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HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameHILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN
Plan identification number 003

HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

HILL COUNTRY MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:HILL COUNTRY MEMORIAL HOSPITAL
Employer identification number (EIN):746083124
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HILL COUNTRY MEMORIAL HOSPITAL

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1966-12-07
Company Identification Number: 0022997201
Legal Registered Office Address: PO BOX 835

FREDERICKSBRG
United States of America (USA)
78624

More information about HILL COUNTRY MEMORIAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JANICE MENKING
0032016-01-01JANICE MENKING
0032015-01-01JANICE MENKING
0032014-01-01JANICE MENKING
0032013-01-01JANICE MENKING
0032012-01-01ALYSHA METZGER
0032011-01-01ALYSHA METZGER HILL COUNTRY MEMORIAL HOSPITAL2012-10-12

Plan Statistics for HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01849
Total number of active participants reported on line 7a of the Form 55002022-01-01671
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01247
Total of all active and inactive participants2022-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01931
Number of participants with account balances2022-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0131
2021: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01850
Total number of active participants reported on line 7a of the Form 55002021-01-01635
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01205
Total of all active and inactive participants2021-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01849
Number of participants with account balances2021-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01846
Total number of active participants reported on line 7a of the Form 55002020-01-01657
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01850
Number of participants with account balances2020-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,210
Total number of active participants reported on line 7a of the Form 55002019-01-01659
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01173
Total of all active and inactive participants2019-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01846
Number of participants with account balances2019-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,183
Total number of active participants reported on line 7a of the Form 55002018-01-01704
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01493
Total of all active and inactive participants2018-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,210
Number of participants with account balances2018-01-011,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0150
2017: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,068
Total number of active participants reported on line 7a of the Form 55002017-01-01744
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01427
Total of all active and inactive participants2017-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,179
Number of participants with account balances2017-01-011,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,013
Total number of active participants reported on line 7a of the Form 55002016-01-01743
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01322
Total of all active and inactive participants2016-01-011,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,068
Number of participants with account balances2016-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01937
Total number of active participants reported on line 7a of the Form 55002015-01-01689
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01320
Total of all active and inactive participants2015-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,012
Number of participants with account balances2015-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01888
Total number of active participants reported on line 7a of the Form 55002014-01-01667
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01266
Total of all active and inactive participants2014-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01937
Number of participants with account balances2014-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01808
Total number of active participants reported on line 7a of the Form 55002013-01-01661
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01225
Total of all active and inactive participants2013-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01887
Number of participants with account balances2013-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01835
Total number of active participants reported on line 7a of the Form 55002012-01-01623
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01808
Number of participants with account balances2012-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01832
Total number of active participants reported on line 7a of the Form 55002011-01-01761
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01835
Number of participants with account balances2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122

Financial Data on HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN

Measure Date Value
2022 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,862,852
Total of all expenses incurred2022-12-31$6,204,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,971,512
Expenses. Certain deemed distributions of participant loans2022-12-31$10,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,290,313
Value of total assets at end of year2022-12-31$39,526,793
Value of total assets at beginning of year2022-12-31$48,594,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$222,800
Total interest from all sources2022-12-31$79,645
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,092,076
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$1,092,076
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$2,957,926
Participant contributions at end of year2022-12-31$805,612
Participant contributions at beginning of year2022-12-31$644,471
Participant contributions at end of year2022-12-31$366
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$237,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$547
Administrative expenses (other) incurred2022-12-31$86,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,067,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,526,793
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,594,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$135,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,252,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,338,579
Interest on participant loans2022-12-31$27,341
Interest earned on other investments2022-12-31$52,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,373,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,633,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,324,886
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$1,095,341
Employer contributions (assets) at end of year2022-12-31$1,093,514
Employer contributions (assets) at beginning of year2022-12-31$977,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,971,512
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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
Accountancy firm EIN2022-12-31440160260
2021 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$9,017,946
Total of all expenses incurred2021-12-31$3,634,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,350,150
Expenses. Certain deemed distributions of participant loans2021-12-31$19,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,893,117
Value of total assets at end of year2021-12-31$48,594,432
Value of total assets at beginning of year2021-12-31$43,210,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$264,354
Total interest from all sources2021-12-31$72,951
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$840,347
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$840,347
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,867,057
Participant contributions at end of year2021-12-31$644,471
Participant contributions at beginning of year2021-12-31$700,161
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$329
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$140,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$868
Administrative expenses (other) incurred2021-12-31$93,356
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$5,383,868
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,594,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,210,564
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$170,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,338,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,011,631
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$25,748
Interest earned on other investments2021-12-31$47,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,633,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,408,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,211,531
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$885,577
Employer contributions (assets) at end of year2021-12-31$977,485
Employer contributions (assets) at beginning of year2021-12-31$1,088,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,350,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BKD LLP
Accountancy firm EIN2021-12-31440160260
2020 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,393,152
Total of all expenses incurred2020-12-31$5,454,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,199,173
Expenses. Certain deemed distributions of participant loans2020-12-31$14,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,856,054
Value of total assets at end of year2020-12-31$43,210,564
Value of total assets at beginning of year2020-12-31$39,271,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$240,285
Total interest from all sources2020-12-31$46,237
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$811,841
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$811,841
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,751,906
Participant contributions at end of year2020-12-31$700,161
Participant contributions at beginning of year2020-12-31$803,703
Participant contributions at end of year2020-12-31$329
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$182,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$733
Administrative expenses (other) incurred2020-12-31$119,151
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$3,938,909
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,210,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,271,655
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$121,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,011,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,765,649
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,273,039
Interest on participant loans2020-12-31$33,883
Interest earned on other investments2020-12-31$12,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,408,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$346,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,641,722
Net investment gain/loss from pooled separate accounts2020-12-31$37,298
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$921,309
Employer contributions (assets) at end of year2020-12-31$1,088,649
Employer contributions (assets) at beginning of year2020-12-31$1,082,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,199,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,449,916
Total of all expenses incurred2019-12-31$5,552,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,266,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,944,092
Value of total assets at end of year2019-12-31$39,271,655
Value of total assets at beginning of year2019-12-31$34,374,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$286,692
Total interest from all sources2019-12-31$36,403
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$808,892
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$808,892
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,760,311
Participant contributions at end of year2019-12-31$803,703
Participant contributions at beginning of year2019-12-31$892,797
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$369
Administrative expenses (other) incurred2019-12-31$286,692
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$4,896,986
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,271,655
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,374,669
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,765,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,938,224
Value of interest in pooled separate accounts at end of year2019-12-31$2,273,039
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,219,961
Interest on participant loans2019-12-31$35,467
Interest earned on other investments2019-12-31$936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$346,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$208,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,606,062
Net investment gain/loss from pooled separate accounts2019-12-31$54,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,038,663
Employer contributions (assets) at end of year2019-12-31$1,082,237
Employer contributions (assets) at beginning of year2019-12-31$1,115,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,266,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,619,298
Total of all expenses incurred2018-12-31$3,988,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,708,215
Expenses. Certain deemed distributions of participant loans2018-12-31$19,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,999,720
Value of total assets at end of year2018-12-31$34,374,669
Value of total assets at beginning of year2018-12-31$32,743,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$260,344
Total interest from all sources2018-12-31$34,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$750,871
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$750,871
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,846,409
Participant contributions at end of year2018-12-31$892,797
Participant contributions at beginning of year2018-12-31$940,709
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,083,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$927
Administrative expenses (other) incurred2018-12-31$260,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,630,884
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,374,669
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,743,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,938,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,571,649
Value of interest in pooled separate accounts at end of year2018-12-31$2,219,961
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,013,978
Interest on participant loans2018-12-31$34,351
Interest earned on other investments2018-12-31$473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$208,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$216,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,200,503
Net investment gain/loss from pooled separate accounts2018-12-31$34,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,069,841
Employer contributions (assets) at end of year2018-12-31$1,115,217
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,708,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$42
Total income from all sources (including contributions)2017-12-31$7,860,439
Total of all expenses incurred2017-12-31$2,433,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,192,441
Expenses. Certain deemed distributions of participant loans2017-12-31$2,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,670,894
Value of total assets at end of year2017-12-31$32,743,785
Value of total assets at beginning of year2017-12-31$27,316,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$238,689
Total interest from all sources2017-12-31$32,688
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$586,861
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$586,861
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,562,637
Participant contributions at end of year2017-12-31$940,709
Participant contributions at beginning of year2017-12-31$849,850
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$75,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$286
Administrative expenses (other) incurred2017-12-31$238,689
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$5,426,960
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,743,785
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,316,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,571,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,404,226
Value of interest in pooled separate accounts at end of year2017-12-31$2,013,978
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,911,673
Interest on participant loans2017-12-31$31,635
Interest earned on other investments2017-12-31$1,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$216,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$150,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,546,503
Net investment gain/loss from pooled separate accounts2017-12-31$23,493
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$1,033,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,192,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,180,293
Total of all expenses incurred2016-12-31$2,578,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,364,477
Expenses. Certain deemed distributions of participant loans2016-12-31$5,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,491,666
Value of total assets at end of year2016-12-31$27,316,783
Value of total assets at beginning of year2016-12-31$25,715,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,326
Total interest from all sources2016-12-31$28,085
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$414,969
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$414,969
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,262,206
Participant contributions at end of year2016-12-31$849,850
Participant contributions at beginning of year2016-12-31$757,892
Participant contributions at beginning of year2016-12-31$65,376
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$229,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$848
Administrative expenses (other) incurred2016-12-31$208,326
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$1,601,516
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,316,783
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,715,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,404,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,307,459
Value of interest in pooled separate accounts at end of year2016-12-31$1,911,673
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,508,262
Interest on participant loans2016-12-31$26,700
Interest earned on other investments2016-12-31$1,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$150,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$126,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,224,602
Net investment gain/loss from pooled separate accounts2016-12-31$20,971
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
Employer contributions (assets) at beginning of year2016-12-31$948,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,364,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,247,792
Total of all expenses incurred2015-12-31$1,905,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,704,573
Expenses. Certain deemed distributions of participant loans2015-12-31$3,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,096,112
Value of total assets at end of year2015-12-31$25,715,267
Value of total assets at beginning of year2015-12-31$23,373,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$197,956
Total interest from all sources2015-12-31$26,401
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$606,260
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$606,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,076,260
Participant contributions at end of year2015-12-31$757,892
Participant contributions at beginning of year2015-12-31$634,509
Participant contributions at end of year2015-12-31$65,376
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$208,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$586
Administrative expenses (other) incurred2015-12-31$197,956
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$2,342,169
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,715,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,373,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,307,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,158,818
Value of interest in pooled separate accounts at end of year2015-12-31$1,508,262
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,482,776
Interest on participant loans2015-12-31$25,316
Interest earned on other investments2015-12-31$1,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$126,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-499,051
Net investment gain/loss from pooled separate accounts2015-12-31$18,070
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$1,811,616
Employer contributions (assets) at end of year2015-12-31$948,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,704,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,266,475
Total of all expenses incurred2014-12-31$1,882,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,699,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,881,429
Value of total assets at end of year2014-12-31$23,373,098
Value of total assets at beginning of year2014-12-31$21,989,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$182,948
Total interest from all sources2014-12-31$23,349
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$464,782
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$464,782
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,648,405
Participant contributions at end of year2014-12-31$634,509
Participant contributions at beginning of year2014-12-31$526,618
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$233,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$586
Administrative expenses (other) incurred2014-12-31$182,948
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$1,383,978
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,373,098
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,989,120
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$21,158,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,977,642
Value of interest in pooled separate accounts at end of year2014-12-31$1,482,776
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,428,002
Interest on participant loans2014-12-31$22,554
Interest earned on other investments2014-12-31$795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$879,435
Net investment gain/loss from pooled separate accounts2014-12-31$17,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,699,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,526,258
Total of all expenses incurred2013-12-31$1,779,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,620,275
Expenses. Certain deemed distributions of participant loans2013-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,095,692
Value of total assets at end of year2013-12-31$21,989,120
Value of total assets at beginning of year2013-12-31$18,242,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$159,305
Total interest from all sources2013-12-31$24,611
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$403,960
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$403,960
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,540,209
Participant contributions at end of year2013-12-31$526,618
Participant contributions at beginning of year2013-12-31$537,898
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$156,325
Administrative expenses (other) incurred2013-12-31$159,305
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$3,746,525
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,989,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,242,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,977,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,995,189
Value of interest in pooled separate accounts at end of year2013-12-31$1,428,002
Value of interest in pooled separate accounts at beginning of year2013-12-31$667,539
Interest on participant loans2013-12-31$24,156
Interest earned on other investments2013-12-31$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$41,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,985,585
Net investment gain/loss from pooled separate accounts2013-12-31$16,410
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$1,399,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,620,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$34,389
Total income from all sources (including contributions)2012-12-31$3,424,681
Total of all expenses incurred2012-12-31$2,795,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,710,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,638,298
Value of total assets at end of year2012-12-31$18,242,595
Value of total assets at beginning of year2012-12-31$17,578,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,922
Total interest from all sources2012-12-31$101,191
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$183,383
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$183,383
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,486,024
Participant contributions at end of year2012-12-31$537,898
Participant contributions at beginning of year2012-12-31$550,365
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,542,668
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$151,994
Administrative expenses (other) incurred2012-12-31$84,922
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$629,499
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,242,595
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,578,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,995,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,572,441
Value of interest in pooled separate accounts at end of year2012-12-31$667,539
Interest on participant loans2012-12-31$49,225
Interest earned on other investments2012-12-31$51,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$41,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,913,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,501,319
Net investment gain/loss from pooled separate accounts2012-12-31$490
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$280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,710,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 : HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,138,529
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,022,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$934,285
Expenses. Certain deemed distributions of participant loans2011-12-31$16,044
Value of total corrective distributions2011-12-31$764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,252,364
Value of total assets at end of year2011-12-31$17,578,707
Value of total assets at beginning of year2011-12-31$16,463,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$71,735
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$72,450
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$418,544
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$418,544
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,428,612
Participant contributions at end of year2011-12-31$550,365
Participant contributions at beginning of year2011-12-31$440,303
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,542,668
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,847,627
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$339,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-53,847
Administrative expenses (other) incurred2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,115,701
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,578,707
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,463,006
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,572,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,547,364
Interest on participant loans2011-12-31$20,501
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$51,949
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,913,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,627,712
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-550,982
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$483,787
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$934,285
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$71,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260

Form 5500 Responses for HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN

2022: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HILL COUNTRY MEMORIAL HOSPITAL 403(B) RETIREMENT 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered824
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered825
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered828
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered779
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered1151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered1123
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered937
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 1
Insurance contract or identification numberTA069494
Number of Individuals Covered765
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 2
Insurance contract or identification numberTA069494
Number of Individuals Covered698
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number09616
Policy instance 1
Insurance contract or identification number09616
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number09616
Policy instance 1
Insurance contract or identification number09616
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069494
Policy instance 3
Insurance contract or identification numberTA069494
Number of Individuals Covered599
Insurance policy start date2012-11-12
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number928399
Policy instance 2
Insurance contract or identification number928399
Number of Individuals Covered161
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,592
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,592
Insurance broker nameMETLIFE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number928399
Policy instance 2
Insurance contract or identification number928399
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,229
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?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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number09616
Policy instance 1
Insurance contract or identification number09616
Number of Individuals Covered1
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $386

Potentially related plans

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