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DUNCAN REGIONAL HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameDUNCAN REGIONAL HOSPITAL 403(B) PLAN
Plan identification number 002

DUNCAN REGIONAL HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

DUNCAN REGIONAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:DUNCAN REGIONAL HOSPITAL, INC.
Employer identification number (EIN):731008550
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN REGIONAL HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GEOFF JOHNSON
0022016-01-01GEOFF JOHNSON
0022015-01-01GEOFF JOHNSON
0022014-01-01GEOFF JOHNSON
0022013-01-01MARK RHOADES
0022012-01-01MARK RHOADES MARK RHOADES2013-10-15
0022011-01-01MARK RHOADES MARK RHOADES2012-10-11
0022010-01-01MARK RHOADES
0022009-01-01MARK RHOADES
0022009-01-01MARK RHOADES

Plan Statistics for DUNCAN REGIONAL HOSPITAL 403(B) PLAN

401k plan membership statisitcs for DUNCAN REGIONAL HOSPITAL 403(B) PLAN

Measure Date Value
2023: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,358
Total number of active participants reported on line 7a of the Form 55002023-01-01558
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01152
Total of all active and inactive participants2023-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01710
Number of participants with account balances2023-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,284
Total number of active participants reported on line 7a of the Form 55002022-01-01539
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01153
Total of all active and inactive participants2022-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01692
Number of participants with account balances2022-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,311
Total number of active participants reported on line 7a of the Form 55002021-01-01557
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01679
Number of participants with account balances2021-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,278
Total number of active participants reported on line 7a of the Form 55002020-01-01685
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01787
Number of participants with account balances2020-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,258
Total number of active participants reported on line 7a of the Form 55002019-01-01668
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01788
Number of participants with account balances2019-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,232
Total number of active participants reported on line 7a of the Form 55002018-01-01563
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01640
Number of participants with account balances2018-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,090
Total number of active participants reported on line 7a of the Form 55002017-01-01881
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01952
Number of participants with account balances2017-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,013
Total number of active participants reported on line 7a of the Form 55002016-01-01818
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01818
Number of participants with account balances2016-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,039
Total number of active participants reported on line 7a of the Form 55002015-01-01484
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01547
Number of participants with account balances2015-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,063
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01494
Number of participants with account balances2014-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,065
Total number of active participants reported on line 7a of the Form 55002013-01-01487
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01527
Number of participants with account balances2013-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,073
Total number of active participants reported on line 7a of the Form 55002012-01-01805
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01805
Number of participants with account balances2012-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01444
Total number of active participants reported on line 7a of the Form 55002011-01-01431
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01431
Number of participants with account balances2011-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01412
Total number of active participants reported on line 7a of the Form 55002010-01-01411
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01416
Number of participants with account balances2010-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01523
Total number of active participants reported on line 7a of the Form 55002009-01-01411
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01546
Number of participants with account balances2009-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DUNCAN REGIONAL HOSPITAL 403(B) PLAN

Measure Date Value
2023 : DUNCAN REGIONAL 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$12,858,031
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,762,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,556,982
Expenses. Certain deemed distributions of participant loans2023-12-31$16,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,324,183
Value of total assets at end of year2023-12-31$53,362,761
Value of total assets at beginning of year2023-12-31$46,267,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$189,528
Total interest from all sources2023-12-31$64,085
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,412,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,412,168
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,993,932
Participant contributions at end of year2023-12-31$1,092,296
Participant contributions at beginning of year2023-12-31$743,582
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$402,889
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$7,095,188
Value of net assets at end of year (total assets less liabilities)2023-12-31$53,362,761
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$46,267,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$49,443,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$41,885,690
Interest on participant loans2023-12-31$64,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$8,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$7,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$7,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,818,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,630,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,057,595
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
Contributions received in cash from employer2023-12-31$1,927,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,556,982
Contract administrator fees2023-12-31$189,528
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : DUNCAN REGIONAL 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$0
Total income from all sources (including contributions)2022-12-31$-2,867,881
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,111,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,820,499
Expenses. Certain deemed distributions of participant loans2022-12-31$42,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,326,781
Value of total assets at end of year2022-12-31$46,267,573
Value of total assets at beginning of year2022-12-31$53,247,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$248,552
Total interest from all sources2022-12-31$109,122
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,187,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,187,678
Administrative expenses professional fees incurred2022-12-31$248,552
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,849,228
Participant contributions at end of year2022-12-31$743,582
Participant contributions at beginning of year2022-12-31$779,328
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$640,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,979,583
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,267,573
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,247,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,885,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,298,460
Interest on participant loans2022-12-31$45,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$63,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,630,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,169,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,491,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,837,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,820,499
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,018,047
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,865,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,529,767
Expenses. Certain deemed distributions of participant loans2021-12-31$10,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,638,879
Value of total assets at end of year2021-12-31$53,247,156
Value of total assets at beginning of year2021-12-31$46,095,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$325,396
Total interest from all sources2021-12-31$82,935
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,482,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,482,171
Administrative expenses professional fees incurred2021-12-31$9,360
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,708,914
Participant contributions at end of year2021-12-31$779,328
Participant contributions at beginning of year2021-12-31$902,509
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$358,348
Administrative expenses (other) incurred2021-12-31$736
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$7,152,118
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,247,156
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,095,038
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$296,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,298,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,151,145
Interest on participant loans2021-12-31$51,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$31,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,169,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,041,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$814,062
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
Contributions received in cash from employer2021-12-31$2,571,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,529,767
Contract administrator fees2021-12-31$19,135
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$90,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,848,360
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,595,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,413,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,128,695
Value of total assets at end of year2020-12-31$46,095,038
Value of total assets at beginning of year2020-12-31$38,752,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,084
Total interest from all sources2020-12-31$86,222
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,218,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,218,709
Administrative expenses professional fees incurred2020-12-31$21,840
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,408,409
Participant contributions at end of year2020-12-31$902,509
Participant contributions at beginning of year2020-12-31$847,873
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$109,930
Administrative expenses (other) incurred2020-12-31$206
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$7,252,862
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,095,038
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,752,068
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$150,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,151,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,555,234
Interest on participant loans2020-12-31$57,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,041,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,348,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,414,734
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
Contributions received in cash from employer2020-12-31$1,610,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,413,414
Contract administrator fees2020-12-31$9,322
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$152,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,410,413
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,940,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,834,885
Expenses. Certain deemed distributions of participant loans2019-12-31$9,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,634,765
Value of total assets at end of year2019-12-31$38,752,068
Value of total assets at beginning of year2019-12-31$31,129,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$95,983
Total interest from all sources2019-12-31$83,778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$954,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$954,370
Administrative expenses professional fees incurred2019-12-31$15,945
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,301,065
Participant contributions at end of year2019-12-31$847,873
Participant contributions at beginning of year2019-12-31$841,638
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$769,389
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$7,470,147
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,752,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,129,197
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$63,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,555,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,160,179
Interest on participant loans2019-12-31$59,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,348,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,127,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,737,500
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
Contributions received in cash from employer2019-12-31$1,564,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,834,885
Contract administrator fees2019-12-31$16,245
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$817,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,176,289
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,278,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,159,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,008,117
Value of total assets at end of year2018-12-31$31,129,197
Value of total assets at beginning of year2018-12-31$30,413,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$119,201
Total interest from all sources2018-12-31$108,338
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$991,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$991,642
Administrative expenses professional fees incurred2018-12-31$42,576
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,096,733
Participant contributions at end of year2018-12-31$841,638
Participant contributions at beginning of year2018-12-31$572,725
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$463,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-102,374
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,129,197
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,413,646
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$59,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,160,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,816,313
Interest on participant loans2018-12-31$48,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$59,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,127,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,024,608
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,931,808
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
Contributions received in cash from employer2018-12-31$1,448,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,159,119
Contract administrator fees2018-12-31$17,198
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,513,126
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,804,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,722,493
Value of total corrective distributions2017-12-31$7,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,351,698
Value of total assets at end of year2017-12-31$30,413,646
Value of total assets at beginning of year2017-12-31$24,705,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,137
Total interest from all sources2017-12-31$74,056
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$777,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$777,973
Administrative expenses professional fees incurred2017-12-31$10,222
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,816,809
Participant contributions at end of year2017-12-31$572,725
Participant contributions at beginning of year2017-12-31$510,379
Participant contributions at beginning of year2017-12-31$851
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$291,978
Administrative expenses (other) incurred2017-12-31$250
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$5,708,391
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,413,646
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,705,255
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$52,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,816,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,817,617
Interest on participant loans2017-12-31$28,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,024,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,375,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,309,399
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
Contributions received in cash from employer2017-12-31$1,242,911
Employer contributions (assets) at beginning of year2017-12-31$851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,722,493
Contract administrator fees2017-12-31$12,633
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : DUNCAN REGIONAL HOSPITAL 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$4,345,683
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,047,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,969,133
Expenses. Certain deemed distributions of participant loans2016-12-31$15,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,882,720
Value of total assets at end of year2016-12-31$24,705,255
Value of total assets at beginning of year2016-12-31$22,407,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,069
Total interest from all sources2016-12-31$27,328
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$331,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$331,910
Administrative expenses professional fees incurred2016-12-31$9,126
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,699,410
Participant contributions at end of year2016-12-31$510,379
Participant contributions at beginning of year2016-12-31$516,437
Participant contributions at end of year2016-12-31$851
Participant contributions at beginning of year2016-12-31$61,257
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,881
Other income not declared elsewhere2016-12-31$-3,532
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$2,297,884
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,705,255
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,407,371
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$43,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,817,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,138,107
Interest on participant loans2016-12-31$27,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,375,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$649,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,107,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,169,429
Employer contributions (assets) at end of year2016-12-31$851
Employer contributions (assets) at beginning of year2016-12-31$42,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,969,133
Contract administrator fees2016-12-31$10,289
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : DUNCAN REGIONAL HOSPITAL 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$2,738,806
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,492,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,419,074
Expenses. Certain deemed distributions of participant loans2015-12-31$2,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,879,708
Value of total assets at end of year2015-12-31$22,407,371
Value of total assets at beginning of year2015-12-31$22,161,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,079
Total interest from all sources2015-12-31$34,428
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$277,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$277,603
Administrative expenses professional fees incurred2015-12-31$20,620
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,609,025
Participant contributions at end of year2015-12-31$516,437
Participant contributions at beginning of year2015-12-31$478,783
Participant contributions at end of year2015-12-31$61,257
Participant contributions at beginning of year2015-12-31$51,153
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$204,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$19
Other income not declared elsewhere2015-12-31$30,432
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$245,882
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,407,371
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,161,489
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
Investment advisory and management fees2015-12-31$42,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,138,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,872,823
Interest on participant loans2015-12-31$25,836
Interest earned on other investments2015-12-31$8,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$649,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$720,504
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-483,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,066,157
Employer contributions (assets) at end of year2015-12-31$42,051
Employer contributions (assets) at beginning of year2015-12-31$38,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,418,711
Contract administrator fees2015-12-31$7,751
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : DUNCAN REGIONAL HOSPITAL 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$3,729,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,351,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,233,849
Expenses. Certain deemed distributions of participant loans2014-12-31$47,852
Value of total corrective distributions2014-12-31$1,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,609,886
Value of total assets at end of year2014-12-31$22,161,489
Value of total assets at beginning of year2014-12-31$20,783,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,911
Total interest from all sources2014-12-31$24,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$397,218
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$397,218
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,544,692
Participant contributions at end of year2014-12-31$478,783
Participant contributions at beginning of year2014-12-31$481,458
Participant contributions at end of year2014-12-31$51,153
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$91,730
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$1,377,927
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,161,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,783,562
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$20,872,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,496,056
Interest on participant loans2014-12-31$24,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$720,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$806,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$698,555
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$973,464
Employer contributions (assets) at end of year2014-12-31$38,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,233,849
Contract administrator fees2014-12-31$68,911
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,529,781
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,354,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,235,108
Expenses. Certain deemed distributions of participant loans2013-12-31$52,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,556,798
Value of total assets at end of year2013-12-31$20,783,562
Value of total assets at beginning of year2013-12-31$16,608,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,162
Total interest from all sources2013-12-31$25,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$297,395
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$297,395
Administrative expenses professional fees incurred2013-12-31$24,194
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,399,351
Participant contributions at end of year2013-12-31$481,458
Participant contributions at beginning of year2013-12-31$409,358
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$304,407
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$4,175,292
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,783,562
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,608,270
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
Investment advisory and management fees2013-12-31$36,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,496,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,552,422
Interest on participant loans2013-12-31$25,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$806,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$646,490
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,650,046
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
Contributions received in cash from employer2013-12-31$853,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,234,765
Contract administrator fees2013-12-31$6,886
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 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,040,577
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,241,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,192,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,263,526
Value of total assets at end of year2012-12-31$16,608,270
Value of total assets at beginning of year2012-12-31$13,809,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,482
Total interest from all sources2012-12-31$30,534
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$410,880
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$410,880
Administrative expenses professional fees incurred2012-12-31$24,866
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,337,513
Participant contributions at end of year2012-12-31$409,358
Participant contributions at beginning of year2012-12-31$369,686
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$127,398
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$2,798,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,608,270
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,809,495
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$24,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,552,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,871,336
Interest on participant loans2012-12-31$19,885
Interest earned on other investments2012-12-31$10,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$646,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$568,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,335,637
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$798,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,192,320
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 : DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,519,443
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$796,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$743,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,817,886
Value of total assets at end of year2011-12-31$13,809,495
Value of total assets at beginning of year2011-12-31$13,086,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,866
Total interest from all sources2011-12-31$20,694
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$234,705
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$234,705
Administrative expenses professional fees incurred2011-12-31$32,406
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,231,034
Participant contributions at end of year2011-12-31$369,686
Participant contributions at beginning of year2011-12-31$389,682
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,011
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$722,688
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,809,495
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,086,807
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$16,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,871,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,289,893
Interest on participant loans2011-12-31$20,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$568,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$407,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-553,842
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$545,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$743,889
Contract administrator fees2011-12-31$3,826
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 : DUNCAN REGIONAL 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,524,483
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$791,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$736,294
Expenses. Certain deemed distributions of participant loans2010-12-31$20,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,139,289
Value of total assets at end of year2010-12-31$13,086,807
Value of total assets at beginning of year2010-12-31$11,353,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,808
Total interest from all sources2010-12-31$27,574
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,704
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$150,704
Administrative expenses professional fees incurred2010-12-31$4,598
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,119,465
Participant contributions at end of year2010-12-31$389,682
Participant contributions at beginning of year2010-12-31$340,768
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
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$1,733,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,086,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,353,564
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
Investment advisory and management fees2010-12-31$27,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,289,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,773,760
Interest on participant loans2010-12-31$20,022
Interest earned on other investments2010-12-31$7,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$407,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$239,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,206,916
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
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$736,294
Contract administrator fees2010-12-31$2,834
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

Form 5500 Responses for DUNCAN REGIONAL HOSPITAL 403(B) PLAN

2023: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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: DUNCAN REGIONAL 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DUNCAN REGIONAL 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DUNCAN REGIONAL HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: DUNCAN REGIONAL 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number769563-01
Policy instance 1
Insurance contract or identification number769563-01
Number of Individuals Covered147
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number769563-01
Policy instance 1
Insurance contract or identification number769563-01
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62365-2
Policy instance 1
Insurance contract or identification number62365-2
Number of Individuals Covered679
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62365-2
Policy instance 1
Insurance contract or identification number62365-2
Number of Individuals Covered685
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62365-2
Policy instance 1
Insurance contract or identification number62365-2
Number of Individuals Covered668
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 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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62365-2
Policy instance 1
Insurance contract or identification number62365-2
Number of Individuals Covered640
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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-03-10
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $342
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
Amount paid for insurance broker fees342
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS GROUP, LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number62365-2
Policy instance 1
Insurance contract or identification number62365-2
Number of Individuals Covered581
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 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered547
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $679
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees679
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFITS GROUP, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered494
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $837
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees837
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered475
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,830
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17830
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered502
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,739
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14739
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameCONSOLIDATED BENEFITS RESOURCES,LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered431
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered412
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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

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