NORTHEAST HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE NORTHEAST HEALTH 403(B) PLAN
Measure | Date | Value |
---|
2012: THE NORTHEAST HEALTH 403(B) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3,140 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE NORTHEAST HEALTH 403(B) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 5,454 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,330 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 718 |
Total of all active and inactive participants | 2011-01-01 | 6,082 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 6,093 |
Number of participants with account balances | 2011-01-01 | 3,140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE NORTHEAST HEALTH 403(B) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 5,071 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5,007 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 422 |
Total of all active and inactive participants | 2010-01-01 | 5,442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 5,454 |
Number of participants with account balances | 2010-01-01 | 3,033 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE NORTHEAST HEALTH 403(B) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 5,042 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,929 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 73 |
Total of all active and inactive participants | 2009-01-01 | 5,006 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 5,015 |
Number of participants with account balances | 2009-01-01 | 2,949 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2012 : THE NORTHEAST HEALTH 403(B) PLAN 2012 401k financial data |
---|
Total transfer of assets from this plan | 2012-07-06 | $106,873,431 |
Total income from all sources (including contributions) | 2012-07-06 | $12,090,166 |
Total of all expenses incurred | 2012-07-06 | $5,880,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-06 | $5,878,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-06 | $5,929,037 |
Value of total assets at end of year | 2012-07-06 | $0 |
Value of total assets at beginning of year | 2012-07-06 | $100,663,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-06 | $2,316 |
Total interest from all sources | 2012-07-06 | $285,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-07-06 | $696,005 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-06 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-07-06 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-07-06 | $696,005 |
Was this plan covered by a fidelity bond | 2012-07-06 | Yes |
Value of fidelity bond cover | 2012-07-06 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-07-06 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-06 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-07-06 | No |
Contributions received from participants | 2012-07-06 | $4,621,121 |
Participant contributions at end of year | 2012-07-06 | $0 |
Participant contributions at beginning of year | 2012-07-06 | $766,598 |
Assets. Other investments not covered elsewhere at end of year | 2012-07-06 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-07-06 | $1,787,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-07-06 | $176,446 |
Other income not declared elsewhere | 2012-07-06 | $77,969 |
Administrative expenses (other) incurred | 2012-07-06 | $2,316 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-06 | No |
Value of net income/loss | 2012-07-06 | $6,209,457 |
Value of net assets at end of year (total assets less liabilities) | 2012-07-06 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-07-06 | $100,663,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-06 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-06 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-07-06 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-07-06 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-07-06 | $78,744,866 |
Interest on participant loans | 2012-07-06 | $12,856 |
Interest earned on other investments | 2012-07-06 | $272,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-07-06 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-07-06 | $19,365,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-07-06 | $5,101,489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-06 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-07-06 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-07-06 | No |
Contributions received in cash from employer | 2012-07-06 | $1,131,470 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-06 | $5,878,393 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-07-06 | No |
Did the plan have assets held for investment | 2012-07-06 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-06 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-06 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-06 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-07-06 | Disclaimer |
Accountancy firm name | 2012-07-06 | KP LYNCH CPA PC |
Accountancy firm EIN | 2012-07-06 | 202059984 |
2011 : THE NORTHEAST HEALTH 403(B) PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $11,126,498 |
Total of all expenses incurred | 2011-12-31 | $4,454,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,249,633 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $202,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $11,646,349 |
Value of total assets at end of year | 2011-12-31 | $100,663,974 |
Value of total assets at beginning of year | 2011-12-31 | $93,991,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,720 |
Total interest from all sources | 2011-12-31 | $560,584 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,326,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,326,587 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $8,660,248 |
Participant contributions at end of year | 2011-12-31 | $766,598 |
Participant contributions at beginning of year | 2011-12-31 | $910,485 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,787,000 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,663,951 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,101,726 |
Administrative expenses (other) incurred | 2011-12-31 | $2,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $6,672,006 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $100,663,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $93,991,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $78,744,866 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $73,742,511 |
Interest on participant loans | 2011-12-31 | $18,729 |
Interest earned on other investments | 2011-12-31 | $541,855 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $19,365,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $17,675,021 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,407,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,884,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,249,633 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KP LYNCH CPA PC |
Accountancy firm EIN | 2011-12-31 | 202059984 |
2010 : THE NORTHEAST HEALTH 403(B) PLAN 2010 401k financial data |
---|
Total transfer of assets to this plan | 2010-12-31 | $1,101,025 |
Total income from all sources (including contributions) | 2010-12-31 | $20,701,815 |
Total of all expenses incurred | 2010-12-31 | $4,933,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,795,834 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $131,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,078,101 |
Value of total assets at end of year | 2010-12-31 | $93,991,968 |
Value of total assets at beginning of year | 2010-12-31 | $77,122,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,713 |
Total interest from all sources | 2010-12-31 | $549,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,133,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,133,794 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $8,474,128 |
Participant contributions at end of year | 2010-12-31 | $910,485 |
Participant contributions at beginning of year | 2010-12-31 | $682,702 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,663,951 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,425,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $748,240 |
Other income not declared elsewhere | 2010-12-31 | $197,142 |
Administrative expenses (other) incurred | 2010-12-31 | $5,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $15,768,414 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $93,991,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $77,122,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $73,742,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $58,740,206 |
Interest on participant loans | 2010-12-31 | $19,010 |
Interest earned on other investments | 2010-12-31 | $530,003 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $17,675,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $16,273,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,739,565 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,855,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,795,834 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KP LYNCH CPA PC |
Accountancy firm EIN | 2010-12-31 | 202059984 |
2009 : THE NORTHEAST HEALTH 403(B) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |