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THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 401k Plan overview

Plan NameTHE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL
Plan identification number 002

THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MOUNT AUBURN HOSPITAL
Employer identification number (EIN):042103606
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01DIANE BONO2020-07-14
0022017-10-01
0022016-10-01THOMAS FABIANO
0022015-10-01THOMAS FABIANO
0022014-10-01THOMAS FABIANO
0022013-10-01THOMAS FABIANO THOMAS FABIANO2015-07-13
0022012-10-01THOMAS FABIANO
0022011-10-01THOMAS FABIANO THOMAS FABIANO2013-07-12
0022010-10-01THOMAS FABIANO
0022009-10-01THOMAS FABIANO

Plan Statistics for THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL

401k plan membership statisitcs for THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL

Measure Date Value
2021: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-10-013,182
Total number of active participants reported on line 7a of the Form 55002021-10-012,146
Number of retired or separated participants receiving benefits2021-10-0143
Number of other retired or separated participants entitled to future benefits2021-10-011,147
Total of all active and inactive participants2021-10-013,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-019
Total participants2021-10-013,345
Number of participants with account balances2021-10-013,085
2020: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-10-013,420
Total number of active participants reported on line 7a of the Form 55002020-10-012,072
Number of retired or separated participants receiving benefits2020-10-0130
Number of other retired or separated participants entitled to future benefits2020-10-011,075
Total of all active and inactive participants2020-10-013,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-015
Total participants2020-10-013,182
Number of participants with account balances2020-10-012,991
2019: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-10-013,872
Total number of active participants reported on line 7a of the Form 55002019-10-012,387
Number of retired or separated participants receiving benefits2019-10-0136
Number of other retired or separated participants entitled to future benefits2019-10-01992
Total of all active and inactive participants2019-10-013,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-015
Total participants2019-10-013,420
Number of participants with account balances2019-10-013,202
2018: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2018 401k membership
Total participants, beginning-of-year2018-10-014,331
Total number of active participants reported on line 7a of the Form 55002018-10-012,478
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-011,387
Total of all active and inactive participants2018-10-013,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-017
Total participants2018-10-013,872
Number of participants with account balances2018-10-013,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2017 401k membership
Total participants, beginning-of-year2017-10-013,383
Total number of active participants reported on line 7a of the Form 55002017-10-012,254
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-011,014
Total of all active and inactive participants2017-10-013,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0115
Total participants2017-10-013,283
Number of participants with account balances2017-10-013,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2016 401k membership
Total participants, beginning-of-year2016-10-013,345
Total number of active participants reported on line 7a of the Form 55002016-10-012,312
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-011,052
Total of all active and inactive participants2016-10-013,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0119
Total participants2016-10-013,383
Number of participants with account balances2016-10-013,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-10-013,453
Total number of active participants reported on line 7a of the Form 55002015-10-012,402
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-01925
Total of all active and inactive participants2015-10-013,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0118
Total participants2015-10-013,345
Number of participants with account balances2015-10-013,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-10-013,041
Total number of active participants reported on line 7a of the Form 55002014-10-012,634
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01793
Total of all active and inactive participants2014-10-013,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0126
Total participants2014-10-013,453
Number of participants with account balances2014-10-013,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-10-013,121
Total number of active participants reported on line 7a of the Form 55002013-10-012,400
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-01636
Total of all active and inactive participants2013-10-013,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-015
Total participants2013-10-013,041
Number of participants with account balances2013-10-013,041
2012: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-10-013,042
Total number of active participants reported on line 7a of the Form 55002012-10-012,442
Number of other retired or separated participants entitled to future benefits2012-10-01675
Total of all active and inactive participants2012-10-013,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-014
Total participants2012-10-013,121
Number of participants with account balances2012-10-013,121
2011: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-10-013,263
Total number of active participants reported on line 7a of the Form 55002011-10-012,368
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-01670
Total of all active and inactive participants2011-10-013,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-014
Total participants2011-10-013,042
Number of participants with account balances2011-10-012,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-10-013,118
Total number of active participants reported on line 7a of the Form 55002010-10-012,711
Number of retired or separated participants receiving benefits2010-10-0112
Number of other retired or separated participants entitled to future benefits2010-10-01536
Total of all active and inactive participants2010-10-013,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-014
Total participants2010-10-013,263
Number of participants with account balances2010-10-012,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-10-013,000
Total number of active participants reported on line 7a of the Form 55002009-10-012,698
Number of retired or separated participants receiving benefits2009-10-0112
Number of other retired or separated participants entitled to future benefits2009-10-01402
Total of all active and inactive participants2009-10-013,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-016
Total participants2009-10-013,118
Number of participants with account balances2009-10-012,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL

Measure Date Value
2022 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-65,891,632
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$50,129,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$49,952,641
Value of total corrective distributions2022-09-30$1,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$21,994,522
Value of total assets at end of year2022-09-30$458,947,020
Value of total assets at beginning of year2022-09-30$574,967,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$175,215
Total interest from all sources2022-09-30$1,767,920
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$37,083,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$37,083,943
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$10,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$12,093,071
Participant contributions at end of year2022-09-30$759,757
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$413,485
Participant contributions at beginning of year2022-09-30$227,637
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$1,417,678
Administrative expenses (other) incurred2022-09-30$173,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-116,020,819
Value of net assets at end of year (total assets less liabilities)2022-09-30$458,947,020
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$574,967,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$1,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$392,784,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$499,991,216
Value of interest in pooled separate accounts at end of year2022-09-30$6,589,015
Value of interest in pooled separate accounts at beginning of year2022-09-30$5,660,249
Interest on participant loans2022-09-30$7,750
Interest earned on other investments2022-09-30$1,707,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$9,694,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$19,349,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$19,349,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$52,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$48,380,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$49,531,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-127,785,312
Net investment gain/loss from pooled separate accounts2022-09-30$1,047,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$8,483,773
Employer contributions (assets) at end of year2022-09-30$325,149
Employer contributions (assets) at beginning of year2022-09-30$207,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$49,952,641
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BDO USA, LLP
Accountancy firm EIN2022-09-30135381590
2021 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$123,639,893
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$37,290,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$37,251,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$22,588,788
Value of total assets at end of year2021-09-30$574,967,839
Value of total assets at beginning of year2021-09-30$488,618,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$38,971
Total interest from all sources2021-09-30$1,628,734
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$26,329,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$26,329,583
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$10,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$12,374,211
Participant contributions at end of year2021-09-30$227,637
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$1,369,208
Other income not declared elsewhere2021-09-30$647,000
Administrative expenses (other) incurred2021-09-30$38,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$86,349,836
Value of net assets at end of year (total assets less liabilities)2021-09-30$574,967,839
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$488,618,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$499,991,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$410,532,979
Value of interest in pooled separate accounts at end of year2021-09-30$5,660,249
Value of interest in pooled separate accounts at beginning of year2021-09-30$5,125,148
Interest on participant loans2021-09-30$1
Interest earned on other investments2021-09-30$1,626,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$19,349,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$23,637,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$23,637,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$2,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$49,531,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$49,322,559
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$1,228,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$71,842,296
Net investment gain/loss from pooled separate accounts2021-09-30$603,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$8,845,369
Employer contributions (assets) at end of year2021-09-30$207,747
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$36,022,176
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30BDO USA, LLP
Accountancy firm EIN2021-09-30135381590
2020 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$86,851,427
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$31,557,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$31,486,798
Value of total corrective distributions2020-09-30$7,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$21,774,452
Value of total assets at end of year2020-09-30$488,618,003
Value of total assets at beginning of year2020-09-30$433,324,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$63,676
Total interest from all sources2020-09-30$1,779,225
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$16,205,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$16,205,985
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$10,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$11,794,927
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$215,395
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$1,304,082
Other income not declared elsewhere2020-09-30$523,000
Administrative expenses (other) incurred2020-09-30$63,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$55,293,487
Value of net assets at end of year (total assets less liabilities)2020-09-30$488,618,003
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$433,324,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$410,532,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$379,815,420
Value of interest in pooled separate accounts at end of year2020-09-30$5,125,148
Value of interest in pooled separate accounts at beginning of year2020-09-30$6,024,306
Interest on participant loans2020-09-30$2
Interest earned on other investments2020-09-30$1,667,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$23,637,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$111,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$49,322,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$47,098,557
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$948,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$46,574,149
Net investment gain/loss from pooled separate accounts2020-09-30$-5,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$8,675,443
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$170,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$30,538,299
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BDO USA, LLP
Accountancy firm EIN2020-09-30135381590
2019 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$31,711,865
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$30,894,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$30,850,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$24,269,425
Value of total assets at end of year2019-09-30$433,324,516
Value of total assets at beginning of year2019-09-30$432,507,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$44,212
Total interest from all sources2019-09-30$252,597
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$19,346,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$19,346,136
Administrative expenses professional fees incurred2019-09-30$43,162
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$10,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$12,564,444
Participant contributions at end of year2019-09-30$215,395
Participant contributions at beginning of year2019-09-30$218,687
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$2,463,331
Other income not declared elsewhere2019-09-30$199,000
Administrative expenses (other) incurred2019-09-30$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$817,478
Value of net assets at end of year (total assets less liabilities)2019-09-30$433,324,516
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$432,507,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$379,815,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$366,593,952
Value of interest in pooled separate accounts at end of year2019-09-30$6,024,306
Value of interest in pooled separate accounts at beginning of year2019-09-30$5,488,483
Interest on participant loans2019-09-30$38
Interest earned on other investments2019-09-30$252,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$15,351,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$15,351,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$47,098,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$44,686,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-12,653,762
Net investment gain/loss from pooled separate accounts2019-09-30$298,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30Yes
Contributions received in cash from employer2019-09-30$9,241,650
Employer contributions (assets) at end of year2019-09-30$170,838
Employer contributions (assets) at beginning of year2019-09-30$168,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$30,850,175
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BDO USA, LLP
Accountancy firm EIN2019-09-30135381590
2018 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$66,580,692
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$33,428,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$33,586,091
Value of total corrective distributions2018-09-30$3,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$23,933,250
Value of total assets at end of year2018-09-30$432,507,038
Value of total assets at beginning of year2018-09-30$399,354,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$-161,377
Total interest from all sources2018-09-30$1,740,421
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$16,941,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$16,941,070
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$10,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$12,510,044
Participant contributions at end of year2018-09-30$218,687
Participant contributions at beginning of year2018-09-30$222,764
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$2,230,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$33,152,279
Value of net assets at end of year (total assets less liabilities)2018-09-30$432,507,038
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$399,354,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$366,593,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$336,666,559
Value of interest in pooled separate accounts at end of year2018-09-30$5,488,483
Value of interest in pooled separate accounts at beginning of year2018-09-30$4,993,663
Interest on participant loans2018-09-30$10
Interest earned on other investments2018-09-30$1,561,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$15,351,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$14,145,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$14,145,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$178,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$44,686,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$43,156,215
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$329,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$23,702,232
Net investment gain/loss from pooled separate accounts2018-09-30$263,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$9,192,825
Employer contributions (assets) at end of year2018-09-30$168,222
Employer contributions (assets) at beginning of year2018-09-30$169,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$33,256,236
Contract administrator fees2018-09-30$-161,377
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30KPMG, LLP
Accountancy firm EIN2018-09-30135565207
2017 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$74,394,550
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$18,170,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$18,292,273
Value of total corrective distributions2017-09-30$15,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$26,763,034
Value of total assets at end of year2017-09-30$399,354,759
Value of total assets at beginning of year2017-09-30$343,130,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$-137,648
Total interest from all sources2017-09-30$1,588,337
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$9,979,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$9,979,629
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$10,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$12,932,586
Participant contributions at end of year2017-09-30$222,764
Participant contributions at beginning of year2017-09-30$226,003
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$4,136,777
Administrative expenses (other) incurred2017-09-30$-137,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$56,224,036
Value of net assets at end of year (total assets less liabilities)2017-09-30$399,354,759
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$343,130,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$336,666,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$284,387,923
Value of interest in pooled separate accounts at end of year2017-09-30$4,993,663
Value of interest in pooled separate accounts at beginning of year2017-09-30$4,500,899
Interest on participant loans2017-09-30$12
Interest earned on other investments2017-09-30$1,534,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$14,145,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$12,838,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$12,838,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$54,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$43,156,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$41,003,810
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$188,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$35,862,892
Net investment gain/loss from pooled separate accounts2017-09-30$200,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$9,693,671
Employer contributions (assets) at end of year2017-09-30$169,869
Employer contributions (assets) at beginning of year2017-09-30$173,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$18,104,215
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30KPMG, LLP
Accountancy firm EIN2017-09-30135565207
2016 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$54,739,047
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$18,388,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$18,534,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$25,707,363
Value of total assets at end of year2016-09-30$343,130,723
Value of total assets at beginning of year2016-09-30$306,779,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$-146,558
Total interest from all sources2016-09-30$1,481,519
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$10,337,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$10,337,893
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$10,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$12,481,914
Participant contributions at end of year2016-09-30$226,003
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$3,914,208
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$265,322
Administrative expenses (other) incurred2016-09-30$-146,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$36,351,005
Value of net assets at end of year (total assets less liabilities)2016-09-30$343,130,723
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$306,779,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$284,387,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$252,759,491
Value of interest in pooled separate accounts at end of year2016-09-30$4,500,899
Value of interest in pooled separate accounts at beginning of year2016-09-30$3,786,041
Interest on participant loans2016-09-30$23
Interest earned on other investments2016-09-30$1,470,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$12,838,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$12,314,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$12,314,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$11,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$41,003,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$37,920,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$16,988,254
Net investment gain/loss from pooled separate accounts2016-09-30$224,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$9,311,241
Employer contributions (assets) at end of year2016-09-30$173,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$18,269,278
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30KPMG, LLP
Accountancy firm EIN2016-09-30135565207
2015 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total transfer of assets from this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$22,605,584
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$17,219,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$17,217,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$22,324,213
Value of total assets at end of year2015-09-30$306,779,718
Value of total assets at beginning of year2015-09-30$301,393,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$1,901
Total interest from all sources2015-09-30$1,337,875
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$13,232,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$13,232,429
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$10,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$11,318,277
Participant contributions at beginning of year2015-09-30$186,762
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,455,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$215,628
Administrative expenses (other) incurred2015-09-30$1,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$5,386,020
Value of net assets at end of year (total assets less liabilities)2015-09-30$306,779,718
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$301,393,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$252,759,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$248,291,053
Value of interest in pooled separate accounts at end of year2015-09-30$3,786,041
Value of interest in pooled separate accounts at beginning of year2015-09-30$3,182,699
Interest earned on other investments2015-09-30$1,322,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$12,314,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$12,569,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$12,569,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$14,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$37,920,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$36,787,334
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$98,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-14,631,986
Net investment gain/loss from pooled separate accounts2015-09-30$343,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$8,550,494
Employer contributions (assets) at beginning of year2015-09-30$160,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$17,119,574
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30KPMG, LLP
Accountancy firm EIN2015-09-30135565207
2014 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$49,500,341
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$14,952,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$14,951,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$20,467,699
Value of total assets at end of year2014-09-30$301,393,698
Value of total assets at beginning of year2014-09-30$266,845,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,116
Total interest from all sources2014-09-30$1,251,960
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$13,114,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$13,114,680
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$10,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$10,695,142
Participant contributions at end of year2014-09-30$186,762
Participant contributions at beginning of year2014-09-30$192,607
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$988,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$215,628
Other income not declared elsewhere2014-09-30$2,256
Administrative expenses (other) incurred2014-09-30$1,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$34,547,886
Value of net assets at end of year (total assets less liabilities)2014-09-30$301,393,698
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$266,845,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$248,291,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$218,828,361
Value of interest in pooled separate accounts at end of year2014-09-30$3,182,699
Value of interest in pooled separate accounts at beginning of year2014-09-30$2,389,523
Interest earned on other investments2014-09-30$1,251,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$12,569,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$13,860,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$13,860,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$36,787,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$31,416,369
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$147,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$14,392,937
Net investment gain/loss from pooled separate accounts2014-09-30$270,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$8,783,625
Employer contributions (assets) at end of year2014-09-30$160,826
Employer contributions (assets) at beginning of year2014-09-30$158,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$14,803,660
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30KPMG, LLP
Accountancy firm EIN2014-09-30135565207
2013 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$50,946,614
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$9,659,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$9,658,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$20,236,505
Value of total assets at end of year2013-09-30$266,845,812
Value of total assets at beginning of year2013-09-30$225,559,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$929
Total interest from all sources2013-09-30$3,289
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$5,379,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$5,379,178
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$10,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$10,293,019
Participant contributions at end of year2013-09-30$192,607
Participant contributions at beginning of year2013-09-30$175,787
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$1,550,279
Other income not declared elsewhere2013-09-30$1,105,664
Administrative expenses (other) incurred2013-09-30$929
Total non interest bearing cash at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$41,286,746
Value of net assets at end of year (total assets less liabilities)2013-09-30$266,845,812
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$225,559,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$218,828,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$182,903,184
Value of interest in pooled separate accounts at end of year2013-09-30$2,389,523
Value of interest in pooled separate accounts at beginning of year2013-09-30$1,953,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$13,860,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$12,200,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$12,200,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$3,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$31,416,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$28,175,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$24,011,845
Net investment gain/loss from pooled separate accounts2013-09-30$210,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$8,393,207
Employer contributions (assets) at end of year2013-09-30$158,345
Employer contributions (assets) at beginning of year2013-09-30$150,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$9,658,939
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30KPMG, LLP
Accountancy firm EIN2013-09-30135565207
2012 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$52,056,658
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$9,627,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$9,623,425
Value of total corrective distributions2012-09-30$1,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$18,932,009
Value of total assets at end of year2012-09-30$225,559,066
Value of total assets at beginning of year2012-09-30$183,129,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,963
Total interest from all sources2012-09-30$1,162,299
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$3,051,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$3,051,973
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$10,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$9,764,436
Participant contributions at end of year2012-09-30$175,787
Participant contributions at beginning of year2012-09-30$166,319
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,154,940
Administrative expenses (other) incurred2012-09-30$1,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$42,429,541
Value of net assets at end of year (total assets less liabilities)2012-09-30$225,559,066
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$183,129,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$182,903,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$144,347,990
Value of interest in pooled separate accounts at end of year2012-09-30$1,953,836
Value of interest in pooled separate accounts at beginning of year2012-09-30$1,604,695
Interest earned on other investments2012-09-30$1,158,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$12,200,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$11,650,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$11,650,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$3,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$28,175,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$25,217,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$28,732,236
Net investment gain/loss from pooled separate accounts2012-09-30$178,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$8,012,633
Employer contributions (assets) at end of year2012-09-30$150,517
Employer contributions (assets) at beginning of year2012-09-30$142,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$9,623,425
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30KPMG, LLP
Accountancy firm EIN2012-09-30135565207
2011 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$17,413,388
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$8,237,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$8,236,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$18,287,074
Value of total assets at end of year2011-09-30$183,129,525
Value of total assets at beginning of year2011-09-30$173,953,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$1,093
Total interest from all sources2011-09-30$888,009
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$2,632,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$2,632,010
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$10,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$9,613,493
Participant contributions at end of year2011-09-30$166,319
Participant contributions at beginning of year2011-09-30$830,973
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,000,137
Other income not declared elsewhere2011-09-30$215,278
Administrative expenses (other) incurred2011-09-30$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$9,175,694
Value of net assets at end of year (total assets less liabilities)2011-09-30$183,129,525
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$173,953,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$144,347,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$136,652,274
Value of interest in pooled separate accounts at end of year2011-09-30$1,604,695
Value of interest in pooled separate accounts at beginning of year2011-09-30$1,282,022
Interest earned on other investments2011-09-30$884,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$11,650,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$11,953,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$11,953,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$3,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$25,217,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$22,545,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-4,608,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$7,673,444
Employer contributions (assets) at end of year2011-09-30$142,980
Employer contributions (assets) at beginning of year2011-09-30$689,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$8,236,601
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30KPMG, LLP
Accountancy firm EIN2011-09-30135565207
2010 : THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL

2021: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENTPLUS RETIREMENT PLAN FOR EMPLOYEES OF MOUNT AUBURN HOSPITAL 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334306
Policy instance 1
Insurance contract or identification number334306
Number of Individuals Covered971
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334306
Policy instance 1
Insurance contract or identification number334306
Number of Individuals Covered1007
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334306
Policy instance 1
Insurance contract or identification number334306
Number of Individuals Covered1028
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334306
Policy instance 1
Insurance contract or identification number334306
Number of Individuals Covered1032
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334306
Policy instance 1
Insurance contract or identification number334306
Number of Individuals Covered1024
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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