MORTON HOSPITAL AND MEDICAL CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MORTON HOSPITAL EMPLOYEES' PENSION PLAN
| Measure | Date | Value |
|---|
| 2009: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 1,811 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 954 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 337 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 514 |
| Total of all active and inactive participants | 2009-10-01 | 1,805 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 2 |
| Total participants | 2009-10-01 | 1,807 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 31 |
| Total participants, beginning-of-year | 2009-01-01 | 392 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 378 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 26 |
| Total of all active and inactive participants | 2009-01-01 | 404 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 404 |
| Number of participants with account balances | 2009-01-01 | 401 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $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 | $2,473,756 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $2,457,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $2,156,221 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $1,701,000 |
| Value of total assets at end of year | 2011-09-30 | $50,260,984 |
| Value of total assets at beginning of year | 2011-09-30 | $50,244,409 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $300,960 |
| Total interest from all sources | 2011-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $493,453 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $493,453 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Administrative expenses (other) incurred | 2011-09-30 | $300,960 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $16,575 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $50,260,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $50,244,409 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $25,031,337 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $25,548,993 |
| Value of interest in pooled separate accounts at end of year | 2011-09-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-09-30 | $264,658 |
| Value of interest in common/collective trusts at end of year | 2011-09-30 | $25,229,647 |
| Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $24,430,758 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-964,905 |
| Net investment gain/loss from pooled separate accounts | 2011-09-30 | $775 |
| Net investment gain or loss from common/collective trusts | 2011-09-30 | $1,243,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $1,701,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $2,156,221 |
| Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
| Accountancy firm name | 2011-09-30 | FEELEY & DRISCOLL, P.C. |
| Accountancy firm EIN | 2011-09-30 | 042684828 |
| 2010 : MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
| 2009: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: MORTON HOSPITAL EMPLOYEES' PENSION PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
