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KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameKADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN
Plan identification number 001

KADLEC REGIONAL MEDICAL CENTER 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KADLEC REGIONAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:KADLEC REGIONAL MEDICAL CENTER
Employer identification number (EIN):911266346
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about KADLEC REGIONAL MEDICAL CENTER

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1956-09-04
Company Identification Number: 036001542
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about KADLEC REGIONAL MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01REBECCA BROWN
0012014-01-01JULIE MEEK JEFF CLARK2015-09-30
0012013-01-01JULIE MEEK
0012012-01-01JULIE MEEK
0012011-01-01JULIE MEEK
0012009-01-01 JULIE MEEK2010-10-15
0012009-01-01JULIE MEEK

Plan Statistics for KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2015: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,162
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,056
Total number of active participants reported on line 7a of the Form 55002014-01-01739
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-01574
Total of all active and inactive participants2014-01-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,349
Number of participants with account balances2014-01-013,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,633
Total number of active participants reported on line 7a of the Form 55002013-01-012,533
Number of retired or separated participants receiving benefits2013-01-0129
Number of other retired or separated participants entitled to future benefits2013-01-01488
Total of all active and inactive participants2013-01-013,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-013,056
Number of participants with account balances2013-01-012,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,374
Total number of active participants reported on line 7a of the Form 55002012-01-012,270
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-01336
Total of all active and inactive participants2012-01-012,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-012,633
Number of participants with account balances2012-01-012,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,709
Total number of active participants reported on line 7a of the Form 55002011-01-012,222
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-01131
Total of all active and inactive participants2011-01-012,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,374
Number of participants with account balances2011-01-011,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,363
Total number of active participants reported on line 7a of the Form 55002009-01-012,048
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-012,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,147
Number of participants with account balances2009-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2015 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-10-17$177,591,486
Total income from all sources (including contributions)2015-10-17$16,934,305
Total of all expenses incurred2015-10-17$11,734,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-17$11,457,923
Expenses. Certain deemed distributions of participant loans2015-10-17$13,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-17$16,181,413
Value of total assets at end of year2015-10-17$0
Value of total assets at beginning of year2015-10-17$172,391,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-17$262,840
Total interest from all sources2015-10-17$123,714
Total dividends received (eg from common stock, registered investment company shares)2015-10-17$1,395,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-17Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-17$0
Total dividends received from registered investment company shares (eg mutual funds)2015-10-17$1,395,648
Administrative expenses professional fees incurred2015-10-17$20,341
Was this plan covered by a fidelity bond2015-10-17Yes
Value of fidelity bond cover2015-10-17$3,000,000
If this is an individual account plan, was there a blackout period2015-10-17Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-17$0
Were there any nonexempt tranactions with any party-in-interest2015-10-17No
Contributions received from participants2015-10-17$10,011,572
Participant contributions at end of year2015-10-17$0
Participant contributions at beginning of year2015-10-17$3,478,914
Assets. Other investments not covered elsewhere at end of year2015-10-17$0
Assets. Other investments not covered elsewhere at beginning of year2015-10-17$3,020,350
Income. Received or receivable in cash from other sources (including rollovers)2015-10-17$1,275,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-17$3,207
Other income not declared elsewhere2015-10-17$-39,486
Administrative expenses (other) incurred2015-10-17$214,657
Total non interest bearing cash at end of year2015-10-17$0
Total non interest bearing cash at beginning of year2015-10-17$3,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-17No
Value of net income/loss2015-10-17$5,199,816
Value of net assets at end of year (total assets less liabilities)2015-10-17$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-17$172,391,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-17No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-17No
Were any leases to which the plan was party in default or uncollectible2015-10-17No
Investment advisory and management fees2015-10-17$27,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-17$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-17$131,179,404
Value of interest in pooled separate accounts at end of year2015-10-17$0
Value of interest in pooled separate accounts at beginning of year2015-10-17$34,700,050
Interest on participant loans2015-10-17$123,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-17$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-17$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-17$6,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-17$-1,221,405
Net investment gain/loss from pooled separate accounts2015-10-17$494,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-17No
Was there a failure to transmit to the plan any participant contributions2015-10-17No
Has the plan failed to provide any benefit when due under the plan2015-10-17No
Contributions received in cash from employer2015-10-17$4,894,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-17$11,457,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-17Yes
Did the plan have assets held for investment2015-10-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-17Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-17Yes
Opinion of an independent qualified public accountant for this plan2015-10-17Disclaimer
Accountancy firm name2015-10-17CLARK NUBER
Accountancy firm EIN2015-10-17911194016
2014 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$25,998,243
Total of all expenses incurred2014-12-31$10,134,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,693,149
Expenses. Certain deemed distributions of participant loans2014-12-31$65,203
Value of total corrective distributions2014-12-31$2,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,298,282
Value of total assets at end of year2014-12-31$172,391,670
Value of total assets at beginning of year2014-12-31$156,527,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$373,582
Total interest from all sources2014-12-31$137,289
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,139,554
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$3,139,554
Administrative expenses professional fees incurred2014-12-31$13,600
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$10,224,189
Participant contributions at end of year2014-12-31$3,478,914
Participant contributions at beginning of year2014-12-31$3,121,688
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,020,350
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,293,409
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$905,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,197
Other income not declared elsewhere2014-12-31$96,078
Administrative expenses (other) incurred2014-12-31$286,000
Total non interest bearing cash at end of year2014-12-31$3,731
Total non interest bearing cash at beginning of year2014-12-31$36,552
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$15,864,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$172,391,670
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$156,527,530
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
Investment advisory and management fees2014-12-31$73,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$131,179,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$115,870,713
Value of interest in pooled separate accounts at end of year2014-12-31$34,700,050
Value of interest in pooled separate accounts at beginning of year2014-12-31$35,196,584
Interest on participant loans2014-12-31$137,232
Interest earned on other investments2014-12-31$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,639,315
Net investment gain/loss from pooled separate accounts2014-12-31$687,725
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$5,168,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,693,149
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$37,483,563
Total of all expenses incurred2013-12-31$11,811,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,618,553
Expenses. Certain deemed distributions of participant loans2013-12-31$7,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,971,252
Value of total assets at end of year2013-12-31$156,527,530
Value of total assets at beginning of year2013-12-31$130,855,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$185,544
Total interest from all sources2013-12-31$124,760
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,047,853
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$2,047,853
Administrative expenses professional fees incurred2013-12-31$13,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$9,010,292
Participant contributions at end of year2013-12-31$3,121,688
Participant contributions at beginning of year2013-12-31$2,737,934
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,293,409
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,000,626
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,035,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,779
Other income not declared elsewhere2013-12-31$184,410
Administrative expenses (other) incurred2013-12-31$137,010
Total non interest bearing cash at end of year2013-12-31$36,552
Total non interest bearing cash at beginning of year2013-12-31$19,404
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$25,671,832
Value of net assets at end of year (total assets less liabilities)2013-12-31$156,527,530
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$130,855,698
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$34,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$115,870,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$88,015,182
Value of interest in pooled separate accounts at end of year2013-12-31$35,196,584
Value of interest in pooled separate accounts at beginning of year2013-12-31$38,075,445
Interest on participant loans2013-12-31$124,733
Interest earned on other investments2013-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,401,820
Net investment gain/loss from pooled separate accounts2013-12-31$753,468
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$4,925,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,618,553
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$25,315,662
Total of all expenses incurred2012-12-31$6,164,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,027,424
Expenses. Certain deemed distributions of participant loans2012-12-31$48,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,534,458
Value of total assets at end of year2012-12-31$130,855,698
Value of total assets at beginning of year2012-12-31$111,704,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$88,656
Total interest from all sources2012-12-31$106,012
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,884,827
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$1,884,827
Administrative expenses professional fees incurred2012-12-31$13,312
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,046,876
Participant contributions at end of year2012-12-31$2,737,934
Participant contributions at beginning of year2012-12-31$2,228,214
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,000,626
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,792,670
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,018,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,804
Other income not declared elsewhere2012-12-31$137,383
Administrative expenses (other) incurred2012-12-31$18,814
Total non interest bearing cash at end of year2012-12-31$19,404
Total non interest bearing cash at beginning of year2012-12-31$36,974
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$19,151,567
Value of net assets at end of year (total assets less liabilities)2012-12-31$130,855,698
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$111,704,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$56,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$88,015,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$68,932,499
Value of interest in pooled separate accounts at end of year2012-12-31$38,075,445
Value of interest in pooled separate accounts at beginning of year2012-12-31$38,708,647
Interest on participant loans2012-12-31$106,010
Interest earned on other investments2012-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,811,671
Net investment gain/loss from pooled separate accounts2012-12-31$841,311
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,469,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,027,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$12,266,915
Total of all expenses incurred2011-12-31$6,513,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,429,655
Expenses. Certain deemed distributions of participant loans2011-12-31$9,136
Value of total corrective distributions2011-12-31$4,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,182,908
Value of total assets at end of year2011-12-31$111,704,131
Value of total assets at beginning of year2011-12-31$105,951,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,433
Total interest from all sources2011-12-31$92,140
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,313,142
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$1,313,142
Administrative expenses professional fees incurred2011-12-31$11,427
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$7,496,623
Participant contributions at end of year2011-12-31$2,228,214
Participant contributions at beginning of year2011-12-31$1,972,276
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,792,670
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,221,326
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$408,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,977
Other income not declared elsewhere2011-12-31$-75,295
Administrative expenses (other) incurred2011-12-31$16,251
Total non interest bearing cash at end of year2011-12-31$36,974
Total non interest bearing cash at beginning of year2011-12-31$45,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,752,993
Value of net assets at end of year (total assets less liabilities)2011-12-31$111,704,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$105,951,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$68,932,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$65,770,676
Value of interest in pooled separate accounts at end of year2011-12-31$38,708,647
Value of interest in pooled separate accounts at beginning of year2011-12-31$36,937,471
Interest on participant loans2011-12-31$92,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,120,489
Net investment gain/loss from pooled separate accounts2011-12-31$874,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,277,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,429,655
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$720,196
Total income from all sources (including contributions)2010-12-31$21,155,380
Total of all expenses incurred2010-12-31$4,030,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,879,114
Expenses. Certain deemed distributions of participant loans2010-12-31$76,706
Value of total corrective distributions2010-12-31$8,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,351,131
Value of total assets at end of year2010-12-31$105,951,138
Value of total assets at beginning of year2010-12-31$88,106,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,775
Total interest from all sources2010-12-31$106,527
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,303,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,303,841
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,516,001
Participant contributions at end of year2010-12-31$1,972,276
Participant contributions at beginning of year2010-12-31$1,718,300
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,221,326
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$34,976,478
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$508,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,977
Other income not declared elsewhere2010-12-31$661,170
Administrative expenses (other) incurred2010-12-31$13,046
Total non interest bearing cash at end of year2010-12-31$45,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$17,124,576
Value of net assets at end of year (total assets less liabilities)2010-12-31$105,951,138
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,106,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$53,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$65,770,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$51,297,477
Value of interest in pooled separate accounts at end of year2010-12-31$36,937,471
Interest on participant loans2010-12-31$106,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$114,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,044,849
Net investment gain/loss from pooled separate accounts2010-12-31$687,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,326,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,879,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN

2015: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: KADLEC REGIONAL MEDICAL CENTER 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: KADLEC REGIONAL MEDICAL CENTER 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: KADLEC REGIONAL MEDICAL CENTER 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: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KADLEC REGIONAL MEDICAL CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-10-17
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 numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered3162
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 numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered2583
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered2121
Insurance policy start date2012-01-01
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered1878
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 numberTT069199
Policy instance 1
Insurance contract or identification numberTT069199
Number of Individuals Covered1709
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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