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PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:CHESHIRE MEDICAL CENTER
Employer identification number (EIN):020354549
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01KATHRYN
0012015-07-01
0012014-07-01
0012013-07-01ROBERT K. COCHRANE
0012012-07-01ROBERT K. COCHRANE
0012011-07-01JILL I. BATTY
0012009-07-01MARILYN LEHTO

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2022 401k membership
Market value of plan assets2022-06-3073,541,190
Acturial value of plan assets2022-06-3066,228,792
Funding target for retired participants and beneficiaries receiving payment2022-06-3044,055,402
Number of terminated vested participants2022-06-30165
Fundng target for terminated vested participants2022-06-307,516,998
Active participant vested funding target2022-06-3010,813,531
Number of active participants2022-06-30207
Total funding liabilities for active participants2022-06-3010,813,531
Total participant count2022-06-30922
Total funding target for all participants2022-06-3062,385,931
Balance at beginning of prior year after applicable adjustments2022-06-30806,960
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3013,535,780
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-30737,000
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-3069,960
Amount remaining of prefunding balance2022-06-3013,535,780
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-3089,857
Balance of prefunding at beginning of current year2022-06-3017,385,356
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30800,000
Net shortfall amortization installment of oustanding balance2022-06-3013,632,352
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-302,071,102
Carryover balance elected to use to offset funding requirement2022-06-3089,857
Prefunding balance elected to use to offset funding requirement2022-06-301,981,245
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2021 401k membership
Total participants, beginning-of-year2021-07-01918
Total number of active participants reported on line 7a of the Form 55002021-07-01172
Number of retired or separated participants receiving benefits2021-07-01519
Number of other retired or separated participants entitled to future benefits2021-07-01184
Total of all active and inactive participants2021-07-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0140
Total participants2021-07-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3061,527,529
Acturial value of plan assets2021-06-3064,925,788
Funding target for retired participants and beneficiaries receiving payment2021-06-3042,634,634
Number of terminated vested participants2021-06-30177
Fundng target for terminated vested participants2021-06-308,123,851
Active participant vested funding target2021-06-3011,816,904
Number of active participants2021-06-30221
Total funding liabilities for active participants2021-06-3011,816,904
Total participant count2021-06-30938
Total funding target for all participants2021-06-3062,575,389
Balance at beginning of prior year after applicable adjustments2021-06-30811,831
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3013,617,485
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-30811,831
Amount remaining of prefunding balance2021-06-3013,617,485
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-30806,960
Balance of prefunding at beginning of current year2021-06-3013,535,780
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30737,000
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30737,000
Carryover balance elected to use to offset funding requirement2021-06-30737,000
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2020 401k membership
Total participants, beginning-of-year2020-07-01935
Total number of active participants reported on line 7a of the Form 55002020-07-01207
Number of retired or separated participants receiving benefits2020-07-01513
Number of other retired or separated participants entitled to future benefits2020-07-01163
Total of all active and inactive participants2020-07-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0135
Total participants2020-07-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3065,593,275
Acturial value of plan assets2020-06-3066,522,391
Funding target for retired participants and beneficiaries receiving payment2020-06-3038,008,603
Number of terminated vested participants2020-06-30189
Fundng target for terminated vested participants2020-06-309,427,192
Active participant vested funding target2020-06-3015,971,347
Number of active participants2020-06-30259
Total funding liabilities for active participants2020-06-3015,971,347
Total participant count2020-06-30945
Total funding target for all participants2020-06-3063,407,142
Balance at beginning of prior year after applicable adjustments2020-06-30782,337
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3013,122,757
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-30782,337
Amount remaining of prefunding balance2020-06-3013,122,757
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-30811,831
Balance of prefunding at beginning of current year2020-06-3013,617,485
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2019 401k membership
Total participants, beginning-of-year2019-07-01942
Total number of active participants reported on line 7a of the Form 55002019-07-01221
Number of retired or separated participants receiving benefits2019-07-01506
Number of other retired or separated participants entitled to future benefits2019-07-01176
Total of all active and inactive participants2019-07-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0132
Total participants2019-07-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3066,575,243
Acturial value of plan assets2019-06-3065,250,064
Funding target for retired participants and beneficiaries receiving payment2019-06-3034,061,463
Number of terminated vested participants2019-06-30205
Fundng target for terminated vested participants2019-06-307,879,283
Active participant vested funding target2019-06-3017,662,670
Number of active participants2019-06-30295
Total funding liabilities for active participants2019-06-3017,662,670
Total participant count2019-06-30966
Total funding target for all participants2019-06-3059,603,416
Balance at beginning of prior year after applicable adjustments2019-06-30729,520
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3012,236,812
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30729,520
Amount remaining of prefunding balance2019-06-3012,236,812
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30782,337
Balance of prefunding at beginning of current year2019-06-3013,122,757
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2018 401k membership
Total participants, beginning-of-year2018-07-01966
Total number of active participants reported on line 7a of the Form 55002018-07-01263
Number of retired or separated participants receiving benefits2018-07-01463
Number of other retired or separated participants entitled to future benefits2018-07-01185
Total of all active and inactive participants2018-07-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0131
Total participants2018-07-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3065,061,028
Acturial value of plan assets2018-06-3065,249,284
Funding target for retired participants and beneficiaries receiving payment2018-06-3031,169,572
Number of terminated vested participants2018-06-30178
Fundng target for terminated vested participants2018-06-306,631,992
Active participant vested funding target2018-06-3021,148,889
Number of active participants2018-06-30359
Total funding liabilities for active participants2018-06-3021,148,889
Total participant count2018-06-30981
Total funding target for all participants2018-06-3058,950,453
Balance at beginning of prior year after applicable adjustments2018-06-30652,114
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3010,938,421
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30652,114
Amount remaining of prefunding balance2018-06-3010,938,421
Present value of excess contributions2018-06-302,470,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-302,620,421
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30729,520
Balance of prefunding at beginning of current year2018-06-3012,236,812
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2017 401k membership
Total participants, beginning-of-year2017-07-01979
Total number of active participants reported on line 7a of the Form 55002017-07-01308
Number of retired or separated participants receiving benefits2017-07-01418
Number of other retired or separated participants entitled to future benefits2017-07-01219
Total of all active and inactive participants2017-07-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0133
Total participants2017-07-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3058,534,896
Acturial value of plan assets2017-06-3064,388,385
Funding target for retired participants and beneficiaries receiving payment2017-06-3029,616,274
Number of terminated vested participants2017-06-30169
Fundng target for terminated vested participants2017-06-305,756,171
Active participant vested funding target2017-06-3021,499,141
Number of active participants2017-06-30393
Total funding liabilities for active participants2017-06-3021,499,141
Total participant count2017-06-30993
Total funding target for all participants2017-06-3056,871,586
Balance at beginning of prior year after applicable adjustments2017-06-30680,277
Prefunding balance at beginning of prior year after applicable adjustments2017-06-308,276,781
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30680,277
Amount remaining of prefunding balance2017-06-308,276,781
Present value of excess contributions2017-06-302,826,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-303,004,299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-303,004,299
Balance of carryovers at beginning of current year2017-06-30652,114
Balance of prefunding at beginning of current year2017-06-3010,938,421
Total employer contributions2017-06-302,550,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-302,470,231
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-302,470,231
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2016 401k membership
Total participants, beginning-of-year2016-07-01993
Total number of active participants reported on line 7a of the Form 55002016-07-01359
Number of retired or separated participants receiving benefits2016-07-01414
Number of other retired or separated participants entitled to future benefits2016-07-01178
Total of all active and inactive participants2016-07-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0128
Total participants2016-07-01979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2015 401k membership
Total participants, beginning-of-year2015-07-011,152
Total number of active participants reported on line 7a of the Form 55002015-07-01396
Number of retired or separated participants receiving benefits2015-07-01403
Number of other retired or separated participants entitled to future benefits2015-07-01169
Total of all active and inactive participants2015-07-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0125
Total participants2015-07-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2014 401k membership
Total participants, beginning-of-year2014-07-011,160
Total number of active participants reported on line 7a of the Form 55002014-07-01393
Number of retired or separated participants receiving benefits2014-07-01371
Number of other retired or separated participants entitled to future benefits2014-07-01363
Total of all active and inactive participants2014-07-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0125
Total participants2014-07-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2013 401k membership
Total participants, beginning-of-year2013-07-011,163
Total number of active participants reported on line 7a of the Form 55002013-07-01475
Number of retired or separated participants receiving benefits2013-07-01343
Number of other retired or separated participants entitled to future benefits2013-07-01318
Total of all active and inactive participants2013-07-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0124
Total participants2013-07-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2012 401k membership
Total participants, beginning-of-year2012-07-011,172
Total number of active participants reported on line 7a of the Form 55002012-07-01513
Number of retired or separated participants receiving benefits2012-07-01311
Number of other retired or separated participants entitled to future benefits2012-07-01317
Total of all active and inactive participants2012-07-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0122
Total participants2012-07-011,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2011 401k membership
Total participants, beginning-of-year2011-07-011,178
Total number of active participants reported on line 7a of the Form 55002011-07-01552
Number of retired or separated participants receiving benefits2011-07-01284
Number of other retired or separated participants entitled to future benefits2011-07-01317
Total of all active and inactive participants2011-07-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0119
Total participants2011-07-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2009 401k membership
Total participants, beginning-of-year2009-07-011,206
Total number of active participants reported on line 7a of the Form 55002009-07-01653
Number of retired or separated participants receiving benefits2009-07-01240
Number of other retired or separated participants entitled to future benefits2009-07-01282
Total of all active and inactive participants2009-07-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0119
Total participants2009-07-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0116

Financial Data on PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-273,758
Total unrealized appreciation/depreciation of assets2022-06-30$-273,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-8,378,010
Total loss/gain on sale of assets2022-06-30$-1,437,610
Total of all expenses incurred2022-06-30$4,970,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,114,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$60,534,959
Value of total assets at beginning of year2022-06-30$73,883,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$855,851
Total interest from all sources2022-06-30$730
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,055,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,055,567
Administrative expenses professional fees incurred2022-06-30$283,579
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$560,348
Total non interest bearing cash at end of year2022-06-30$2,499,149
Total non interest bearing cash at beginning of year2022-06-30$341,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-13,348,093
Value of net assets at end of year (total assets less liabilities)2022-06-30$60,534,959
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$73,883,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$11,675,885
Assets. partnership/joint venture interests at beginning of year2022-06-30$18,841,455
Investment advisory and management fees2022-06-30$11,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$46,359,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$52,136,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$730
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$2,563,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-7,429,522
Net gain/loss from 103.12 investment entities2022-06-30$-293,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,114,232
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$51,410,801
Aggregate carrying amount (costs) on sale of assets2022-06-30$52,848,411
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CARON & BELTZER PLLC
Accountancy firm EIN2022-06-30043499945
2021 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$4,196,232
Total unrealized appreciation/depreciation of assets2021-06-30$4,196,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$16,840,447
Total loss/gain on sale of assets2021-06-30$-74,952
Total of all expenses incurred2021-06-30$4,809,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,991,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$73,883,052
Value of total assets at beginning of year2021-06-30$61,852,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$817,935
Total interest from all sources2021-06-30$59
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$694,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$694,502
Administrative expenses professional fees incurred2021-06-30$197,361
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$604,999
Total non interest bearing cash at end of year2021-06-30$341,863
Total non interest bearing cash at beginning of year2021-06-30$323,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,030,796
Value of net assets at end of year (total assets less liabilities)2021-06-30$73,883,052
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$61,852,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$18,841,455
Assets. partnership/joint venture interests at beginning of year2021-06-30$17,318,825
Investment advisory and management fees2021-06-30$15,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$52,136,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$41,743,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$59
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$2,563,017
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$2,466,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,912,392
Net gain/loss from 103.12 investment entities2021-06-30$112,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,991,716
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$8,367,653
Aggregate carrying amount (costs) on sale of assets2021-06-30$8,442,605
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CARON & BELTZER PLLC
Accountancy firm EIN2021-06-30043499945
2020 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$111,971
Total unrealized appreciation/depreciation of assets2020-06-30$111,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$-375,967
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,659,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,645,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$61,852,256
Value of total assets at beginning of year2020-06-30$65,888,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$14,451
Total interest from all sources2020-06-30$46
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,037,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,037,290
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$6,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$323,379
Total non interest bearing cash at beginning of year2020-06-30$287,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-4,035,871
Value of net assets at end of year (total assets less liabilities)2020-06-30$61,852,256
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$65,888,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$17,318,825
Assets. partnership/joint venture interests at beginning of year2020-06-30$19,682,101
Investment advisory and management fees2020-06-30$14,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$41,743,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$45,910,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$46
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$2,466,378
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-1,525,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,645,453
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$2,483,411
Aggregate carrying amount (costs) on sale of assets2020-06-30$2,483,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CARON & BELTZER PLLC
Accountancy firm EIN2020-06-30043499945
2019 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$760,324
Total unrealized appreciation/depreciation of assets2019-06-30$760,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,452,861
Total loss/gain on sale of assets2019-06-30$-15
Total of all expenses incurred2019-06-30$3,415,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,401,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$65,888,127
Value of total assets at beginning of year2019-06-30$66,850,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$13,670
Total interest from all sources2019-06-30$645
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$916,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$916,936
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$6,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$9,117
Total non interest bearing cash at end of year2019-06-30$287,920
Total non interest bearing cash at beginning of year2019-06-30$268,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-962,475
Value of net assets at end of year (total assets less liabilities)2019-06-30$65,888,127
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$66,850,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$19,682,101
Assets. partnership/joint venture interests at beginning of year2019-06-30$18,933,689
Investment advisory and management fees2019-06-30$13,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$45,910,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$47,648,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$765,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,401,666
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,463,560
Aggregate carrying amount (costs) on sale of assets2019-06-30$1,463,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CARON & BELTZER PLLC
Accountancy firm EIN2019-06-30043499945
2018 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,413,727
Total unrealized appreciation/depreciation of assets2018-06-30$1,413,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,855,152
Total loss/gain on sale of assets2018-06-30$375
Total of all expenses incurred2018-06-30$3,091,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,063,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$66,850,602
Value of total assets at beginning of year2018-06-30$65,086,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$28,261
Total interest from all sources2018-06-30$2,150
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$861,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$861,290
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$268,293
Total non interest bearing cash at beginning of year2018-06-30$247,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,763,761
Value of net assets at end of year (total assets less liabilities)2018-06-30$66,850,602
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$65,086,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$18,933,689
Assets. partnership/joint venture interests at beginning of year2018-06-30$17,514,727
Investment advisory and management fees2018-06-30$28,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$47,648,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$39,579,333
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$7,744,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,388,799
Net investment gain or loss from common/collective trusts2018-06-30$188,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,063,130
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$11,816,776
Aggregate carrying amount (costs) on sale of assets2018-06-30$11,816,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARON & BELTZER PLLC
Accountancy firm EIN2018-06-30043499945
2017 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$743,989
Total unrealized appreciation/depreciation of assets2017-06-30$743,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$9,493,266
Total loss/gain on sale of assets2017-06-30$170,989
Total of all expenses incurred2017-06-30$2,977,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,910,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,550,000
Value of total assets at end of year2017-06-30$65,086,841
Value of total assets at beginning of year2017-06-30$58,571,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$67,459
Total interest from all sources2017-06-30$1,069
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$686,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$686,579
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$4,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$1,859
Administrative expenses (other) incurred2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$247,909
Total non interest bearing cash at beginning of year2017-06-30$237,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$6,515,604
Value of net assets at end of year (total assets less liabilities)2017-06-30$65,086,841
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$58,571,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$17,514,727
Assets. partnership/joint venture interests at beginning of year2017-06-30$16,815,581
Investment advisory and management fees2017-06-30$67,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$39,579,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$32,895,716
Value of interest in common/collective trusts at end of year2017-06-30$7,744,868
Value of interest in common/collective trusts at beginning of year2017-06-30$6,468,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$1,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$4,010,756
Net investment gain or loss from common/collective trusts2017-06-30$1,328,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,550,000
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$2,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,910,203
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$8,931,181
Aggregate carrying amount (costs) on sale of assets2017-06-30$8,760,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARON & BELTZER PLLC
Accountancy firm EIN2017-06-30043499945
2016 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$-314,088
Total unrealized appreciation/depreciation of assets2016-06-30$-314,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$858,843
Total loss/gain on sale of assets2016-06-30$-228,598
Total of all expenses incurred2016-06-30$6,349,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$6,276,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,400,000
Value of total assets at end of year2016-06-30$58,571,237
Value of total assets at beginning of year2016-06-30$64,061,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$72,524
Total interest from all sources2016-06-30$119
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$626,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$626,827
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$4,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$795
Total non interest bearing cash at end of year2016-06-30$237,277
Total non interest bearing cash at beginning of year2016-06-30$217,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,490,356
Value of net assets at end of year (total assets less liabilities)2016-06-30$58,571,237
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$64,061,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$16,815,581
Assets. partnership/joint venture interests at beginning of year2016-06-30$17,925,656
Investment advisory and management fees2016-06-30$72,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$32,895,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$37,579,343
Value of interest in common/collective trusts at end of year2016-06-30$6,468,470
Value of interest in common/collective trusts at beginning of year2016-06-30$7,714,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,835,339
Net investment gain or loss from common/collective trusts2016-06-30$-790,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,400,000
Employer contributions (assets) at end of year2016-06-30$2,150,000
Employer contributions (assets) at beginning of year2016-06-30$625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$6,276,675
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$567,389
Aggregate carrying amount (costs) on sale of assets2016-06-30$795,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARON & BLETZER PLLC
Accountancy firm EIN2016-06-30043499945
2015 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$382,402
Total unrealized appreciation/depreciation of assets2015-06-30$382,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,084,580
Total loss/gain on sale of assets2015-06-30$-301,629
Total of all expenses incurred2015-06-30$2,437,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,362,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,500,000
Value of total assets at end of year2015-06-30$64,061,593
Value of total assets at beginning of year2015-06-30$64,414,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$75,621
Total interest from all sources2015-06-30$35
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$658,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$603,377
Administrative expenses professional fees incurred2015-06-30$75,621
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$9,132
Other income not declared elsewhere2015-06-30$283
Total non interest bearing cash at end of year2015-06-30$217,116
Total non interest bearing cash at beginning of year2015-06-30$187,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-353,285
Value of net assets at end of year (total assets less liabilities)2015-06-30$64,061,593
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$64,414,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$17,925,656
Assets. partnership/joint venture interests at beginning of year2015-06-30$19,144,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$37,579,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$31,842,617
Value of interest in common/collective trusts at end of year2015-06-30$7,714,478
Value of interest in common/collective trusts at beginning of year2015-06-30$7,985,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$132,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$132,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-941,763
Net investment gain or loss from common/collective trusts2015-06-30$-213,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,500,000
Employer contributions (assets) at end of year2015-06-30$625,000
Employer contributions (assets) at beginning of year2015-06-30$750,000
Income. Dividends from common stock2015-06-30$55,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,362,244
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$4,362,896
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$6,528,129
Aggregate carrying amount (costs) on sale of assets2015-06-30$6,829,758
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARON & BLETZER PLLC
Accountancy firm EIN2015-06-30043499945
2014 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$2,451,549
Total unrealized appreciation/depreciation of assets2014-06-30$2,451,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$12,650,648
Total loss/gain on sale of assets2014-06-30$253,459
Total of all expenses incurred2014-06-30$2,141,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,068,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,000,000
Value of total assets at end of year2014-06-30$64,414,878
Value of total assets at beginning of year2014-06-30$53,905,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$72,818
Total interest from all sources2014-06-30$30
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$593,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$477,618
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$9,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$10,457
Other income not declared elsewhere2014-06-30$236
Total non interest bearing cash at end of year2014-06-30$187,911
Total non interest bearing cash at beginning of year2014-06-30$163,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$10,509,347
Value of net assets at end of year (total assets less liabilities)2014-06-30$64,414,878
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$53,905,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$19,144,607
Assets. partnership/joint venture interests at beginning of year2014-06-30$16,137,945
Investment advisory and management fees2014-06-30$72,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$31,842,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$25,231,910
Value of interest in common/collective trusts at end of year2014-06-30$7,985,321
Value of interest in common/collective trusts at beginning of year2014-06-30$6,614,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$132,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$196,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$196,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,574,764
Net investment gain or loss from common/collective trusts2014-06-30$1,777,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,000,000
Employer contributions (assets) at end of year2014-06-30$750,000
Employer contributions (assets) at beginning of year2014-06-30$750,000
Income. Dividends from common stock2014-06-30$115,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,068,483
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$4,362,896
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$4,800,614
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$2,284,429
Aggregate carrying amount (costs) on sale of assets2014-06-30$2,030,970
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARON & BLETZER PLLC
Accountancy firm EIN2014-06-30043499945
2013 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,830,413
Total unrealized appreciation/depreciation of assets2013-06-30$1,830,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$8,224,897
Total loss/gain on sale of assets2013-06-30$9,043
Total of all expenses incurred2013-06-30$1,933,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,865,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,520,080
Value of total assets at end of year2013-06-30$53,905,531
Value of total assets at beginning of year2013-06-30$47,613,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$67,397
Total interest from all sources2013-06-30$25
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$679,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$556,392
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$10,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$8,755
Other income not declared elsewhere2013-06-30$257
Total non interest bearing cash at end of year2013-06-30$163,680
Total non interest bearing cash at beginning of year2013-06-30$145,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,291,553
Value of net assets at end of year (total assets less liabilities)2013-06-30$53,905,531
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$47,613,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$16,137,945
Assets. partnership/joint venture interests at beginning of year2013-06-30$14,092,147
Investment advisory and management fees2013-06-30$67,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$25,231,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$20,815,133
Value of interest in common/collective trusts at end of year2013-06-30$6,614,064
Value of interest in common/collective trusts at beginning of year2013-06-30$6,622,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$196,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$134,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$134,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,145,300
Net investment gain or loss from common/collective trusts2013-06-30$1,040,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,520,080
Employer contributions (assets) at end of year2013-06-30$750,000
Employer contributions (assets) at beginning of year2013-06-30$1,720,792
Income. Dividends from common stock2013-06-30$123,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,865,947
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$4,800,614
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$4,074,869
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$342,601
Aggregate carrying amount (costs) on sale of assets2013-06-30$333,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARON & BLETZER PLLC
Accountancy firm EIN2013-06-30043499945
2012 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$198,396
Total unrealized appreciation/depreciation of assets2012-06-30$198,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,077,913
Total loss/gain on sale of assets2012-06-30$10,259
Total of all expenses incurred2012-06-30$1,739,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,668,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,324,004
Value of total assets at end of year2012-06-30$47,613,978
Value of total assets at beginning of year2012-06-30$47,275,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$71,263
Total interest from all sources2012-06-30$32
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$650,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$518,327
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$8,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,992
Other income not declared elsewhere2012-06-30$288
Administrative expenses (other) incurred2012-06-30$3,581
Total non interest bearing cash at end of year2012-06-30$145,398
Total non interest bearing cash at beginning of year2012-06-30$134,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$338,226
Value of net assets at end of year (total assets less liabilities)2012-06-30$47,613,978
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$47,275,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$14,092,147
Assets. partnership/joint venture interests at beginning of year2012-06-30$9,426,078
Investment advisory and management fees2012-06-30$67,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$20,815,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$23,344,335
Value of interest in common/collective trusts at end of year2012-06-30$6,622,324
Value of interest in common/collective trusts at beginning of year2012-06-30$8,349,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$134,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$174,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$174,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,053,064
Net investment gain or loss from common/collective trusts2012-06-30$-1,052,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,324,004
Employer contributions (assets) at end of year2012-06-30$1,720,792
Employer contributions (assets) at beginning of year2012-06-30$575,845
Income. Dividends from common stock2012-06-30$132,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,668,424
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$4,074,869
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$5,267,824
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$4,653,303
Aggregate carrying amount (costs) on sale of assets2012-06-30$4,643,044
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARON & BLETZER PLLC
Accountancy firm EIN2012-06-30043499945
2011 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,774,556
Total unrealized appreciation/depreciation of assets2011-06-30$1,774,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$10,757,679
Total loss/gain on sale of assets2011-06-30$197,417
Total of all expenses incurred2011-06-30$1,418,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,363,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,303,380
Value of total assets at end of year2011-06-30$47,275,752
Value of total assets at beginning of year2011-06-30$37,936,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$55,145
Total interest from all sources2011-06-30$1,002
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$647,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$515,432
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$1,504
Other income not declared elsewhere2011-06-30$711
Total non interest bearing cash at end of year2011-06-30$134,818
Total non interest bearing cash at beginning of year2011-06-30$103,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$9,339,190
Value of net assets at end of year (total assets less liabilities)2011-06-30$47,275,752
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$37,936,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$9,426,078
Assets. partnership/joint venture interests at beginning of year2011-06-30$3,881,151
Investment advisory and management fees2011-06-30$55,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$23,344,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$21,217,301
Value of interest in common/collective trusts at end of year2011-06-30$8,349,577
Value of interest in common/collective trusts at beginning of year2011-06-30$5,835,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$174,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$475,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$475,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,695,883
Net investment gain or loss from common/collective trusts2011-06-30$2,137,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,303,380
Employer contributions (assets) at end of year2011-06-30$575,845
Employer contributions (assets) at beginning of year2011-06-30$1,379,473
Income. Dividends from common stock2011-06-30$131,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,363,344
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$5,267,824
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$5,042,404
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,954,065
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,756,648
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARON & BLETZER PLLC
Accountancy firm EIN2011-06-30043499945
2010 : PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER

2021: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF CHESHIRE MEDICAL CENTER 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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