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THE INLAND HOSPITAL PENSION PLAN 401k Plan overview

Plan NameTHE INLAND HOSPITAL PENSION PLAN
Plan identification number 002

THE INLAND HOSPITAL PENSION 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

INLAND HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:INLAND HOSPITAL
Employer identification number (EIN):010217211
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about INLAND HOSPITAL

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number: 19430000ND

More information about INLAND HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INLAND HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRIS FRAUENHOFER
0022016-01-01CHRIS FRAUENHOFER
0022015-01-01DEAN BITHER
0022014-01-01DEAN BITHER
0022013-01-01ARLENE JONES
0022012-01-01ARLENE JONES
0022011-01-01ARLENE JONES
0022010-01-01DORIS B. LYONS
0022009-01-01DORIS B. LYONS
0022009-01-01DORIS B. LYONS

Plan Statistics for THE INLAND HOSPITAL PENSION PLAN

401k plan membership statisitcs for THE INLAND HOSPITAL PENSION PLAN

Measure Date Value
2022: THE INLAND HOSPITAL PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0127
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01124
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE INLAND HOSPITAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01131
Number of participants with account balances2021-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE INLAND HOSPITAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-0139
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01165
Number of participants with account balances2020-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE INLAND HOSPITAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01182
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE INLAND HOSPITAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-0178
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01144
Total of all active and inactive participants2018-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01227
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE INLAND HOSPITAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01251
Number of participants with account balances2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE INLAND HOSPITAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01318
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01294
Number of participants with account balances2016-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE INLAND HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01318
Number of participants with account balances2015-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE INLAND HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01359
Total number of active participants reported on line 7a of the Form 55002014-01-01311
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01336
Number of participants with account balances2014-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE INLAND HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01390
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01359
Number of participants with account balances2013-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE INLAND HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01439
Total number of active participants reported on line 7a of the Form 55002012-01-01360
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01390
Number of participants with account balances2012-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE INLAND HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01484
Total number of active participants reported on line 7a of the Form 55002011-01-01391
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01439
Number of participants with account balances2011-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE INLAND HOSPITAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01719
Total number of active participants reported on line 7a of the Form 55002010-01-01416
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01484
Number of participants with account balances2010-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE INLAND HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01653
Total number of active participants reported on line 7a of the Form 55002009-01-01679
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01719
Number of participants with account balances2009-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE INLAND HOSPITAL PENSION PLAN

Measure Date Value
2022 : THE INLAND HOSPITAL PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-220,498
Total of all expenses incurred2022-12-31$39,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,252
Value of total assets at end of year2022-12-31$1,253,193
Value of total assets at beginning of year2022-12-31$1,512,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,759
Total interest from all sources2022-12-31$6,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,723
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$163
Administrative expenses (other) incurred2022-12-31$5,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-259,509
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,253,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,512,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,052,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,311,523
Interest earned on other investments2022-12-31$6,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$201,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$201,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-239,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,252
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2022-12-31010523282
2021 : THE INLAND HOSPITAL PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$261,821
Total of all expenses incurred2021-12-31$872,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$864,989
Value of total assets at end of year2021-12-31$1,512,702
Value of total assets at beginning of year2021-12-31$2,123,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,383
Total interest from all sources2021-12-31$7,083
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$30,454
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$163
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$378,302
Other income not declared elsewhere2021-12-31$27,622
Administrative expenses (other) incurred2021-12-31$7,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-610,551
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,512,702
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,123,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,311,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,532,504
Interest earned on other investments2021-12-31$7,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$201,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$212,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$196,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$864,989
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY BUNN MCMEIL & PARKER LLC
Accountancy firm EIN2021-12-31010523282
2020 : THE INLAND HOSPITAL PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$277,295
Total of all expenses incurred2020-12-31$392,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$385,493
Value of total assets at end of year2020-12-31$2,123,253
Value of total assets at beginning of year2020-12-31$2,238,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,561
Total interest from all sources2020-12-31$7,213
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$27,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$27,854
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$378,302
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$306,037
Other income not declared elsewhere2020-12-31$72,265
Administrative expenses (other) incurred2020-12-31$6,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-114,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,123,253
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,238,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,532,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,722,854
Interest earned on other investments2020-12-31$7,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$212,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$209,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$169,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$385,493
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY BUNN MCMEIL & PARKER LLC
Accountancy firm EIN2020-12-31010523282
2019 : THE INLAND HOSPITAL PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$465,271
Total of all expenses incurred2019-12-31$746,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$737,391
Value of total assets at end of year2019-12-31$2,238,012
Value of total assets at beginning of year2019-12-31$2,519,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,162
Total interest from all sources2019-12-31$8,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,492
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,492
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$306,037
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$246,619
Other income not declared elsewhere2019-12-31$59,418
Administrative expenses (other) incurred2019-12-31$9,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-281,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,238,012
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,519,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,722,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,012,097
Interest earned on other investments2019-12-31$8,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$209,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$260,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$371,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$737,391
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY BUNN MCMEIL & PARKER LLC
Accountancy firm EIN2019-12-31010523282
2018 : THE INLAND HOSPITAL PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-111,862
Total of all expenses incurred2018-12-31$708,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$699,467
Value of total assets at end of year2018-12-31$2,519,294
Value of total assets at beginning of year2018-12-31$3,340,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,502
Total interest from all sources2018-12-31$15,929
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$36,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$36,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$246,619
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$259,023
Other income not declared elsewhere2018-12-31$-12,404
Administrative expenses (other) incurred2018-12-31$9,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-820,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,519,294
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,340,125
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$2,012,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,539,701
Interest earned on other investments2018-12-31$15,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$260,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$541,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-151,736
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$699,467
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 name2018-12-31BERRY BUNN MCMEIL & PARKER LLC
Accountancy firm EIN2018-12-31010523282
2017 : THE INLAND HOSPITAL PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$441,853
Total of all expenses incurred2017-12-31$504,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$492,405
Value of total assets at end of year2017-12-31$3,340,125
Value of total assets at beginning of year2017-12-31$3,402,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,655
Total interest from all sources2017-12-31$19,708
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$35,238
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$259,023
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$205,967
Other income not declared elsewhere2017-12-31$53,056
Administrative expenses (other) incurred2017-12-31$11,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-62,207
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,340,125
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,402,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,539,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,594,360
Interest earned on other investments2017-12-31$19,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$541,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$602,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$333,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$492,405
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 name2017-12-31BERRY BUNN MCMEIL & PARKER LLC
Accountancy firm EIN2017-12-31010523282
2016 : THE INLAND HOSPITAL PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$227,409
Total of all expenses incurred2016-12-31$452,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$440,239
Value of total assets at end of year2016-12-31$3,402,332
Value of total assets at beginning of year2016-12-31$3,627,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,181
Total interest from all sources2016-12-31$21,118
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,064
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$205,967
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$193,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-225,011
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,402,332
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,627,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,594,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,811,516
Interest earned on other investments2016-12-31$21,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$602,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$621,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$172,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$440,239
Contract administrator fees2016-12-31$12,181
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 name2016-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2016-12-31010523282
2015 : THE INLAND HOSPITAL PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$26,147
Total of all expenses incurred2015-12-31$187,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$175,495
Value of total assets at end of year2015-12-31$3,627,343
Value of total assets at beginning of year2015-12-31$3,788,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,110
Total interest from all sources2015-12-31$21,973
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,643
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at beginning of year2015-12-31$5,542
Assets. Other investments not covered elsewhere at end of year2015-12-31$193,888
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$193,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-161,458
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,627,343
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,788,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,811,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,951,934
Interest on participant loans2015-12-31$74
Interest earned on other investments2015-12-31$21,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$621,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$637,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$175,495
Contract administrator fees2015-12-31$12,110
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 name2015-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2015-12-31010523282
2014 : THE INLAND HOSPITAL PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$223,074
Total of all expenses incurred2014-12-31$418,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$406,366
Value of total assets at end of year2014-12-31$3,788,801
Value of total assets at beginning of year2014-12-31$3,984,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,427
Total interest from all sources2014-12-31$22,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,791
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$52,791
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Participant contributions at end of year2014-12-31$5,542
Participant contributions at beginning of year2014-12-31$13,048
Assets. Other investments not covered elsewhere at end of year2014-12-31$193,669
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$183,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-195,719
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,788,801
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,984,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,951,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,132,059
Interest on participant loans2014-12-31$276
Interest earned on other investments2014-12-31$22,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$637,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$655,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$147,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$406,366
Contract administrator fees2014-12-31$12,427
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 name2014-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2014-12-31010523282
2013 : THE INLAND HOSPITAL PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$566,253
Total of all expenses incurred2013-12-31$576,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$563,741
Value of total assets at end of year2013-12-31$3,984,520
Value of total assets at beginning of year2013-12-31$3,995,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,174
Total interest from all sources2013-12-31$23,104
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$50,914
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$50,914
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Participant contributions at end of year2013-12-31$13,048
Participant contributions at beginning of year2013-12-31$24,782
Assets. Other investments not covered elsewhere at end of year2013-12-31$183,682
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$142,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-10,662
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,984,520
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,995,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,132,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,138,121
Interest on participant loans2013-12-31$597
Interest earned on other investments2013-12-31$22,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$655,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$689,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$492,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$563,741
Contract administrator fees2013-12-31$13,174
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 name2013-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2013-12-31010523282
2012 : THE INLAND HOSPITAL PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$407,573
Total of all expenses incurred2012-12-31$472,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$458,105
Value of total assets at end of year2012-12-31$3,995,182
Value of total assets at beginning of year2012-12-31$4,060,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,326
Total interest from all sources2012-12-31$27,111
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,870
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$66,870
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Participant contributions at end of year2012-12-31$24,782
Participant contributions at beginning of year2012-12-31$36,488
Assets. Other investments not covered elsewhere at end of year2012-12-31$142,936
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$123,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$83
Other income not declared elsewhere2012-12-31$19,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-64,858
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,995,182
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,060,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,138,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,112,988
Interest on participant loans2012-12-31$1,021
Interest earned on other investments2012-12-31$26,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$689,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$786,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$294,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$458,105
Contract administrator fees2012-12-31$14,326
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 name2012-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2012-12-31010523282
2011 : THE INLAND HOSPITAL PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$30,076
Total of all expenses incurred2011-12-31$459,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$443,998
Expenses. Certain deemed distributions of participant loans2011-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25
Value of total assets at end of year2011-12-31$4,060,040
Value of total assets at beginning of year2011-12-31$4,489,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,099
Total interest from all sources2011-12-31$33,890
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,160
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$57,160
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$25
Participant contributions at end of year2011-12-31$36,488
Participant contributions at beginning of year2011-12-31$27,878
Assets. Other investments not covered elsewhere at end of year2011-12-31$123,673
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$127,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$83
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$115
Other income not declared elsewhere2011-12-31$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-429,257
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,060,040
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,489,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,112,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,589,310
Interest on participant loans2011-12-31$9,295
Interest earned on other investments2011-12-31$24,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$786,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$744,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$443,998
Contract administrator fees2011-12-31$15,099
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 name2011-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2011-12-31010523282
2010 : THE INLAND HOSPITAL PENSION PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$4,850,652
Total income from all sources (including contributions)2010-12-31$470,458
Total of all expenses incurred2010-12-31$360,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$301,978
Expenses. Certain deemed distributions of participant loans2010-12-31$28,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$49,317
Value of total assets at end of year2010-12-31$4,489,297
Value of total assets at beginning of year2010-12-31$9,229,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,351
Total interest from all sources2010-12-31$29,639
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,269
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$60,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$28,013
Participant contributions at end of year2010-12-31$27,878
Participant contributions at beginning of year2010-12-31$177,390
Assets. Other investments not covered elsewhere at end of year2010-12-31$127,941
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$523,138
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$115
Other income not declared elsewhere2010-12-31$18,537
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$110,075
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,489,297
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,229,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,589,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,574,388
Interest on participant loans2010-12-31$3,503
Interest earned on other investments2010-12-31$26,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$744,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$954,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$312,696
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$21,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$301,978
Contract administrator fees2010-12-31$30,351
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 name2010-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2010-12-31010523282
2009 : THE INLAND HOSPITAL PENSION 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 THE INLAND HOSPITAL PENSION PLAN

2022: THE INLAND HOSPITAL PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE INLAND HOSPITAL PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE INLAND HOSPITAL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE INLAND HOSPITAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE INLAND HOSPITAL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE INLAND HOSPITAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE INLAND HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE INLAND HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE INLAND HOSPITAL PENSION 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: THE INLAND HOSPITAL PENSION 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: THE INLAND HOSPITAL PENSION 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: THE INLAND HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE INLAND HOSPITAL PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE INLAND HOSPITAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered124
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $239
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $239
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered318
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered336
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered359
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered390
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered439
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 numberTA068839
Policy instance 1
Insurance contract or identification numberTA068839
Number of Individuals Covered484
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,289
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,289
Insurance broker organization code?3
Insurance broker nameCAMMACK LARHETTE BROKERAGE INC

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