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RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL
Plan identification number 001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE WILLIAM W. BACKUS HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAM W. BACKUS HOSPITAL
Employer identification number (EIN):060250773
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01LAPIERRE, MARK
0012013-01-01
0012012-01-01DANIEL E. LOHR
0012011-01-01DANIEL E. LOHR
0012010-01-01DANIEL E. LOHR
0012009-01-01DANIEL E. LOHR

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL

Measure Date Value
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2016 401k membership
Market value of plan assets2016-12-31158,275,178
Acturial value of plan assets2016-12-31167,767,948
Funding target for retired participants and beneficiaries receiving payment2016-12-3166,873,453
Number of terminated vested participants2016-12-31974
Fundng target for terminated vested participants2016-12-3141,366,907
Active participant vested funding target2016-12-3139,054,610
Number of active participants2016-12-31838
Total funding liabilities for active participants2016-12-3140,929,654
Total participant count2016-12-312,443
Total funding target for all participants2016-12-31149,170,014
Balance at beginning of prior year after applicable adjustments2016-12-312,654,096
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-312,654,096
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-312,636,048
Balance of prefunding at beginning of current year2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,436,000
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,443
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-012,471
Total number of active participants reported on line 7a of the Form 55002015-01-01838
Number of retired or separated participants receiving benefits2015-01-01604
Number of other retired or separated participants entitled to future benefits2015-01-01962
Total of all active and inactive participants2015-01-012,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0139
Total participants2015-01-012,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-012,477
Total number of active participants reported on line 7a of the Form 55002014-01-01972
Number of retired or separated participants receiving benefits2014-01-01574
Number of other retired or separated participants entitled to future benefits2014-01-01916
Total of all active and inactive participants2014-01-012,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-012,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-012,463
Total number of active participants reported on line 7a of the Form 55002013-01-011,072
Number of retired or separated participants receiving benefits2013-01-01539
Number of other retired or separated participants entitled to future benefits2013-01-01858
Total of all active and inactive participants2013-01-012,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-012,498
Total number of active participants reported on line 7a of the Form 55002012-01-011,137
Number of retired or separated participants receiving benefits2012-01-01512
Number of other retired or separated participants entitled to future benefits2012-01-01797
Total of all active and inactive participants2012-01-012,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0117
Total participants2012-01-012,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-012,535
Total number of active participants reported on line 7a of the Form 55002011-01-011,244
Number of retired or separated participants receiving benefits2011-01-01472
Number of other retired or separated participants entitled to future benefits2011-01-01763
Total of all active and inactive participants2011-01-012,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-012,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0153
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-01-012,618
Total number of active participants reported on line 7a of the Form 55002010-01-011,410
Number of retired or separated participants receiving benefits2010-01-01428
Number of other retired or separated participants entitled to future benefits2010-01-01681
Total of all active and inactive participants2010-01-012,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0116
Total participants2010-01-012,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01110
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-012,471
Total number of active participants reported on line 7a of the Form 55002009-01-011,635
Number of retired or separated participants receiving benefits2009-01-01376
Number of other retired or separated participants entitled to future benefits2009-01-01596
Total of all active and inactive participants2009-01-012,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-012,618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL

Measure Date Value
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2016 401k financial data
Total transfer of assets from this plan2016-12-31$159,678,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$730,134
Total income from all sources (including contributions)2016-12-31$9,349,482
Total of all expenses incurred2016-12-31$7,215,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,203,328
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$158,275,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,279
Total interest from all sources2016-12-31$211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$12,279
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$730,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,133,875
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$157,545,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$157,317,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$957,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$957,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,203,328
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2016-12-31061648707
2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$730,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$138,171
Total income from all sources (including contributions)2015-12-31$-1,831,692
Total of all expenses incurred2015-12-31$6,544,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,535,106
Value of total assets at end of year2015-12-31$158,275,179
Value of total assets at beginning of year2015-12-31$166,059,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,003
Total interest from all sources2015-12-31$139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$730,134
Liabilities. Value of operating payables at beginning of year2015-12-31$138,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,375,801
Value of net assets at end of year (total assets less liabilities)2015-12-31$157,545,045
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$165,920,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,003
Value of interest in master investment trust accounts at end of year2015-12-31$157,317,866
Value of interest in master investment trust accounts at beginning of year2015-12-31$164,057,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$957,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,001,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,001,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,535,106
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2015-12-31061648707
2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$138,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,998,059
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,023,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,993,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$166,059,017
Value of total assets at beginning of year2014-12-31$164,946,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,112
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$12,179
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$586
Liabilities. Value of operating payables at end of year2014-12-31$138,171
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$974,082
Value of net assets at end of year (total assets less liabilities)2014-12-31$165,920,846
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$164,946,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$164,057,734
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,001,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$164,946,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$164,946,173
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$5
Net gain/loss from 103.12 investment entities2014-12-31$6,997,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,993,865
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$17,933
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2014-12-31061648707
2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$216,325
Total unrealized appreciation/depreciation of assets2013-12-31$216,325
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$6,380
Total income from all sources (including contributions)2013-12-31$20,810,116
Total loss/gain on sale of assets2013-12-31$-2,047,450
Total of all expenses incurred2013-12-31$5,859,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,589,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,350,000
Value of total assets at end of year2013-12-31$163,446,764
Value of total assets at beginning of year2013-12-31$148,502,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$269,685
Total interest from all sources2013-12-31$1,169,797
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,955,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,955,217
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$215,854
Other income not declared elsewhere2013-12-31$8,514
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$6,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,951,013
Value of net assets at end of year (total assets less liabilities)2013-12-31$163,446,764
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$148,495,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$269,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$109,656,125
Interest earned on other investments2013-12-31$2,625
Income. Interest from US Government securities2013-12-31$70,936
Income. Interest from corporate debt instruments2013-12-31$1,096,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$163,446,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$748,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$748,631
Asset value of US Government securities at end of year2013-12-31$5
Asset value of US Government securities at beginning of year2013-12-31$5,133,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,122,815
Net investment gain or loss from common/collective trusts2013-12-31$9,034,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,350,000
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$6,075,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,589,418
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$26,672,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$49,103,602
Aggregate carrying amount (costs) on sale of assets2013-12-31$51,151,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2013-12-31060903326
2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,048,649
Total unrealized appreciation/depreciation of assets2012-12-31$1,048,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,639
Total income from all sources (including contributions)2012-12-31$27,103,781
Total loss/gain on sale of assets2012-12-31$283,313
Total of all expenses incurred2012-12-31$5,450,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,279,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,800,000
Value of total assets at end of year2012-12-31$148,502,131
Value of total assets at beginning of year2012-12-31$126,848,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$170,485
Total interest from all sources2012-12-31$932,320
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,628,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,628,640
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$215,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$206,275
Other income not declared elsewhere2012-12-31$134
Liabilities. Value of operating payables at end of year2012-12-31$6,380
Liabilities. Value of operating payables at beginning of year2012-12-31$6,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,653,515
Value of net assets at end of year (total assets less liabilities)2012-12-31$148,495,751
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$126,842,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$170,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$109,656,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$87,907,267
Income. Interest from US Government securities2012-12-31$41,385
Income. Interest from corporate debt instruments2012-12-31$890,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$748,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,857,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,857,057
Asset value of US Government securities at end of year2012-12-31$5,133,806
Asset value of US Government securities at beginning of year2012-12-31$5,287,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,958,832
Net investment gain or loss from common/collective trusts2012-12-31$4,451,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,800,000
Employer contributions (assets) at end of year2012-12-31$6,075,000
Employer contributions (assets) at beginning of year2012-12-31$3,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,279,781
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$26,672,715
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$19,216,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$21,912,996
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,629,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2012-12-31060903326
2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,959
Total income from all sources (including contributions)2011-12-31$6,975,046
Total loss/gain on sale of assets2011-12-31$947,015
Total of all expenses incurred2011-12-31$5,075,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,884,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,750,000
Value of total assets at end of year2011-12-31$126,848,875
Value of total assets at beginning of year2011-12-31$124,961,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$191,041
Total interest from all sources2011-12-31$622,586
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,436,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,436,948
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$206,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,199,375
Liabilities. Value of operating payables at end of year2011-12-31$6,639
Liabilities. Value of operating payables at beginning of year2011-12-31$18,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,899,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$126,842,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,942,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$191,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$87,907,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$74,617,856
Interest earned on other investments2011-12-31$58,718
Income. Interest from US Government securities2011-12-31$56,370
Income. Interest from corporate debt instruments2011-12-31$501,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,857,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,048,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,048,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,135
Asset value of US Government securities at end of year2011-12-31$5,287,196
Asset value of US Government securities at beginning of year2011-12-31$17,762,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,781,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,750,000
Employer contributions (assets) at end of year2011-12-31$3,375,000
Employer contributions (assets) at beginning of year2011-12-31$4,725,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,884,567
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$19,216,080
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,608,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$65,570,647
Aggregate carrying amount (costs) on sale of assets2011-12-31$64,623,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2011-12-31060903326
2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,605,627
Total unrealized appreciation/depreciation of assets2010-12-31$1,605,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,840
Total income from all sources (including contributions)2010-12-31$20,239,652
Total loss/gain on sale of assets2010-12-31$318,230
Total of all expenses incurred2010-12-31$4,283,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,108,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,750,000
Value of total assets at end of year2010-12-31$124,961,757
Value of total assets at beginning of year2010-12-31$109,072,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$175,081
Total interest from all sources2010-12-31$267,378
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,191,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,191,509
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,199,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$117,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$64,179
Administrative expenses (other) incurred2010-12-31$61,514
Liabilities. Value of operating payables at end of year2010-12-31$18,959
Liabilities. Value of operating payables at beginning of year2010-12-31$21,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,956,306
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,942,798
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$108,986,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$113,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$74,617,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$71,972,953
Interest earned on other investments2010-12-31$53,413
Income. Interest from US Government securities2010-12-31$142,962
Income. Interest from corporate debt instruments2010-12-31$60,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,048,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,524,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,524,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,631
Asset value of US Government securities at end of year2010-12-31$17,762,600
Asset value of US Government securities at beginning of year2010-12-31$16,148,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,106,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,750,000
Employer contributions (assets) at end of year2010-12-31$4,725,000
Employer contributions (assets) at beginning of year2010-12-31$6,098,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,108,265
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,608,422
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,209,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$64,266,743
Aggregate carrying amount (costs) on sale of assets2010-12-31$63,948,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2010-12-31060903326

Form 5500 Responses for RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL

2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE WILLIAM W. BACKUS HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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