BETH ISRAEL DEACONESS HOSPITAL NEEDHAM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN
401k plan membership statisitcs for BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN
Measure | Date | Value |
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2022 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,971,323 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,181,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,186,479 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-13,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,736,397 |
Value of total assets at end of year | 2022-12-31 | $54,698,097 |
Value of total assets at beginning of year | 2022-12-31 | $67,851,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,250 |
Total interest from all sources | 2022-12-31 | $39,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,407,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,407,885 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,504,963 |
Participant contributions at end of year | 2022-12-31 | $517,509 |
Participant contributions at beginning of year | 2022-12-31 | $499,196 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $119,886 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $267,859 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $914,516 |
Administrative expenses (other) incurred | 2022-12-31 | $-1,601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-13,152,948 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $54,698,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $67,851,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $9,851 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,060,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $67,083,990 |
Interest on participant loans | 2022-12-31 | $22,416 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-16,154,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,316,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,186,479 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, PC |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $13,755,614 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,312,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,243,675 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $56,887 |
Value of total corrective distributions | 2021-12-31 | $476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,428,772 |
Value of total assets at end of year | 2021-12-31 | $67,851,045 |
Value of total assets at beginning of year | 2021-12-31 | $59,407,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,078 |
Total interest from all sources | 2021-12-31 | $36,146 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,617,210 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,617,210 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,262,439 |
Participant contributions at end of year | 2021-12-31 | $499,196 |
Participant contributions at beginning of year | 2021-12-31 | $642,162 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $267,859 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $912,695 |
Administrative expenses (other) incurred | 2021-12-31 | $253 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,443,498 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $67,851,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $59,407,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $10,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $67,083,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $58,765,385 |
Interest on participant loans | 2021-12-31 | $34,974 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,172 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,673,486 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,253,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,243,675 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $13,857,950 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,023,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,961,175 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,026 |
Value of total corrective distributions | 2020-12-31 | $563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,552,596 |
Value of total assets at end of year | 2020-12-31 | $59,407,547 |
Value of total assets at beginning of year | 2020-12-31 | $49,572,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $55,307 |
Total interest from all sources | 2020-12-31 | $33,501 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,825,389 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,825,389 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,918,743 |
Participant contributions at end of year | 2020-12-31 | $642,162 |
Participant contributions at beginning of year | 2020-12-31 | $514,493 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $57,497 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $443,603 |
Other income not declared elsewhere | 2020-12-31 | $41,250 |
Administrative expenses (other) incurred | 2020-12-31 | $46,562 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $9,834,879 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $59,407,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $49,572,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $8,745 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $58,765,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,989,301 |
Interest on participant loans | 2020-12-31 | $26,183 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7,318 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,405,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,190,250 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $11,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,961,175 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $13,318,507 |
Total income from all sources (including contributions) | 2019-12-31 | $13,318,507 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,653,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,631,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,631,269 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,736 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,652,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,652,531 |
Value of total assets at end of year | 2019-12-31 | $49,572,668 |
Value of total assets at end of year | 2019-12-31 | $49,572,668 |
Value of total assets at beginning of year | 2019-12-31 | $39,907,775 |
Value of total assets at beginning of year | 2019-12-31 | $39,907,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,609 |
Total interest from all sources | 2019-12-31 | $76,692 |
Total interest from all sources | 2019-12-31 | $76,692 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,194,858 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,194,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,194,858 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,194,858 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,855,821 |
Contributions received from participants | 2019-12-31 | $2,855,821 |
Participant contributions at end of year | 2019-12-31 | $514,493 |
Participant contributions at end of year | 2019-12-31 | $514,493 |
Participant contributions at beginning of year | 2019-12-31 | $489,747 |
Participant contributions at beginning of year | 2019-12-31 | $489,747 |
Participant contributions at end of year | 2019-12-31 | $57,497 |
Participant contributions at end of year | 2019-12-31 | $57,497 |
Participant contributions at beginning of year | 2019-12-31 | $63,781 |
Participant contributions at beginning of year | 2019-12-31 | $63,781 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $655,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $655,384 |
Administrative expenses (other) incurred | 2019-12-31 | $4,128 |
Administrative expenses (other) incurred | 2019-12-31 | $4,128 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,664,893 |
Value of net income/loss | 2019-12-31 | $9,664,893 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $49,572,668 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $49,572,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $39,907,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $39,907,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $6,481 |
Investment advisory and management fees | 2019-12-31 | $6,481 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,989,301 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,989,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,326,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,326,346 |
Interest on participant loans | 2019-12-31 | $26,908 |
Interest on participant loans | 2019-12-31 | $26,908 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $49,784 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $49,784 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,394,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,394,426 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,141,326 |
Contributions received in cash from employer | 2019-12-31 | $1,141,326 |
Employer contributions (assets) at end of year | 2019-12-31 | $11,377 |
Employer contributions (assets) at end of year | 2019-12-31 | $11,377 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $27,901 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $27,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,631,269 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,631,269 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,647,909 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,998,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,986,498 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $7,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,698,090 |
Value of total assets at end of year | 2018-12-31 | $39,907,775 |
Value of total assets at beginning of year | 2018-12-31 | $42,258,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,495 |
Total interest from all sources | 2018-12-31 | $22,469 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,444,449 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,444,449 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,521,072 |
Participant contributions at end of year | 2018-12-31 | $489,747 |
Participant contributions at beginning of year | 2018-12-31 | $413,617 |
Participant contributions at end of year | 2018-12-31 | $63,781 |
Participant contributions at beginning of year | 2018-12-31 | $46,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $87,350 |
Administrative expenses (other) incurred | 2018-12-31 | $175 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,350,520 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $39,907,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $42,258,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,320 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,326,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $41,777,500 |
Interest on participant loans | 2018-12-31 | $22,469 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,517,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,089,668 |
Employer contributions (assets) at end of year | 2018-12-31 | $27,901 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $20,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,986,498 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,584,356 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $275,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $274,885 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $864,617 |
Value of total assets at end of year | 2017-12-31 | $42,258,295 |
Value of total assets at beginning of year | 2017-12-31 | $39,949,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $942 |
Total interest from all sources | 2017-12-31 | $4,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,251,601 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,251,601 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $547,312 |
Participant contributions at end of year | 2017-12-31 | $413,617 |
Participant contributions at beginning of year | 2017-12-31 | $376,952 |
Participant contributions at end of year | 2017-12-31 | $46,738 |
Participant contributions at beginning of year | 2017-12-31 | $45,259 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $62,422 |
Administrative expenses (other) incurred | 2017-12-31 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,308,529 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $42,258,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,949,766 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $41,777,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $39,507,973 |
Interest on participant loans | 2017-12-31 | $4,533 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $463,605 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $254,883 |
Employer contributions (assets) at end of year | 2017-12-31 | $20,440 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $19,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $274,885 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Total unrealized appreciation/depreciation of assets | 2017-09-30 | $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 | $8,661,437 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $2,313,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $2,308,704 |
Expenses. Certain deemed distributions of participant loans | 2017-09-30 | $1,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $3,724,291 |
Value of total assets at end of year | 2017-09-30 | $39,949,766 |
Value of total assets at beginning of year | 2017-09-30 | $33,601,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $2,979 |
Total interest from all sources | 2017-09-30 | $14,162 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $1,396,183 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $1,396,183 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $2,245,021 |
Participant contributions at end of year | 2017-09-30 | $376,952 |
Participant contributions at beginning of year | 2017-09-30 | $294,966 |
Participant contributions at end of year | 2017-09-30 | $45,259 |
Participant contributions at beginning of year | 2017-09-30 | $34,836 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $498,391 |
Administrative expenses (other) incurred | 2017-09-30 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $6,348,418 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $39,949,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $33,601,348 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $2,854 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $39,507,973 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $33,253,484 |
Interest on participant loans | 2017-09-30 | $14,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $3,526,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $980,879 |
Employer contributions (assets) at end of year | 2017-09-30 | $19,582 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $18,062 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $2,308,704 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | KPMG LLP |
Accountancy firm EIN | 2017-09-30 | 135565207 |
2016 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $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 | $5,973,960 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $2,029,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $2,018,161 |
Expenses. Certain deemed distributions of participant loans | 2016-09-30 | $9,683 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $3,056,039 |
Value of total assets at end of year | 2016-09-30 | $33,601,348 |
Value of total assets at beginning of year | 2016-09-30 | $29,657,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $1,774 |
Total interest from all sources | 2016-09-30 | $10,608 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $1,434,444 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-09-30 | $1,434,444 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Contributions received from participants | 2016-09-30 | $1,967,849 |
Participant contributions at end of year | 2016-09-30 | $294,966 |
Participant contributions at beginning of year | 2016-09-30 | $230,363 |
Participant contributions at end of year | 2016-09-30 | $34,836 |
Participant contributions at beginning of year | 2016-09-30 | $59,077 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-09-30 | $213,615 |
Administrative expenses (other) incurred | 2016-09-30 | $275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $3,944,342 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $33,601,348 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $29,657,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Investment advisory and management fees | 2016-09-30 | $1,499 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $33,253,484 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $29,342,496 |
Interest on participant loans | 2016-09-30 | $10,608 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $1,472,869 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $874,575 |
Employer contributions (assets) at end of year | 2016-09-30 | $18,062 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $25,070 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $2,018,161 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | KPMG LLP |
Accountancy firm EIN | 2016-09-30 | 135565207 |
2015 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $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 | $2,873,180 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $2,702,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $2,692,918 |
Expenses. Certain deemed distributions of participant loans | 2015-09-30 | $8,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $2,975,602 |
Value of total assets at end of year | 2015-09-30 | $29,657,006 |
Value of total assets at beginning of year | 2015-09-30 | $29,486,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $350 |
Total interest from all sources | 2015-09-30 | $10,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $1,617,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-09-30 | $1,617,555 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Contributions received from participants | 2015-09-30 | $1,862,808 |
Participant contributions at end of year | 2015-09-30 | $230,363 |
Participant contributions at beginning of year | 2015-09-30 | $297,252 |
Participant contributions at end of year | 2015-09-30 | $59,077 |
Participant contributions at beginning of year | 2015-09-30 | $45,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-09-30 | $286,276 |
Administrative expenses (other) incurred | 2015-09-30 | $275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $170,990 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $29,657,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $29,486,016 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Investment advisory and management fees | 2015-09-30 | $75 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $29,342,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $29,121,074 |
Interest on participant loans | 2015-09-30 | $10,393 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-1,730,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $826,518 |
Employer contributions (assets) at end of year | 2015-09-30 | $25,070 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $22,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $2,692,918 |
Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | KPMG LLP |
Accountancy firm EIN | 2015-09-30 | 135565207 |
2014 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $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 | $5,244,725 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $3,691,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $3,681,001 |
Expenses. Certain deemed distributions of participant loans | 2014-09-30 | $10,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $2,462,088 |
Value of total assets at end of year | 2014-09-30 | $29,486,016 |
Value of total assets at beginning of year | 2014-09-30 | $27,932,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $300 |
Total interest from all sources | 2014-09-30 | $10,271 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $1,640,706 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $1,640,706 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Contributions received from participants | 2014-09-30 | $1,503,872 |
Participant contributions at end of year | 2014-09-30 | $297,252 |
Participant contributions at beginning of year | 2014-09-30 | $233,154 |
Participant contributions at end of year | 2014-09-30 | $45,005 |
Participant contributions at beginning of year | 2014-09-30 | $34,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-30 | $154,972 |
Administrative expenses (other) incurred | 2014-09-30 | $300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $1,553,130 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $29,486,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $27,932,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $29,121,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $27,645,467 |
Interest on participant loans | 2014-09-30 | $10,271 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $1,131,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $803,244 |
Employer contributions (assets) at end of year | 2014-09-30 | $22,685 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $19,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $3,681,001 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | KPMG LLP |
Accountancy firm EIN | 2014-09-30 | 135565207 |
2013 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $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 | $5,163,826 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $1,063,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $1,063,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $2,151,866 |
Value of total assets at end of year | 2013-09-30 | $27,932,886 |
Value of total assets at beginning of year | 2013-09-30 | $23,832,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $225 |
Total interest from all sources | 2013-09-30 | $9,867 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $664,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $664,321 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Contributions received from participants | 2013-09-30 | $1,390,732 |
Participant contributions at end of year | 2013-09-30 | $233,154 |
Participant contributions at beginning of year | 2013-09-30 | $234,292 |
Participant contributions at end of year | 2013-09-30 | $34,963 |
Participant contributions at beginning of year | 2013-09-30 | $29,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $18,098 |
Administrative expenses (other) incurred | 2013-09-30 | $225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $4,100,209 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $27,932,886 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $23,832,677 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $27,645,467 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $23,553,251 |
Interest on participant loans | 2013-09-30 | $9,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $2,337,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $743,036 |
Employer contributions (assets) at end of year | 2013-09-30 | $19,302 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $15,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $1,063,392 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | KPMG LLP |
Accountancy firm EIN | 2013-09-30 | 135565207 |
2012 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $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 | $5,746,422 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $1,552,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $1,539,879 |
Expenses. Certain deemed distributions of participant loans | 2012-09-30 | $11,770 |
Value of total corrective distributions | 2012-09-30 | $907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $2,020,035 |
Value of total assets at end of year | 2012-09-30 | $23,832,677 |
Value of total assets at beginning of year | 2012-09-30 | $19,639,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $409 |
Total interest from all sources | 2012-09-30 | $10,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $461,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $461,038 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Contributions received from participants | 2012-09-30 | $1,321,674 |
Participant contributions at end of year | 2012-09-30 | $234,292 |
Participant contributions at beginning of year | 2012-09-30 | $307,820 |
Participant contributions at end of year | 2012-09-30 | $29,747 |
Participant contributions at beginning of year | 2012-09-30 | $20,444 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $4,774 |
Administrative expenses (other) incurred | 2012-09-30 | $409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $4,193,457 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $23,832,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $19,639,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $23,553,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $19,299,807 |
Interest on participant loans | 2012-09-30 | $10,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $3,254,432 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $693,587 |
Employer contributions (assets) at end of year | 2012-09-30 | $15,387 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $11,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $1,539,879 |
Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | KPMG LLP |
Accountancy firm EIN | 2012-09-30 | 135565207 |
2011 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) 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 | $1,919,747 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $1,985,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $1,974,098 |
Expenses. Certain deemed distributions of participant loans | 2011-09-30 | $7,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $2,075,810 |
Value of total assets at end of year | 2011-09-30 | $19,639,220 |
Value of total assets at beginning of year | 2011-09-30 | $19,705,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $4,306 |
Total interest from all sources | 2011-09-30 | $10,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $373,846 |
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 | $373,846 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
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 |
Contributions received from participants | 2011-09-30 | $1,271,471 |
Participant contributions at end of year | 2011-09-30 | $307,820 |
Participant contributions at beginning of year | 2011-09-30 | $195,012 |
Participant contributions at end of year | 2011-09-30 | $20,444 |
Participant contributions at beginning of year | 2011-09-30 | $17,345 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $131,432 |
Administrative expenses (other) incurred | 2011-09-30 | $4,306 |
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 | $-66,252 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $19,639,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $19,705,472 |
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 | $19,299,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $19,484,551 |
Interest on participant loans | 2011-09-30 | $10,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-540,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
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 | $672,907 |
Employer contributions (assets) at end of year | 2011-09-30 | $11,149 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $8,564 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $1,974,098 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | KPMG LLP |
Accountancy firm EIN | 2011-09-30 | 135565207 |
2010 : BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 403(B) 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 |