,881,451
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,971,228
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
Investment advisory and management fees2018-12-31$27,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,663,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,659,728
Interest earned on other investments2018-12-31$2,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$206,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$271,209
Net investment gain/loss from pooled separate accounts2018-12-31$-141,096
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 contributions2018-12-31Yes
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$1,094,210
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 name2018-12-31HORNE LLP
Accountancy firm EIN2018-12-31201941244
2017 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$837,568
Total of all expenses incurred2017-12-31$468,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$442,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$248,300
Value of total assets at end of year2017-12-31$3,971,228
Value of total assets at beginning of year2017-12-31$3,602,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,553
Total interest from all sources2017-12-31$2,089
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$360,229
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$183,130
Participant contributions at end of year2017-12-31$40,291
Participant contributions at beginning of year2017-12-31$7,124
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,866
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$368,938
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,971,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,602,290
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
Investment advisory and management fees2017-12-31$26,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,659,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,321,581
Interest earned on other investments2017-12-31$2,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$271,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$270,252
Net investment gain/loss from pooled separate accounts2017-12-31$587,179
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$62,304
Employer contributions (assets) at beginning of year2017-12-31$3,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$442,077
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 name2017-12-31HORNE LLP
Accountancy firm EIN2017-12-31201941244
2016 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$564,849
Total of all expenses incurred2016-12-31$553,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$520,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$290,492
Value of total assets at end of year2016-12-31$3,602,290
Value of total assets at beginning of year2016-12-31$3,591,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,418
Total interest from all sources2016-12-31$3,106
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$359,101
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$229,660
Participant contributions at end of year2016-12-31$7,124
Participant contributions at beginning of year2016-12-31$34,467
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$484
Administrative expenses (other) incurred2016-12-31$8,700
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$11,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,602,290
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,591,011
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
Investment advisory and management fees2016-12-31$24,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,321,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,207,832
Interest earned on other investments2016-12-31$3,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$270,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$334,843
Net investment gain/loss from pooled separate accounts2016-12-31$271,251
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$60,348
Employer contributions (assets) at end of year2016-12-31$3,333
Employer contributions (assets) at beginning of year2016-12-31$13,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$520,152
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 name2016-12-31HORNE LLP
Accountancy firm EIN2016-12-31201941244
2015 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$336,677
Total of all expenses incurred2015-12-31$136,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$120,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$405,822
Value of total assets at end of year2015-12-31$3,591,011
Value of total assets at beginning of year2015-12-31$3,391,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,964
Total interest from all sources2015-12-31$4,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,065
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$339,124
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$271,237
Participant contributions at end of year2015-12-31$34,467
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,487
Administrative expenses (other) incurred2015-12-31$2,899
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$199,771
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,591,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,391,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,207,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,084,273
Interest earned on other investments2015-12-31$4,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$334,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$306,967
Net investment gain/loss from pooled separate accounts2015-12-31$-73,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$122,098
Employer contributions (assets) at end of year2015-12-31$13,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$120,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31HORNE LLP
Accountancy firm EIN2015-12-31201941244
2014 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$544,728
Total of all expenses incurred2014-12-31$279,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$275,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$365,479
Value of total assets at end of year2014-12-31$3,391,240
Value of total assets at beginning of year2014-12-31$3,126,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,502
Total interest from all sources2014-12-31$2,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$312,611
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$254,409
Administrative expenses (other) incurred2014-12-31$502
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$265,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,391,240
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,126,106
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$3,084,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,786,771
Interest earned on other investments2014-12-31$2,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$306,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$339,335
Net investment gain/loss from pooled separate accounts2014-12-31$176,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$111,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$275,092
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 name2014-12-31HORNE LLP
Accountancy firm EIN2014-12-31201941244
2013 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$169
Total income from all sources (including contributions)2013-12-31$867,725
Total of all expenses incurred2013-12-31$408,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$396,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$435,238
Value of total assets at end of year2013-12-31$3,126,106
Value of total assets at beginning of year2013-12-31$2,667,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,398
Total interest from all sources2013-12-31$1,891
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$266,685
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$299,557
Participant contributions at beginning of year2013-12-31$9,393
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$169
Administrative expenses (other) incurred2013-12-31$7,815
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$459,257
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,126,106
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,666,849
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$2,786,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,513,619
Interest earned on other investments2013-12-31$1,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$139,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$139,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$339,335
Net investment gain/loss from pooled separate accounts2013-12-31$430,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$120,305
Employer contributions (assets) at beginning of year2013-12-31$4,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$396,070
Contract administrator fees2013-12-31$4,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31HORNE LLP
Accountancy firm EIN2013-12-31201941244
2012 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$887
Total income from all sources (including contributions)2012-12-31$638,282
Total of all expenses incurred2012-12-31$313,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$288,859
Value of total corrective distributions2012-12-31$169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$378,298
Value of total assets at end of year2012-12-31$2,667,018
Value of total assets at beginning of year2012-12-31$2,343,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$37,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$37,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$282,953
Participant contributions at end of year2012-12-31$9,393
Participant contributions at beginning of year2012-12-31$9,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$887
Administrative expenses (other) incurred2012-12-31$13,383
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$324,518
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,666,849
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,342,331
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
Investment advisory and management fees2012-12-31$11,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,513,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,204,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$139,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$125,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$125,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$222,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$95,345
Employer contributions (assets) at end of year2012-12-31$4,016
Employer contributions (assets) at beginning of year2012-12-31$4,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$288,859
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 name2012-12-31HORNE LLP
Accountancy firm EIN2012-12-31201941244
2011 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$925
Total income from all sources (including contributions)2011-12-31$378,960
Total of all expenses incurred2011-12-31$167,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,280
Value of total corrective distributions2011-12-31$887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$409,394
Value of total assets at end of year2011-12-31$2,343,218
Value of total assets at beginning of year2011-12-31$2,132,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,630
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$58,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$58,817
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$292,154
Participant contributions at end of year2011-12-31$9,498
Participant contributions at beginning of year2011-12-31$6,773
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$887
Administrative expenses (other) incurred2011-12-31$6,325
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$211,163
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,342,331
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,131,168
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
Investment advisory and management fees2011-12-31$8,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,204,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,980,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$125,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$142,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$142,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-89,251
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$105,032
Employer contributions (assets) at end of year2011-12-31$4,097
Employer contributions (assets) at beginning of year2011-12-31$2,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,280
Contract administrator fees2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$925
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
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31HORNE LLP
Accountancy firm EIN2011-12-31201941244
2010 : MAGEE GENERAL HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$672
Total income from all sources (including contributions)2010-12-31$475,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$96,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$290,884
Value of total assets at end of year2010-12-31$2,132,093
Value of total assets at beginning of year2010-12-31$1,761,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,888
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$215,509
Participant contributions at end of year2010-12-31$6,773
Administrative expenses (other) incurred2010-12-31$8,888
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$370,593
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,131,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,760,575
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$1,980,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,633,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$142,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$127,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$127,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$184,674
Net investment gain/loss from pooled separate accounts2010-12-31$0
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$75,375
Employer contributions (assets) at end of year2010-12-31$2,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$96,077
Liabilities. Value of benefit claims payable at end of year2010-12-31$925
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$672
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HORNE LLP
Accountancy firm EIN2010-12-31201941244
2009 : MAGEE GENERAL HOSPITAL 403(B) 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

Form 5500 Responses for MAGEE GENERAL HOSPITAL 403(B) PLAN

2023: MAGEE GENERAL HOSPITAL 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: MAGEE GENERAL HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAGEE GENERAL HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAGEE GENERAL HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAGEE GENERAL HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAGEE GENERAL HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAGEE GENERAL HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAGEE GENERAL HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAGEE GENERAL HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered161
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered149
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered286
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 numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered312
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 numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered281
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 numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered190
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 numberG76451
Policy instance 1
Insurance contract or identification numberG76451
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 numberG76451
Policy instance 2
Insurance contract or identification numberG76451
Number of Individuals Covered228
Insurance policy start date2015-11-01
Insurance policy end date2015-12-31
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 numberG76080
Policy instance 1
Insurance contract or identification numberG76080
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,654
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
Commission paid to Insurance BrokerUSD $4,654
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76080
Policy instance 1
Insurance contract or identification numberG76080
Number of Individuals Covered207
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,043
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
Commission paid to Insurance BrokerUSD $2,618
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76080
Policy instance 1
Insurance contract or identification numberG76080
Number of Individuals Covered201
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,919
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
Commission paid to Insurance BrokerUSD $3,919
Insurance broker organization code?3
Insurance broker nameCETERA INVESTMENT SVCS LLC

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