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ARKANSAS HEALTH GROUP 403(B) PLAN 401k Plan overview

Plan NameARKANSAS HEALTH GROUP 403(B) PLAN
Plan identification number 002

ARKANSAS HEALTH GROUP 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARKANSAS HEALTH GROUP has sponsored the creation of one or more 401k plans.

Company Name:ARKANSAS HEALTH GROUP
Employer identification number (EIN):710781138
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARKANSAS HEALTH GROUP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01WILL RUSHER WILL RUSHER2018-09-06
0022017-01-012018-09-06
0022016-01-01WILL RUSHER WILL RUSHER2017-09-06
0022015-01-01WILL RUSHER2016-10-13 WILL RUSHER2016-10-13
0022014-01-01WILL RUSHER2015-10-15 WILL RUSHER2015-10-15
0022013-01-01WILL RUSHER
0022012-01-01WILL RUSHER
0022011-01-01WILL RUSHER LARRY DON ALFORD2012-10-12
0022010-01-01WILL RUSHER TROY R. WELLS2011-10-10
0022009-01-01WILL RUSHER TROY R. WELLS2010-09-29

Plan Statistics for ARKANSAS HEALTH GROUP 403(B) PLAN

401k plan membership statisitcs for ARKANSAS HEALTH GROUP 403(B) PLAN

Measure Date Value
2017: ARKANSAS HEALTH GROUP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01974
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ARKANSAS HEALTH GROUP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01881
Total number of active participants reported on line 7a of the Form 55002016-01-01947
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01974
Number of participants with account balances2016-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARKANSAS HEALTH GROUP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,122
Total number of active participants reported on line 7a of the Form 55002015-01-01837
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01881
Number of participants with account balances2015-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARKANSAS HEALTH GROUP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01742
Total number of active participants reported on line 7a of the Form 55002014-01-011,048
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,122
Number of participants with account balances2014-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0171
2013: ARKANSAS HEALTH GROUP 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01645
Total number of active participants reported on line 7a of the Form 55002013-01-01597
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01133
Total of all active and inactive participants2013-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01742
Number of participants with account balances2013-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARKANSAS HEALTH GROUP 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01820
Total number of active participants reported on line 7a of the Form 55002012-01-01497
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01645
Number of participants with account balances2012-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARKANSAS HEALTH GROUP 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01804
Total number of active participants reported on line 7a of the Form 55002011-01-01684
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01820
Number of participants with account balances2011-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2010: ARKANSAS HEALTH GROUP 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01591
Total number of active participants reported on line 7a of the Form 55002010-01-01719
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01804
Number of participants with account balances2010-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: ARKANSAS HEALTH GROUP 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01588
Total number of active participants reported on line 7a of the Form 55002009-01-01527
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01591
Number of participants with account balances2009-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on ARKANSAS HEALTH GROUP 403(B) PLAN

Measure Date Value
2017 : ARKANSAS HEALTH GROUP 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$43,817,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,175,107
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,318,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,237,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,782,583
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$35,961,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,784
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$80,784
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
Contributions received from participants2017-12-31$4,782,583
Participant contributions at beginning of year2017-12-31$110,085
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$7,856,890
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,961,029
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 master investment trust accounts at beginning of year2017-12-31$35,850,944
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$2,237,433
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : ARKANSAS HEALTH GROUP 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,682,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,060,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,010,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,983,872
Value of total assets at end of year2016-12-31$35,961,029
Value of total assets at beginning of year2016-12-31$30,339,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,463
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$50,463
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
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$3,983,872
Participant contributions at end of year2016-12-31$110,085
Participant contributions at beginning of year2016-12-31$13,365
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$5,622,016
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,961,029
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,339,013
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 master investment trust accounts at end of year2016-12-31$35,850,944
Value of interest in master investment trust accounts at beginning of year2016-12-31$30,325,648
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,010,083
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP.
Accountancy firm EIN2016-12-31440160260
2015 : ARKANSAS HEALTH GROUP 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,054,345
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,437,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,409,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,320,949
Value of total assets at end of year2015-12-31$30,339,013
Value of total assets at beginning of year2015-12-31$28,722,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,206
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$28,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$3,320,949
Participant contributions at end of year2015-12-31$13,365
Participant contributions at beginning of year2015-12-31$80,128
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$1,616,773
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,339,013
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,722,240
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 master investment trust accounts at end of year2015-12-31$30,325,648
Value of interest in master investment trust accounts at beginning of year2015-12-31$28,642,112
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,409,366
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : ARKANSAS HEALTH GROUP 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,587,235
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$989,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$948,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,946,925
Value of total assets at end of year2014-12-31$28,722,240
Value of total assets at beginning of year2014-12-31$25,124,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,264
Total interest from all sources2014-12-31$59,681
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$137,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$137,969
Administrative expenses professional fees incurred2014-12-31$41,264
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,946,925
Participant contributions at end of year2014-12-31$80,128
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,714,475
Other income not declared elsewhere2014-12-31$134,019
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$3,597,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,722,240
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,124,823
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 beginning of year2014-12-31$19,500,583
Interest earned on other investments2014-12-31$59,681
Value of interest in master investment trust accounts at end of year2014-12-31$28,642,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,909,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$934,583
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$948,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : ARKANSAS HEALTH GROUP 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,046,039
Total of all expenses incurred2013-12-31$1,467,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,450,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,803,448
Value of total assets at end of year2013-12-31$25,124,823
Value of total assets at beginning of year2013-12-31$19,546,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,894
Total interest from all sources2013-12-31$64,959
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$289,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$289,974
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
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$2,803,448
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,714,475
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,568,086
Other income not declared elsewhere2013-12-31$650,387
Administrative expenses (other) incurred2013-12-31$17,894
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$5,578,144
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,124,823
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,546,679
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$19,500,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,215,559
Interest earned on other investments2013-12-31$64,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,909,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,763,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,237,271
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$1,450,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : ARKANSAS HEALTH GROUP 403(B) PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$6,274,410
Total income from all sources (including contributions)2012-12-31$4,030,880
Total of all expenses incurred2012-12-31$760,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$738,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,515,817
Value of total assets at end of year2012-12-31$19,546,679
Value of total assets at beginning of year2012-12-31$22,550,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,044
Total interest from all sources2012-12-31$63,927
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$287,466
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$287,466
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$2,515,817
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,568,086
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,704,459
Other income not declared elsewhere2012-12-31$-582,056
Administrative expenses (other) incurred2012-12-31$22,044
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$3,270,585
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,546,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,550,504
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$14,215,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,209,929
Interest earned on other investments2012-12-31$63,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,763,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,636,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,745,726
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$738,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : ARKANSAS HEALTH GROUP 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,744,345
Total of all expenses incurred2011-12-31$1,758,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,720,337
Value of total corrective distributions2011-12-31$2,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,072,548
Value of total assets at end of year2011-12-31$22,550,504
Value of total assets at beginning of year2011-12-31$21,564,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,162
Total interest from all sources2011-12-31$84,575
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$276,960
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$276,960
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,072,548
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,704,459
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,832,101
Other income not declared elsewhere2011-12-31$-178,276
Administrative expenses (other) incurred2011-12-31$35,162
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$986,304
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,550,504
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,564,200
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$16,209,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,363,669
Interest earned on other investments2011-12-31$84,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,636,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,368,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-511,462
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,720,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
2010 : ARKANSAS HEALTH GROUP 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,932,433
Total of all expenses incurred2010-12-31$503,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$496,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,721,821
Value of total assets at end of year2010-12-31$21,564,200
Value of total assets at beginning of year2010-12-31$17,135,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,486
Total interest from all sources2010-12-31$73,432
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$271,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$271,463
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$2,721,821
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,832,101
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,104,197
Other income not declared elsewhere2010-12-31$359,342
Administrative expenses (other) incurred2010-12-31$7,486
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$4,428,685
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,564,200
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,135,515
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$15,363,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,106,764
Interest earned on other investments2010-12-31$73,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,368,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,924,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,506,375
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$496,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : ARKANSAS HEALTH GROUP 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 ARKANSAS HEALTH GROUP 403(B) PLAN

2017: ARKANSAS HEALTH GROUP 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 filingYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARKANSAS HEALTH GROUP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARKANSAS HEALTH GROUP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARKANSAS HEALTH GROUP 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: ARKANSAS HEALTH GROUP 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ARKANSAS HEALTH GROUP 403(B) 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: ARKANSAS HEALTH GROUP 403(B) 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: ARKANSAS HEALTH GROUP 403(B) 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: ARKANSAS HEALTH GROUP 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080054 00001
Policy instance 1
Insurance contract or identification numberTA080054 00001
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-11-11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,471
Are there contracts with allocated funds for individual policies?No
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
Amount paid for insurance broker fees2471
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSTEPHENS INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080054-00001
Policy instance 1
Insurance contract or identification numberTA080054-00001
Number of Individuals Covered742
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,801
Are there contracts with unallocated funds for contracts of type 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 $2,801
Insurance broker organization code?3
Insurance broker nameSTEPHENS INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080054-00001
Policy instance 1
Insurance contract or identification numberTA080054-00001
Number of Individuals Covered645
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,498
Are there contracts with unallocated funds for contracts of type 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 $3,498
Insurance broker organization code?3
Insurance broker nameSTEPHENS INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080054-00001
Policy instance 1
Insurance contract or identification numberTA080054-00001
Number of Individuals Covered820
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,236
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080054-00001
Policy instance 1
Insurance contract or identification numberTA080054-00001
Number of Individuals Covered804
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,643
Are there contracts with unallocated funds for contracts of type 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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