401k Plan data: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN plan

NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	NORTH SHORE MEDICAL CENTER RETIREMENT PLAN
Plan identification number	003

NORTH SHORE MEDICAL CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC.

Employer identification number (EIN): 043399616

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 PAUL CHANEY JASON FAN 2014-07-18
003 2012-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2013-07-29
003 2011-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	PAUL CHANEY	JASON FAN	2014-07-18
003	2012-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2013-07-29
003	2011-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2012-07-31

Plan Statistics for NORTH SHORE MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for NORTH SHORE MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2013: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4,871
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,424
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,558
Number of retired or separated participants receiving benefits 2012-01-01 57
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,255
Total of all active and inactive participants 2012-01-01 4,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 4,871
Number of participants with account balances 2012-01-01 4,651
2011: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4,297
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8,018
Number of retired or separated participants receiving benefits 2011-01-01 32
Number of other retired or separated participants entitled to future benefits 2011-01-01 577
Total of all active and inactive participants 2011-01-01 8,627
Total participants 2011-01-01 8,627
Number of participants with account balances 2011-01-01 4,424

Measure	Date	Value
2013: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4,871
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,424
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,558
Number of retired or separated participants receiving benefits	2012-01-01	57
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,255
Total of all active and inactive participants	2012-01-01	4,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	4,871
Number of participants with account balances	2012-01-01	4,651
2011: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4,297
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8,018
Number of retired or separated participants receiving benefits	2011-01-01	32
Number of other retired or separated participants entitled to future benefits	2011-01-01	577
Total of all active and inactive participants	2011-01-01	8,627
Total participants	2011-01-01	8,627
Number of participants with account balances	2011-01-01	4,424

Financial Data on NORTH SHORE MEDICAL CENTER RETIREMENT PLAN

Measure	Date	Value
2013 : NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$136,068,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$28,362,591
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,838,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,834,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,095,851
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$115,543,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,329
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,893,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,893,574
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$77,504
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$13,241,093
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$321,651
Other income not declared elsewhere	2013-12-31	$1,989,306
Administrative expenses (other) incurred	2013-12-31	$3,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$20,524,423
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$115,543,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$100,605,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$14,383,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$8,774,200
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$1,619,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,834,839
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2013-12-31	042684828
2012 : NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$20,654,127
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,368,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,366,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,473,097
Value of total assets at end of year	2012-12-31	$115,543,946
Value of total assets at beginning of year	2012-12-31	$101,258,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,172
Total interest from all sources	2012-12-31	$2,575,375
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$77,504
Participant contributions at beginning of year	2012-12-31	$79,984
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$13,241,093
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$11,857,604
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$169,847
Administrative expenses (other) incurred	2012-12-31	$2,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$14,285,341
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$115,543,946
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$101,258,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$100,605,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$87,693,234
Interest earned on other investments	2012-12-31	$2,575,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,605,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$8,303,250
Employer contributions (assets) at end of year	2012-12-31	$1,619,506
Employer contributions (assets) at beginning of year	2012-12-31	$1,627,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,366,614
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-12-31	042684828
2011 : NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,136,782
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,594,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,592,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$8,658,336
Value of total assets at end of year	2011-12-31	$101,258,605
Value of total assets at beginning of year	2011-12-31	$99,716,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,838
Total interest from all sources	2011-12-31	$2,574,291
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$79,984
Participant contributions at beginning of year	2011-12-31	$105,123
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$11,857,604
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$11,557,839
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$449,122
Administrative expenses (other) incurred	2011-12-31	$1,838
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	$1,542,552
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$101,258,605
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$99,716,053
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	$87,693,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$86,595,336
Interest earned on other investments	2011-12-31	$2,574,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-5,095,845
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	$8,209,214
Employer contributions (assets) at end of year	2011-12-31	$1,627,783
Employer contributions (assets) at beginning of year	2011-12-31	$1,457,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,592,392
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	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2011-12-31	042684828

Form 5500 Responses for NORTH SHORE MEDICAL CENTER RETIREMENT PLAN

2013: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH SHORE MEDICAL CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC.
Employer identification number (EIN):	043399616
NAIC Classification:	622000
NAIC Description:	Hospitals