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Plan Name | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION |
Employer identification number (EIN): | 030179435 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about SOUTHWESTERN VERMONT HEALTH CARE CORPORATION
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 1912-12-12 |
Company Identification Number: | 42821 |
Legal Registered Office Address: |
100 HOSPITAL DRIVE EAST BENNINGTON United States of America (USA) 05201 |
More information about SOUTHWESTERN VERMONT HEALTH CARE CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | JAMES ROY | 2023-12-21 | ||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | STEPHEN MAJETICH | |||
001 | 2016-01-01 | STEPHEN MAJETICH | |||
001 | 2015-01-01 | STEPHEN MAJETICH | |||
001 | 2014-01-01 | STEPHEN MAJETICH | |||
001 | 2013-01-01 | STEPHEN MAJETICH | STEPHEN MAJETICH | 2014-10-14 | |
001 | 2012-01-01 | STEPHEN D. MAJETICH | STEPHEN D. MAJETICH | 2014-10-13 | |
001 | 2011-01-01 | STEPHEN D. MAJETICH | STEPHEN D. MAJETICH | 2014-10-13 | |
001 | 2010-01-01 | STEPHEN D. MAJETICH | STEPHEN D. MAJETICH | 2014-10-13 | |
001 | 2009-01-01 | DIANNE PROBOLA |
Measure | Date | Value |
---|---|---|
2022: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 340 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 120,343,404 |
Acturial value of plan assets | 2021-12-31 | 120,343,404 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 54,340,130 |
Number of terminated vested participants | 2021-12-31 | 189 |
Fundng target for terminated vested participants | 2021-12-31 | 13,679,084 |
Active participant vested funding target | 2021-12-31 | 17,362,226 |
Number of active participants | 2021-12-31 | 228 |
Total funding liabilities for active participants | 2021-12-31 | 17,362,226 |
Total participant count | 2021-12-31 | 943 |
Total funding target for all participants | 2021-12-31 | 85,381,440 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 5,546,020 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 5,843,841 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 1,500,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,437,217 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 433,407 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,437,217 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 943 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 221 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 78 |
Total of all active and inactive participants | 2021-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 22 |
Total participants | 2021-01-01 | 340 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 115,745,467 |
Acturial value of plan assets | 2020-12-31 | 115,745,467 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 52,048,719 |
Number of terminated vested participants | 2020-12-31 | 397 |
Fundng target for terminated vested participants | 2020-12-31 | 21,095,190 |
Active participant vested funding target | 2020-12-31 | 19,295,839 |
Number of active participants | 2020-12-31 | 245 |
Total funding liabilities for active participants | 2020-12-31 | 19,295,839 |
Total participant count | 2020-12-31 | 1,138 |
Total funding target for all participants | 2020-12-31 | 92,439,748 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 4,815,516 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,082,296 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 5,900,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 5,546,020 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 36,195 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 5,546,020 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,138 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 493 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 186 |
Total of all active and inactive participants | 2020-01-01 | 907 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 36 |
Total participants | 2020-01-01 | 943 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 98,442,842 |
Acturial value of plan assets | 2019-12-31 | 98,442,842 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 46,738,854 |
Number of terminated vested participants | 2019-12-31 | 412 |
Fundng target for terminated vested participants | 2019-12-31 | 22,020,306 |
Active participant vested funding target | 2019-12-31 | 21,523,762 |
Number of active participants | 2019-12-31 | 275 |
Total funding liabilities for active participants | 2019-12-31 | 21,523,762 |
Total participant count | 2019-12-31 | 1,154 |
Total funding target for all participants | 2019-12-31 | 90,282,922 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 3,848,798 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 4,068,564 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 5,150,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 4,815,516 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 36,942 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,815,516 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,154 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 245 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 463 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 398 |
Total of all active and inactive participants | 2019-01-01 | 1,106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 32 |
Total participants | 2019-01-01 | 1,138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 104,804,728 |
Acturial value of plan assets | 2018-12-31 | 104,804,728 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 41,332,340 |
Number of terminated vested participants | 2018-12-31 | 443 |
Fundng target for terminated vested participants | 2018-12-31 | 21,673,475 |
Active participant vested funding target | 2018-12-31 | 21,602,507 |
Number of active participants | 2018-12-31 | 288 |
Total funding liabilities for active participants | 2018-12-31 | 21,602,507 |
Total participant count | 2018-12-31 | 1,172 |
Total funding target for all participants | 2018-12-31 | 84,608,322 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 2,777,944 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,942,398 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 4,125,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 3,848,798 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 36,904 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 3,848,798 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,166 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 275 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 435 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 417 |
Total of all active and inactive participants | 2018-01-01 | 1,127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 27 |
Total participants | 2018-01-01 | 1,154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 92,501,893 |
Acturial value of plan assets | 2017-12-31 | 92,501,893 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 38,533,028 |
Number of terminated vested participants | 2017-12-31 | 451 |
Fundng target for terminated vested participants | 2017-12-31 | 21,405,398 |
Active participant vested funding target | 2017-12-31 | 21,903,708 |
Number of active participants | 2017-12-31 | 311 |
Total funding liabilities for active participants | 2017-12-31 | 21,903,708 |
Total participant count | 2017-12-31 | 1,183 |
Total funding target for all participants | 2017-12-31 | 81,842,134 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 3,885,769 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 4,123,578 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 2,950,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,777,944 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 36,927 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,777,944 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,177 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 446 |
Total of all active and inactive participants | 2017-01-01 | 1,134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 32 |
Total participants | 2017-01-01 | 1,166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 86,598,172 |
Acturial value of plan assets | 2016-12-31 | 86,598,172 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 34,789,446 |
Number of terminated vested participants | 2016-12-31 | 460 |
Fundng target for terminated vested participants | 2016-12-31 | 20,912,426 |
Active participant vested funding target | 2016-12-31 | 23,088,838 |
Number of active participants | 2016-12-31 | 334 |
Total funding liabilities for active participants | 2016-12-31 | 23,088,838 |
Total participant count | 2016-12-31 | 1,194 |
Total funding target for all participants | 2016-12-31 | 78,790,710 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 3,617,799 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,846,806 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 4,175,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 3,885,769 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 57,625 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 3,885,769 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,190 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 382 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 454 |
Total of all active and inactive participants | 2016-01-01 | 1,147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 30 |
Total participants | 2016-01-01 | 1,177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,204 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 363 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 466 |
Total of all active and inactive participants | 2015-01-01 | 1,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 27 |
Total participants | 2015-01-01 | 1,190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,225 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 355 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 356 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 466 |
Total of all active and inactive participants | 2014-01-01 | 1,177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 27 |
Total participants | 2014-01-01 | 1,204 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,245 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 404 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 348 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 450 |
Total of all active and inactive participants | 2013-01-01 | 1,202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 23 |
Total participants | 2013-01-01 | 1,225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,259 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 471 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 336 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 417 |
Total of all active and inactive participants | 2012-01-01 | 1,224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 21 |
Total participants | 2012-01-01 | 1,245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,286 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 540 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 314 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 385 |
Total of all active and inactive participants | 2011-01-01 | 1,239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 20 |
Total participants | 2011-01-01 | 1,259 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,317 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 591 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 295 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 386 |
Total of all active and inactive participants | 2010-01-01 | 1,272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 14 |
Total participants | 2010-01-01 | 1,286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 14 |
2009: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,288 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 660 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 275 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 369 |
Total of all active and inactive participants | 2009-01-01 | 1,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 1,317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 19 |
Measure | Date | Value |
---|---|---|
2022 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-506,045 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $37,732,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $37,363,468 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $625,906 |
Value of total assets at end of year | 2022-12-31 | $16 |
Value of total assets at beginning of year | 2022-12-31 | $38,238,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $369,218 |
Total interest from all sources | 2022-12-31 | $733 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $24,548 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $24,548 |
Administrative expenses professional fees incurred | 2022-12-31 | $63,410 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $36,645,275 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $16 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,003 |
Administrative expenses (other) incurred | 2022-12-31 | $251,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-38,238,731 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,238,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $54,651 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,661,681 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $16,375,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,200,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,200,563 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $2,965,532 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,122,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $625,906 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $718,193 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,379,277 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $83,556,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $82,931,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,500,000 |
Value of total assets at end of year | 2021-12-31 | $38,238,747 |
Value of total assets at beginning of year | 2021-12-31 | $120,415,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $624,912 |
Total interest from all sources | 2021-12-31 | $1,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $923,350 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $923,350 |
Administrative expenses professional fees incurred | 2021-12-31 | $381,729 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,003 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $77 |
Administrative expenses (other) incurred | 2021-12-31 | $81,098 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-82,176,815 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,238,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $120,415,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $162,085 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,661,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $49,529,349 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $16,375,500 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $63,500,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,200,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,385,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,385,977 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,704 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-3,818,380 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,772,603 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $82,931,180 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,710,809 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,710,809 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $18,509,523 |
Total loss/gain on sale of assets | 2020-12-31 | $-1,406,375 |
Total of all expenses incurred | 2020-12-31 | $13,917,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,174,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,900,000 |
Value of total assets at end of year | 2020-12-31 | $120,415,562 |
Value of total assets at beginning of year | 2020-12-31 | $115,823,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $742,984 |
Total interest from all sources | 2020-12-31 | $2,133 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $418,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $418,794 |
Administrative expenses professional fees incurred | 2020-12-31 | $351,481 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $77 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $32,091 |
Administrative expenses (other) incurred | 2020-12-31 | $216,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,592,115 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $120,415,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $115,823,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $14,890,901 |
Investment advisory and management fees | 2020-12-31 | $174,874 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $49,529,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $43,587,255 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $63,500,159 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $52,951,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,385,977 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $761,664 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $761,664 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,297,859 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $7,586,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,900,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $4,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,174,424 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $13,487,353 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $14,893,728 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,383,308 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,383,308 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $22,181,775 |
Total loss/gain on sale of assets | 2019-12-31 | $-764,010 |
Total of all expenses incurred | 2019-12-31 | $4,862,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,826,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,150,000 |
Value of total assets at end of year | 2019-12-31 | $115,823,447 |
Value of total assets at beginning of year | 2019-12-31 | $98,504,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,195 |
Total interest from all sources | 2019-12-31 | $63,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $610,628 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $610,628 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $32,091 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $50,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,318,945 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $115,823,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $98,504,502 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $14,890,901 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $16,111,753 |
Investment advisory and management fees | 2019-12-31 | $36,195 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,587,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,130,579 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $52,951,536 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $34,261,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $761,664 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,949,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,949,780 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $63,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,709,114 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $8,029,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,150,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,600,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,826,635 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $7,303,216 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $8,067,226 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $557,443 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $557,443 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,027,941 |
Total loss/gain on sale of assets | 2018-12-31 | $-3,168,774 |
Total of all expenses incurred | 2018-12-31 | $4,290,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,253,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,125,000 |
Value of total assets at end of year | 2018-12-31 | $98,504,502 |
Value of total assets at beginning of year | 2018-12-31 | $104,822,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,942 |
Total interest from all sources | 2018-12-31 | $49,489 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $470,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $470,375 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $50,750 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $21,832 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,318,070 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $98,504,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $104,822,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $16,111,753 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $35,612,543 |
Investment advisory and management fees | 2018-12-31 | $36,942 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,130,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $42,221,071 |
Interest earned on other investments | 2018-12-31 | $19,588 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $34,261,640 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $24,116,366 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,949,780 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $975,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $975,760 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $29,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,937,696 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,123,778 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,125,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,875,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,253,187 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $16,912,217 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $20,080,991 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $4,536,245 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $4,536,245 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $15,710,310 |
Total loss/gain on sale of assets | 2017-12-31 | $164 |
Total of all expenses incurred | 2017-12-31 | $3,964,163 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,927,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,950,000 |
Value of total assets at end of year | 2017-12-31 | $104,822,572 |
Value of total assets at beginning of year | 2017-12-31 | $93,076,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $36,904 |
Total interest from all sources | 2017-12-31 | $34,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $472,352 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $472,352 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $21,832 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $19,709 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $11,746,147 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $104,822,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $93,076,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $35,612,543 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $32,319,369 |
Investment advisory and management fees | 2017-12-31 | $36,904 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,221,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $39,145,481 |
Interest earned on other investments | 2017-12-31 | $29,238 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $24,116,366 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $18,019,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $975,760 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $771,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $771,913 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $5,564 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,589,654 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,127,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,950,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,875,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,927,259 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,939 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,775 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,138,206 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,138,206 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,482,986 |
Total loss/gain on sale of assets | 2016-12-31 | $110,209 |
Total of all expenses incurred | 2016-12-31 | $3,745,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,708,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,175,000 |
Value of total assets at end of year | 2016-12-31 | $93,076,425 |
Value of total assets at beginning of year | 2016-12-31 | $86,339,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $36,927 |
Total interest from all sources | 2016-12-31 | $1,119 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $568,539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $568,539 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $19,709 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $20,967 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,737,102 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $93,076,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $86,339,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $32,319,369 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $19,195,185 |
Investment advisory and management fees | 2016-12-31 | $36,927 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $39,145,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $46,115,269 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $18,019,953 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $17,309,563 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $771,913 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $773,339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $773,339 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,119 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,007,419 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,482,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | Yes |
Contributions received in cash from employer | 2016-12-31 | $4,175,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,800,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,925,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,708,957 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,503,669 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,393,460 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $60,510 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $60,510 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,263,786 |
Total loss/gain on sale of assets | 2015-12-31 | $-261,844 |
Total of all expenses incurred | 2015-12-31 | $3,477,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,420,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,900,000 |
Value of total assets at end of year | 2015-12-31 | $86,339,323 |
Value of total assets at beginning of year | 2015-12-31 | $87,553,304 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $57,625 |
Total interest from all sources | 2015-12-31 | $131 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $753,656 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $753,656 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $20,967 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $15,255 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,213,981 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $86,339,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $87,553,304 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $19,195,185 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $19,106,023 |
Investment advisory and management fees | 2015-12-31 | $57,625 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $46,115,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $47,165,573 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $17,309,563 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $17,851,390 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $773,339 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $715,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $715,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,905,765 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-282,902 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,900,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,925,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,420,142 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $7,945,083 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $8,206,927 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $5,392,644 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $5,392,644 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $10,630,254 |
Total loss/gain on sale of assets | 2014-12-31 | $477 |
Total of all expenses incurred | 2014-12-31 | $3,429,334 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,368,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,600,000 |
Value of total assets at end of year | 2014-12-31 | $87,553,304 |
Value of total assets at beginning of year | 2014-12-31 | $80,352,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $60,519 |
Total interest from all sources | 2014-12-31 | $71 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $483,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $483,362 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $15,255 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $228,421 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,200,920 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $87,553,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $80,352,384 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $19,106,023 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $17,380,778 |
Investment advisory and management fees | 2014-12-31 | $60,519 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $47,165,573 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,658,341 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $17,851,390 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $17,007,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $715,063 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,377,084 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,377,084 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-942,737 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,096,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,600,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,700,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,368,815 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $4,716 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $4,239 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,371,250 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,174,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,112,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,300,000 |
Value of total assets at end of year | 2013-12-31 | $80,352,384 |
Value of total assets at beginning of year | 2013-12-31 | $74,156,043 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $62,265 |
Total interest from all sources | 2013-12-31 | $176 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,019,097 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,019,097 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $228,421 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $83,524 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $313,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,196,341 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $80,352,384 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $74,156,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $17,380,778 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $62,265 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,658,341 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $45,118,241 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $17,007,760 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $27,240,757 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,377,084 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,400,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,400,112 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,051,977 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,300,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,700,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,112,644 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $11,795,849 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,805,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,753,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,600,000 |
Value of total assets at end of year | 2012-12-31 | $74,156,043 |
Value of total assets at beginning of year | 2012-12-31 | $65,165,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $51,804 |
Total interest from all sources | 2012-12-31 | $68,427 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,408,668 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,408,668 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $83,524 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $15,177 |
Total non interest bearing cash at end of year | 2012-12-31 | $313,409 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $362,224 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,990,439 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $74,156,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $65,165,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $51,804 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $45,118,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $39,822,116 |
Interest earned on other investments | 2012-12-31 | $68,427 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $27,240,757 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $24,474,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,400,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $491,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $491,822 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,718,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,600,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,753,606 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,907,277 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,930,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,669,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $65,165,604 |
Value of total assets at beginning of year | 2011-12-31 | $62,189,199 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $261,769 |
Total interest from all sources | 2011-12-31 | $-294,036 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,846,224 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,846,224 |
Administrative expenses professional fees incurred | 2011-12-31 | $93,825 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $0 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $15,177 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $321,212 |
Administrative expenses (other) incurred | 2011-12-31 | $46,095 |
Total non interest bearing cash at end of year | 2011-12-31 | $362,224 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,976,405 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $65,165,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $62,189,199 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $121,849 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $39,822,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $59,098,023 |
Interest earned on other investments | 2011-12-31 | $-294,036 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $24,474,265 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $491,822 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,769,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,769,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $4,355,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,669,103 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $715,936 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,296,374 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,826,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,443,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $240 |
Value of total assets at end of year | 2010-12-31 | $62,189,199 |
Value of total assets at beginning of year | 2010-12-31 | $59,434,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $382,752 |
Total interest from all sources | 2010-12-31 | $321,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,117,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,117,750 |
Administrative expenses professional fees incurred | 2010-12-31 | $159,145 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $240 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $20,850 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $321,212 |
Administrative expenses (other) incurred | 2010-12-31 | $134,493 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,470,166 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $62,189,199 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,434,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $89,114 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $59,098,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $53,124,834 |
Interest earned on other investments | 2010-12-31 | $321,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,769,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,449,786 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $4,449,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,856,699 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $0 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,839,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,443,456 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SOUTHWESTERN VERMONT HEALTH CARE CORPORATION PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |