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BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 401k Plan overview

Plan NameBETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN
Plan identification number 003

BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BETH ISRAEL DEACONESS MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:BETH ISRAEL DEACONESS MEDICAL CENTER
Employer identification number (EIN):042103881
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01LAURA ANDERSON
0032011-01-01RICHARD MAETHNER
0032010-01-01LAURA ANDERSON
0032009-01-01LISA ZANKMAN

Plan Statistics for BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN

Measure Date Value
2015: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01937
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,003
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01678
Total of all active and inactive participants2014-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01937
Number of participants with account balances2014-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,058
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01698
Total of all active and inactive participants2013-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,003
Number of participants with account balances2013-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,157
Total number of active participants reported on line 7a of the Form 55002012-01-01320
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01727
Total of all active and inactive participants2012-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,058
Number of participants with account balances2012-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,181
Total number of active participants reported on line 7a of the Form 55002011-01-01460
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01690
Total of all active and inactive participants2011-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,157
Number of participants with account balances2011-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,193
Total number of active participants reported on line 7a of the Form 55002010-01-01487
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01688
Total of all active and inactive participants2010-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,181
Number of participants with account balances2010-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01516
Total number of active participants reported on line 7a of the Form 55002009-01-01462
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01727
Total of all active and inactive participants2009-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,193
Number of participants with account balances2009-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN

Measure Date Value
2015 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total transfer of assets from this plan2015-08-31$68,448,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$484,617
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,298,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$3,298,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$0
Value of total assets at end of year2015-08-31$0
Value of total assets at beginning of year2015-08-31$71,262,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$0
Total interest from all sources2015-08-31$260,734
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$104,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$104,564
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$10,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Assets. Other investments not covered elsewhere at end of year2015-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$29,134,736
Other income not declared elsewhere2015-08-31$201,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,813,856
Value of net assets at end of year (total assets less liabilities)2015-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$71,262,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$9,218,729
Value of interest in pooled separate accounts at end of year2015-08-31$0
Value of interest in pooled separate accounts at beginning of year2015-08-31$971,483
Interest earned on other investments2015-08-31$260,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$31,937,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-138,022
Net investment gain/loss from pooled separate accounts2015-08-31$56,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,298,473
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31KPMG, LLP
Accountancy firm EIN2015-08-31135565207
2014 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,331,046
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,884,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,884,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$314,169
Value of total assets at end of year2014-12-31$71,262,135
Value of total assets at beginning of year2014-12-31$71,815,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$416,360
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$575,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$575,677
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$29,134,736
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$30,266,343
Other income not declared elsewhere2014-12-31$2,878,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-552,980
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,262,135
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$71,815,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,218,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,921,924
Value of interest in pooled separate accounts at end of year2014-12-31$971,483
Value of interest in pooled separate accounts at beginning of year2014-12-31$785,505
Interest earned on other investments2014-12-31$416,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,937,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$31,841,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$40,104
Net investment gain/loss from pooled separate accounts2014-12-31$106,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$314,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,884,026
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,726,684
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,636,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,636,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$300,149
Value of total assets at end of year2013-12-31$71,815,115
Value of total assets at beginning of year2013-12-31$67,725,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$353,025
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$349,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$349,153
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$30,266,343
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$27,681,343
Other income not declared elsewhere2013-12-31$7,384,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,089,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$71,815,115
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,725,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,921,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,571,761
Value of interest in pooled separate accounts at end of year2013-12-31$785,505
Value of interest in pooled separate accounts at beginning of year2013-12-31$683,790
Interest earned on other investments2013-12-31$353,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$31,841,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,788,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,274,529
Net investment gain/loss from pooled separate accounts2013-12-31$65,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$300,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,636,930
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,436,375
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,242,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,242,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$275,900
Value of total assets at end of year2012-12-31$67,725,361
Value of total assets at beginning of year2012-12-31$66,531,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$302,042
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$199,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$199,067
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$27,681,343
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$26,274,383
Other income not declared elsewhere2012-12-31$4,916,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,193,443
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,725,361
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,531,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,571,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,080,373
Value of interest in pooled separate accounts at end of year2012-12-31$683,790
Value of interest in pooled separate accounts at beginning of year2012-12-31$614,914
Interest earned on other investments2012-12-31$302,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$31,788,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,562,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$681,595
Net investment gain/loss from pooled separate accounts2012-12-31$61,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$275,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,242,932
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$16,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$525,235
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,849,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,849,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$192,800
Value of total assets at end of year2011-12-31$66,531,918
Value of total assets at beginning of year2011-12-31$73,839,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$299,256
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$146,186
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$26,274,383
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$29,778,934
Other income not declared elsewhere2011-12-31$1,041,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,324,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,531,918
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,839,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,080,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,269,660
Value of interest in pooled separate accounts at end of year2011-12-31$614,914
Value of interest in pooled separate accounts at beginning of year2011-12-31$436,170
Interest earned on other investments2011-12-31$299,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,562,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$35,354,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-344,824
Net investment gain/loss from pooled separate accounts2011-12-31$-809,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$192,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,849,253
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,292,174
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,161,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,161,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$183,653
Value of total assets at end of year2010-12-31$73,839,582
Value of total assets at beginning of year2010-12-31$73,709,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$258,335
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$117,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$117,929
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$29,778,934
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$29,942,853
Other income not declared elsewhere2010-12-31$4,879,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$130,470
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,839,582
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$73,709,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,269,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,479,635
Value of interest in pooled separate accounts at end of year2010-12-31$436,170
Value of interest in pooled separate accounts at beginning of year2010-12-31$498,649
Interest earned on other investments2010-12-31$258,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$35,354,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,787,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$798,231
Net investment gain/loss from pooled separate accounts2010-12-31$54,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$183,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,161,704
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN

2015: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BETH ISRAEL DEACONESS MEDICAL CENTER ANNUITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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