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COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameCOPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST
Plan identification number 001

COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BISBEE HOSPITAL ASSOCIATION INC has sponsored the creation of one or more 401k plans.

Company Name:BISBEE HOSPITAL ASSOCIATION INC
Employer identification number (EIN):860334996
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01HEATHER LUNDSTROM
0012016-01-01JAMES EHASZ
0012015-01-01JAMES EHASZ
0012014-01-01JAMES EHASZ
0012013-01-01ERIC L. HUGHES
0012012-10-01ERIC L. HUGHES
0012011-10-01ERIC L. HUGHES
0012009-10-01JAMES DICKSON
0012008-10-01

Plan Statistics for COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2020: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01409
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01414
Number of participants with account balances2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01388
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01363
Number of participants with account balances2018-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01322
Total number of active participants reported on line 7a of the Form 55002017-01-01373
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01388
Number of participants with account balances2017-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01322
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01167
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01282
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01213
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01260
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01282
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-01261
Total number of active participants reported on line 7a of the Form 55002012-10-01202
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0158
Total of all active and inactive participants2012-10-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01260
Number of participants with account balances2012-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-01251
Total number of active participants reported on line 7a of the Form 55002011-10-01200
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0161
Total of all active and inactive participants2011-10-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01261
Number of participants with account balances2011-10-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-013
2009: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-01241
Total number of active participants reported on line 7a of the Form 55002009-10-01158
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0146
Total of all active and inactive participants2009-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01204
Number of participants with account balances2009-10-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2020 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2020 401k financial data
Total transfer of assets from this plan2020-06-30$4,131,343
Total income from all sources (including contributions)2020-06-30$96,597
Total of all expenses incurred2020-06-30$2,119,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,115,505
Value of total corrective distributions2020-06-30$2,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$178,215
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$6,154,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,492
Total interest from all sources2020-06-30$4,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$450,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$141,589
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$17,927
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$152,551
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$12,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-2,022,865
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,154,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,960,271
Interest on participant loans2020-06-30$4,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-86,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$36,626
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$10,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,115,505
Contract administrator fees2020-06-30$1,492
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WIPFLI LLP
Accountancy firm EIN2020-06-30390758449
2019 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,891,258
Total income from all sources (including contributions)2019-12-31$1,891,258
Total of all expenses incurred2019-12-31$1,665,885
Total of all expenses incurred2019-12-31$1,665,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,623,276
Expenses. Certain deemed distributions of participant loans2019-12-31$11,444
Expenses. Certain deemed distributions of participant loans2019-12-31$11,444
Value of total corrective distributions2019-12-31$5,506
Value of total corrective distributions2019-12-31$5,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$860,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$860,931
Value of total assets at end of year2019-12-31$6,125,629
Value of total assets at end of year2019-12-31$6,125,629
Value of total assets at beginning of year2019-12-31$5,900,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,659
Total interest from all sources2019-12-31$8,693
Total interest from all sources2019-12-31$8,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$567,343
Contributions received from participants2019-12-31$567,343
Participant contributions at end of year2019-12-31$152,551
Participant contributions at end of year2019-12-31$152,551
Participant contributions at beginning of year2019-12-31$143,368
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,213
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$67,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$12,807
Total non interest bearing cash at beginning of year2019-12-31$20,124
Total non interest bearing cash at beginning of year2019-12-31$20,124
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$225,373
Value of net income/loss2019-12-31$225,373
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,125,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,125,629
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,900,256
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,900,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,960,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,960,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,736,764
Interest on participant loans2019-12-31$8,693
Interest on participant loans2019-12-31$8,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,021,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$226,375
Contributions received in cash from employer2019-12-31$226,375
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,623,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,623,276
Contract administrator fees2019-12-31$25,659
Contract administrator fees2019-12-31$25,659
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$668,055
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$995,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$929,715
Expenses. Certain deemed distributions of participant loans2018-12-31$4,257
Value of total corrective distributions2018-12-31$20,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$987,863
Value of total assets at end of year2018-12-31$5,900,256
Value of total assets at beginning of year2018-12-31$6,227,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,546
Total interest from all sources2018-12-31$6,848
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
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$613,987
Participant contributions at end of year2018-12-31$143,368
Participant contributions at beginning of year2018-12-31$138,359
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$99,152
Total non interest bearing cash at end of year2018-12-31$20,124
Total non interest bearing cash at beginning of year2018-12-31$10,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-327,209
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,900,256
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,227,465
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$5,736,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,078,310
Value of interest in pooled separate accounts at end of year2018-12-31$5,736,764
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,078,310
Interest on participant loans2018-12-31$6,848
Net investment gain/loss from pooled separate accounts2018-12-31$-326,656
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$274,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$929,715
Contract administrator fees2018-12-31$40,546
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 name2018-12-31REIGER CARR & MONROE
Accountancy firm EIN2018-12-31480573184
2017 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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$1,619,663
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$782,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$712,310
Expenses. Certain deemed distributions of participant loans2017-12-31$8,219
Value of total corrective distributions2017-12-31$24,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$871,245
Value of total assets at end of year2017-12-31$6,227,465
Value of total assets at beginning of year2017-12-31$5,390,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,747
Total interest from all sources2017-12-31$5,025
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
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$608,485
Participant contributions at end of year2017-12-31$138,359
Participant contributions at beginning of year2017-12-31$158,244
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,842
Total non interest bearing cash at end of year2017-12-31$10,796
Total non interest bearing cash at beginning of year2017-12-31$7,153
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$837,442
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,227,465
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,390,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,078,310
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,224,626
Interest on participant loans2017-12-31$5,025
Net investment gain/loss from pooled separate accounts2017-12-31$743,393
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$228,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$712,310
Contract administrator fees2017-12-31$36,747
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 name2017-12-31REIGER CARR & MONROE
Accountancy firm EIN2017-12-31480573184
2016 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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$1,206,928
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$257,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$209,567
Value of total corrective distributions2016-12-31$17,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$899,604
Value of total assets at end of year2016-12-31$5,390,023
Value of total assets at beginning of year2016-12-31$4,440,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,749
Total interest from all sources2016-12-31$4,709
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,749
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
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$548,904
Participant contributions at end of year2016-12-31$158,244
Participant contributions at beginning of year2016-12-31$164,126
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$131,517
Total non interest bearing cash at end of year2016-12-31$7,153
Total non interest bearing cash at beginning of year2016-12-31$32,455
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$949,553
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,390,023
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,440,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,224,626
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,243,889
Interest on participant loans2016-12-31$4,709
Net investment gain/loss from pooled separate accounts2016-12-31$302,615
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$219,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$209,567
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 name2016-12-31REIGER CARR & MONROE
Accountancy firm EIN2016-12-31480573184
2015 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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$631,933
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$765,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$735,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$682,053
Value of total assets at end of year2015-12-31$4,440,470
Value of total assets at beginning of year2015-12-31$4,574,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,099
Total interest from all sources2015-12-31$5,956
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
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$474,602
Participant contributions at end of year2015-12-31$164,126
Participant contributions at beginning of year2015-12-31$104,555
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$32,455
Total non interest bearing cash at beginning of year2015-12-31$37,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-133,887
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,440,470
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,574,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,243,889
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,432,784
Interest on participant loans2015-12-31$5,956
Net investment gain/loss from pooled separate accounts2015-12-31$-56,076
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$207,451
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$735,721
Contract administrator fees2015-12-31$30,099
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 name2015-12-31REIGER CARR & MONROE
Accountancy firm EIN2015-12-31480573184
2014 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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$770,037
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$532,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$508,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$628,633
Value of total assets at end of year2014-12-31$4,574,357
Value of total assets at beginning of year2014-12-31$4,336,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,347
Total interest from all sources2014-12-31$6,858
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$385,894
Participant contributions at end of year2014-12-31$104,555
Participant contributions at beginning of year2014-12-31$127,037
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$12,922
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,063
Administrative expenses (other) incurred2014-12-31$24,347
Total non interest bearing cash at end of year2014-12-31$37,018
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$237,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,574,357
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,336,730
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 pooled separate accounts at end of year2014-12-31$4,432,784
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,188,656
Interest on participant loans2014-12-31$6,858
Net investment gain/loss from pooled separate accounts2014-12-31$134,546
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$223,676
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$8,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$508,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REIGER CARR & MONROE
Accountancy firm EIN2014-12-31480573184
2013 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,161,021
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$199,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$193,991
Expenses. Certain deemed distributions of participant loans2013-12-31$5,640
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$541,620
Value of total assets at end of year2013-12-31$4,336,730
Value of total assets at beginning of year2013-12-31$3,375,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$6,854
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
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$340,644
Participant contributions at end of year2013-12-31$127,037
Participant contributions at beginning of year2013-12-31$62,068
Participant contributions at end of year2013-12-31$12,922
Participant contributions at beginning of year2013-12-31$11,815
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$961,390
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,336,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,375,340
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$0
Value of interest in pooled separate accounts at end of year2013-12-31$4,188,656
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,294,055
Interest on participant loans2013-12-31$6,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$612,547
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$200,976
Employer contributions (assets) at end of year2013-12-31$8,115
Employer contributions (assets) at beginning of year2013-12-31$7,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$193,991
Contract administrator fees2013-12-31$0
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REGIER CARR & MONROE, LLP CPAS
Accountancy firm EIN2013-12-31480573184
2012 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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$145,192
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$37,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$120,850
Value of total assets at end of year2012-12-31$3,389,385
Value of total assets at beginning of year2012-12-31$3,281,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
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$76,849
Participant contributions at end of year2012-12-31$11,815
Participant contributions at beginning of year2012-12-31$26,847
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$107,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,389,385
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,281,872
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 pooled separate accounts at end of year2012-12-31$3,370,168
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,240,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$24,342
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$44,001
Employer contributions (assets) at end of year2012-12-31$7,402
Employer contributions (assets) at beginning of year2012-12-31$14,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,679
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
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$933,982
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$256,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$256,273
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$520,827
Value of total assets at end of year2012-09-30$3,281,872
Value of total assets at beginning of year2012-09-30$2,604,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$350,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$323,529
Participant contributions at end of year2012-09-30$26,847
Participant contributions at beginning of year2012-09-30$10,799
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$677,709
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,281,872
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,604,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$3,240,354
Value of interest in pooled separate accounts at beginning of year2012-09-30$2,581,506
Interest on participant loans2012-09-30$0
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$0
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$413,155
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$197,298
Employer contributions (assets) at end of year2012-09-30$14,671
Employer contributions (assets) at beginning of year2012-09-30$11,858
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$256,273
Contract administrator fees2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30STANLEY F. CARPENTER
Accountancy firm EIN2012-09-30860695808
2011 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-62,357
Total unrealized appreciation/depreciation of assets2011-09-30$-62,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$511,778
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$426,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$426,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$574,135
Value of total assets at end of year2011-09-30$2,604,163
Value of total assets at beginning of year2011-09-30$2,518,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$300,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$321,208
Participant contributions at end of year2011-09-30$10,799
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$14,406
Administrative expenses (other) incurred2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$85,543
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,604,163
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,518,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in pooled separate accounts at end of year2011-09-30$2,581,506
Value of interest in pooled separate accounts at beginning of year2011-09-30$2,518,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$238,521
Employer contributions (assets) at end of year2011-09-30$11,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$426,235
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30STANLEY F. CARPENTER
Accountancy firm EIN2011-09-30860695808
2010 : COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST

2020: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 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 benefit arrangement – InsuranceYes
2012: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: COPPER QUEEN COMMUNITY HOSPITAL 401(K) SAVINGS PLAN AND TRUST 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of fees paid to insurance companyUSD $5,460
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees5075
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered258
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $3,230
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees3230
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered252
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 $2,650
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?Yes
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
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees2650
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered244
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,382
Total amount of fees paid to insurance companyUSD $2,475
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?Yes
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
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $5,382
Insurance broker organization code?3
Amount paid for insurance broker fees2475
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameJOHN HANCOCK RPS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,191
Total amount of fees paid to insurance companyUSD $3,530
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?Yes
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
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $7,191
Insurance broker organization code?3
Amount paid for insurance broker fees3530
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameJOHN HANCOCK RPS LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number114682
Policy instance 1
Insurance contract or identification number114682
Number of Individuals Covered211
Insurance policy start date2014-07-18
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,677
Total amount of fees paid to insurance companyUSD $1,040
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?Yes
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
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $33,677
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
Insurance broker nameJOHN HANCOCK RPS LLC
GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA000454
Policy instance 2
Insurance contract or identification numberA000454
Number of Individuals Covered169
Insurance policy start date2014-01-01
Insurance policy end date2014-07-17
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
Insurance broker organization code?0
Insurance broker nameVICTOR DENIGRIS
GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA000454
Policy instance 1
Insurance contract or identification numberA000454
Number of Individuals Covered169
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 $30,198
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
Amount paid for insurance broker fees7365
Insurance broker organization code?4
Insurance broker nameRAPHAEL HOFFMAN
GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA000454
Policy instance 1
Insurance contract or identification numberA000454
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,902
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
Amount paid for insurance broker fees7902
Insurance broker organization code?4
Insurance broker nameTODD DESBERG
GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA000454
Policy instance 1
Insurance contract or identification numberA000454
Number of Individuals Covered192
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,957
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
GREAT AMERICAN LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 93661 )
Policy contract numberA000454
Policy instance 1
Insurance contract or identification numberA000454
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
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

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