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LAWRENCE & MEMORIAL HOSPITAL 401(K) 401k Plan overview

Plan NameLAWRENCE & MEMORIAL HOSPITAL 401(K)
Plan identification number 002

LAWRENCE & MEMORIAL HOSPITAL 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAWRENCE & MEMORIAL HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCE & MEMORIAL HOSPITAL, INC.
Employer identification number (EIN):060646704
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE & MEMORIAL HOSPITAL 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MELISSA TURNER2023-10-16
0022021-01-01MELISSA TUNER2022-10-12
0022020-01-01ANGEL BRUNO2021-10-06
0022019-01-01LINDA LAFORTUNE2020-10-12
0022018-01-01LINDA LAFORTUNE2019-10-14
0022017-01-01
0022017-01-01BRIAN GARTLAND
0022016-01-01
0022015-01-01BRENDA KETNER
0022014-01-01BRENDA KETNER
0022013-01-01DONNA EPPS
0022012-01-01DONNA EPPS
0022011-01-01DONNA EPPS
0022009-01-01PETER FRASER

Plan Statistics for LAWRENCE & MEMORIAL HOSPITAL 401(K)

401k plan membership statisitcs for LAWRENCE & MEMORIAL HOSPITAL 401(K)

Measure Date Value
2022: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-015,237
Total number of active participants reported on line 7a of the Form 55002022-01-014,599
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-01766
Total of all active and inactive participants2022-01-015,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-015,398
Number of participants with account balances2022-01-014,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01172
2021: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-014,622
Total number of active participants reported on line 7a of the Form 55002021-01-014,452
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-01754
Total of all active and inactive participants2021-01-015,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-015,237
Number of participants with account balances2021-01-013,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01161
2020: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-013,468
Total number of active participants reported on line 7a of the Form 55002020-01-012,995
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01556
Total of all active and inactive participants2020-01-013,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,568
Number of participants with account balances2020-01-013,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-012,335
Total number of active participants reported on line 7a of the Form 55002019-01-012,900
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01541
Total of all active and inactive participants2019-01-013,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-013,468
Number of participants with account balances2019-01-013,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0149
2018: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-013,203
Total number of active participants reported on line 7a of the Form 55002018-01-011,757
Number of retired or separated participants receiving benefits2018-01-0123
Number of other retired or separated participants entitled to future benefits2018-01-01551
Total of all active and inactive participants2018-01-012,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,335
Number of participants with account balances2018-01-012,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0157
2017: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-013,372
Total number of active participants reported on line 7a of the Form 55002017-01-012,606
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-01569
Total of all active and inactive participants2017-01-013,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,199
Number of participants with account balances2017-01-012,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-013,371
Total number of active participants reported on line 7a of the Form 55002016-01-012,887
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-01465
Total of all active and inactive participants2016-01-013,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-013,371
Number of participants with account balances2016-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0181
2015: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-013,700
Total number of active participants reported on line 7a of the Form 55002015-01-013,288
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01417
Total of all active and inactive participants2015-01-013,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-013,719
Number of participants with account balances2015-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0174
2014: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-014,053
Total number of active participants reported on line 7a of the Form 55002014-01-013,347
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01339
Total of all active and inactive participants2014-01-013,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-013,700
Number of participants with account balances2014-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0188
2013: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-013,220
Total number of active participants reported on line 7a of the Form 55002013-01-013,751
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-01288
Total of all active and inactive participants2013-01-014,053
Total participants2013-01-014,053
Number of participants with account balances2013-01-012,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0171
2012: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-012,659
Total number of active participants reported on line 7a of the Form 55002012-01-013,006
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01201
Total of all active and inactive participants2012-01-013,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,220
Number of participants with account balances2012-01-012,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-012,985
Total number of active participants reported on line 7a of the Form 55002011-01-012,407
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01240
Total of all active and inactive participants2011-01-012,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,659
Number of participants with account balances2011-01-011,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2009: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-013,000
Total number of active participants reported on line 7a of the Form 55002009-01-012,601
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01242
Total of all active and inactive participants2009-01-012,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,845
Number of participants with account balances2009-01-011,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on LAWRENCE & MEMORIAL HOSPITAL 401(K)

Measure Date Value
2022 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-33,268,736
Total of all expenses incurred2022-12-31$22,230,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,906,939
Expenses. Certain deemed distributions of participant loans2022-12-31$66,468
Value of total corrective distributions2022-12-31$154,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,552,512
Value of total assets at end of year2022-12-31$284,783,087
Value of total assets at beginning of year2022-12-31$340,282,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,549
Total interest from all sources2022-12-31$160,759
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,610,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$21,610,991
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,887,937
Participant contributions at end of year2022-12-31$3,614,943
Participant contributions at beginning of year2022-12-31$3,211,826
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,665,507
Other income not declared elsewhere2022-12-31$314,048
Administrative expenses (other) incurred2022-12-31$102,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-55,499,647
Value of net assets at end of year (total assets less liabilities)2022-12-31$284,783,087
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$340,282,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$260,397,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$318,100,078
Interest on participant loans2022-12-31$160,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,627,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,741,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,741,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,520,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,585,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-76,907,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,999,068
Employer contributions (assets) at end of year2022-12-31$622,980
Employer contributions (assets) at beginning of year2022-12-31$644,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,906,939
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$65,724,645
Total of all expenses incurred2021-12-31$26,550,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,250,417
Expenses. Certain deemed distributions of participant loans2021-12-31$104,904
Value of total corrective distributions2021-12-31$106,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,751,669
Value of total assets at end of year2021-12-31$340,282,734
Value of total assets at beginning of year2021-12-31$301,108,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$88,390
Total interest from all sources2021-12-31$253,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$28,963,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,963,796
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,148,823
Participant contributions at end of year2021-12-31$3,211,826
Participant contributions at beginning of year2021-12-31$3,515,540
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,820,009
Other income not declared elsewhere2021-12-31$310,377
Administrative expenses (other) incurred2021-12-31$88,390
Total non interest bearing cash at beginning of year2021-12-31$1,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$39,174,608
Value of net assets at end of year (total assets less liabilities)2021-12-31$340,282,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$301,108,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$318,100,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$279,902,513
Interest on participant loans2021-12-31$253,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,741,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,355,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,355,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,585,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,786,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,445,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,782,837
Employer contributions (assets) at end of year2021-12-31$644,016
Employer contributions (assets) at beginning of year2021-12-31$546,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,250,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TIILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$58,338,854
Total of all expenses incurred2020-12-31$22,686,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,536,540
Expenses. Certain deemed distributions of participant loans2020-12-31$26,626
Value of total corrective distributions2020-12-31$53,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,623,321
Value of total assets at end of year2020-12-31$301,108,126
Value of total assets at beginning of year2020-12-31$265,455,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,653
Total interest from all sources2020-12-31$622,824
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,307,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,307,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,072,777
Participant contributions at end of year2020-12-31$3,515,540
Participant contributions at beginning of year2020-12-31$3,482,322
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,408,715
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,677,006
Other income not declared elsewhere2020-12-31$197,894
Administrative expenses (other) incurred2020-12-31$69,653
Total non interest bearing cash at end of year2020-12-31$1,810
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$35,652,652
Value of net assets at end of year (total assets less liabilities)2020-12-31$301,108,126
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$265,455,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$279,902,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$246,735,181
Interest on participant loans2020-12-31$251,332
Interest earned on other investments2020-12-31$364,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,355,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$406,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$406,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,786,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,002,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,587,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,873,538
Employer contributions (assets) at end of year2020-12-31$546,488
Employer contributions (assets) at beginning of year2020-12-31$419,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,536,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$66,180,917
Total income from all sources (including contributions)2019-12-31$66,180,917
Total of all expenses incurred2019-12-31$17,191,300
Total of all expenses incurred2019-12-31$17,191,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,059,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,059,604
Expenses. Certain deemed distributions of participant loans2019-12-31$50,929
Expenses. Certain deemed distributions of participant loans2019-12-31$50,929
Value of total corrective distributions2019-12-31$6,547
Value of total corrective distributions2019-12-31$6,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,340,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,340,706
Value of total assets at end of year2019-12-31$265,455,474
Value of total assets at end of year2019-12-31$265,455,474
Value of total assets at beginning of year2019-12-31$216,465,857
Value of total assets at beginning of year2019-12-31$216,465,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,220
Total interest from all sources2019-12-31$434,671
Total interest from all sources2019-12-31$434,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,936,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,936,996
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,936,996
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,107,484
Contributions received from participants2019-12-31$11,107,484
Participant contributions at end of year2019-12-31$3,482,322
Participant contributions at end of year2019-12-31$3,482,322
Participant contributions at beginning of year2019-12-31$3,229,956
Participant contributions at beginning of year2019-12-31$3,229,956
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,408,715
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,408,715
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,297,866
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,297,866
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,349,171
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,349,171
Other income not declared elsewhere2019-12-31$138,750
Other income not declared elsewhere2019-12-31$138,750
Administrative expenses (other) incurred2019-12-31$74,220
Administrative expenses (other) incurred2019-12-31$74,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$48,989,617
Value of net income/loss2019-12-31$48,989,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$265,455,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$265,455,474
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$216,465,857
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$216,465,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$246,735,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$246,735,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,948,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,948,922
Interest on participant loans2019-12-31$245,540
Interest on participant loans2019-12-31$245,540
Interest earned on other investments2019-12-31$156,875
Interest earned on other investments2019-12-31$156,875
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$8,794,940
Value of interest in common/collective trusts at beginning of year2019-12-31$8,794,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$406,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$406,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,002,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,002,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,407,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,407,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,236,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,236,891
Net investment gain or loss from common/collective trusts2019-12-31$92,903
Net investment gain or loss from common/collective trusts2019-12-31$92,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Contributions received in cash from employer2019-12-31$4,884,051
Contributions received in cash from employer2019-12-31$4,884,051
Employer contributions (assets) at end of year2019-12-31$419,724
Employer contributions (assets) at end of year2019-12-31$419,724
Employer contributions (assets) at beginning of year2019-12-31$786,444
Employer contributions (assets) at beginning of year2019-12-31$786,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,059,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,059,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-39,892
Total of all expenses incurred2018-12-31$17,710,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,572,078
Expenses. Certain deemed distributions of participant loans2018-12-31$7,548
Value of total corrective distributions2018-12-31$34,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,832,322
Value of total assets at end of year2018-12-31$216,465,857
Value of total assets at beginning of year2018-12-31$234,215,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,326
Total interest from all sources2018-12-31$255,310
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,048,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,048,791
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,793,652
Participant contributions at end of year2018-12-31$3,229,956
Participant contributions at beginning of year2018-12-31$3,222,851
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,297,866
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,879,506
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$881,862
Other income not declared elsewhere2018-12-31$225,000
Administrative expenses (other) incurred2018-12-31$96,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,750,077
Value of net assets at end of year (total assets less liabilities)2018-12-31$216,465,857
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$234,215,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$199,948,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$218,697,240
Interest on participant loans2018-12-31$230,262
Interest earned on other investments2018-12-31$4,363
Value of interest in common/collective trusts at end of year2018-12-31$8,794,940
Value of interest in common/collective trusts at beginning of year2018-12-31$10,041,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,407,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,530,693
Net investment gain or loss from common/collective trusts2018-12-31$129,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,156,808
Employer contributions (assets) at end of year2018-12-31$786,444
Employer contributions (assets) at beginning of year2018-12-31$374,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,572,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$50,177,570
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,078,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,951,937
Expenses. Certain deemed distributions of participant loans2017-12-31$178,398
Value of total corrective distributions2017-12-31$39,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,363,198
Value of total assets at end of year2017-12-31$233,841,396
Value of total assets at beginning of year2017-12-31$202,742,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-91,109
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$135,888
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,343,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$9,343,693
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,539,569
Participant contributions at end of year2017-12-31$3,222,851
Participant contributions at beginning of year2017-12-31$2,899,057
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,646,382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$-91,109
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3,004
Total non interest bearing cash at beginning of year2017-12-31$936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$31,098,999
Value of net assets at end of year (total assets less liabilities)2017-12-31$233,841,396
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$202,742,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$219,660,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$187,664,420
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$132,148
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$10,041,799
Value of interest in common/collective trusts at beginning of year2017-12-31$11,715,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$913,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$462,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$462,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,740
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,219,152
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$115,639
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,177,247
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,951,937
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$33,255,238
Total of all expenses incurred2016-12-31$12,109,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,088,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,606,935
Value of total assets at end of year2016-12-31$204,454,275
Value of total assets at beginning of year2016-12-31$183,308,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,581
Total interest from all sources2016-12-31$307,988
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,422,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,422,418
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,891,622
Participant contributions at end of year2016-12-31$2,899,057
Participant contributions at beginning of year2016-12-31$3,240,946
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,232,904
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$594,515
Other income not declared elsewhere2016-12-31$225,000
Administrative expenses (other) incurred2016-12-31$21,581
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$614
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$21,145,592
Value of net assets at end of year (total assets less liabilities)2016-12-31$204,454,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$183,308,683
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$186,895,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$168,025,882
Interest on participant loans2016-12-31$181,503
Interest earned on other investments2016-12-31$126,485
Value of interest in common/collective trusts at end of year2016-12-31$11,715,138
Value of interest in common/collective trusts at beginning of year2016-12-31$10,001,286
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$224,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$224,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,588,860
Net investment gain or loss from common/collective trusts2016-12-31$104,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$5,120,798
Employer contributions (assets) at end of year2016-12-31$1,711,878
Employer contributions (assets) at beginning of year2016-12-31$1,815,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,088,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,329,043
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,451,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,382,268
Expenses. Certain deemed distributions of participant loans2015-12-31$90,408
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,737,586
Value of total assets at end of year2015-12-31$183,308,683
Value of total assets at beginning of year2015-12-31$182,431,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-20,935
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$120,577
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,767,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,767,007
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$4,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,734,686
Participant contributions at end of year2015-12-31$3,240,946
Participant contributions at beginning of year2015-12-31$2,683,109
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,198,736
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$75
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$-20,935
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$614
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$877,302
Value of net assets at end of year (total assets less liabilities)2015-12-31$183,308,683
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$182,431,381
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$168,025,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$167,767,456
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$120,554
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$10,001,286
Value of interest in common/collective trusts at beginning of year2015-12-31$10,284,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$224,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$238,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$238,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,381,042
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$84,915
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$4,804,164
Employer contributions (assets) at end of year2015-12-31$1,815,703
Employer contributions (assets) at beginning of year2015-12-31$1,457,463
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,382,268
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$25,409,371
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,707,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,593,137
Expenses. Certain deemed distributions of participant loans2014-12-31$182,776
Value of total corrective distributions2014-12-31$7,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,993,245
Value of total assets at end of year2014-12-31$182,431,456
Value of total assets at beginning of year2014-12-31$166,729,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-76,004
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$112,592
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,876,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,876,118
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,643,558
Participant contributions at end of year2014-12-31$2,683,109
Participant contributions at beginning of year2014-12-31$2,572,765
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$971,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$-76,004
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$15,701,910
Value of net assets at end of year (total assets less liabilities)2014-12-31$182,431,381
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$166,729,471
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$167,767,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$152,328,943
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$112,581
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$10,284,559
Value of interest in common/collective trusts at beginning of year2014-12-31$10,694,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$238,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$37,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$37,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,561,655
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$-10,929
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$4,378,108
Employer contributions (assets) at end of year2014-12-31$1,457,463
Employer contributions (assets) at beginning of year2014-12-31$1,095,815
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,593,137
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
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$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$48,558,357
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,708,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,615,936
Expenses. Certain deemed distributions of participant loans2013-12-31$58,169
Value of total corrective distributions2013-12-31$14,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,012,492
Value of total assets at end of year2013-12-31$166,729,471
Value of total assets at beginning of year2013-12-31$126,879,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,265
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$95,364
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,146,058
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$6,146,058
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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
Contributions received from participants2013-12-31$10,129,327
Participant contributions at end of year2013-12-31$2,572,765
Participant contributions at beginning of year2013-12-31$1,983,668
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$125,148
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,620,193
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$19,265
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$937
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$39,850,251
Value of net assets at end of year (total assets less liabilities)2013-12-31$166,729,471
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$126,879,220
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$152,328,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$113,265,677
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$95,358
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$10,694,857
Value of interest in common/collective trusts at beginning of year2013-12-31$10,810,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$37,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$98,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$98,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,125,578
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$178,865
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$4,262,972
Employer contributions (assets) at end of year2013-12-31$1,095,815
Employer contributions (assets) at beginning of year2013-12-31$594,729
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,615,936
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
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$0
Contract administrator fees2013-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31SALOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2013-12-31061533253
2012 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2012 401k financial data
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$27,428,701
Total of all expenses incurred2012-12-31$8,197,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,092,457
Expenses. Certain deemed distributions of participant loans2012-12-31$87,180
Value of total corrective distributions2012-12-31$720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,591,002
Value of total assets at end of year2012-12-31$126,879,220
Value of total assets at beginning of year2012-12-31$107,647,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,014
Total interest from all sources2012-12-31$88,346
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,094,956
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$4,094,956
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,665,864
Participant contributions at end of year2012-12-31$1,983,668
Participant contributions at beginning of year2012-12-31$1,954,860
Participant contributions at end of year2012-12-31$125,148
Participant contributions at beginning of year2012-12-31$126,399
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,003,159
Administrative expenses (other) incurred2012-12-31$17,014
Total non interest bearing cash at end of year2012-12-31$937
Total non interest bearing cash at beginning of year2012-12-31$1,385
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$19,231,330
Value of net assets at end of year (total assets less liabilities)2012-12-31$126,879,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,647,890
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$113,265,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$104,688,542
Interest on participant loans2012-12-31$88,339
Value of interest in common/collective trusts at end of year2012-12-31$10,810,519
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$98,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$45,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$45,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,524,489
Net investment gain or loss from common/collective trusts2012-12-31$129,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$3,921,979
Employer contributions (assets) at end of year2012-12-31$594,729
Employer contributions (assets) at beginning of year2012-12-31$830,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,092,457
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
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 name2012-12-31SALOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2012-12-31061533253
2011 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2011 401k financial data
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$11,135,314
Total of all expenses incurred2011-12-31$6,486,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,350,659
Expenses. Certain deemed distributions of participant loans2011-12-31$121,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,875,829
Value of total assets at end of year2011-12-31$107,647,890
Value of total assets at beginning of year2011-12-31$102,999,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,327
Total interest from all sources2011-12-31$85,850
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,956,586
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$3,956,586
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,514,233
Participant contributions at end of year2011-12-31$1,954,860
Participant contributions at beginning of year2011-12-31$1,833,028
Participant contributions at end of year2011-12-31$126,399
Participant contributions at beginning of year2011-12-31$46,005
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$687,858
Administrative expenses (other) incurred2011-12-31$14,327
Total non interest bearing cash at end of year2011-12-31$1,385
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,648,400
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,647,890
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$102,999,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$104,688,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$100,292,960
Interest on participant loans2011-12-31$85,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$45,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$38,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$38,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,782,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$3,673,738
Employer contributions (assets) at end of year2011-12-31$830,948
Employer contributions (assets) at beginning of year2011-12-31$788,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,350,659
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
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 name2011-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2011-12-31061533253
2010 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$25,697,796
Total of all expenses incurred2010-12-31$4,118,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,670,758
Expenses. Certain deemed distributions of participant loans2010-12-31$432,424
Value of total corrective distributions2010-12-31$2,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,070,965
Value of total assets at end of year2010-12-31$102,999,490
Value of total assets at beginning of year2010-12-31$81,420,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,550
Total interest from all sources2010-12-31$95,478
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,118,126
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$2,118,126
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,789,298
Participant contributions at end of year2010-12-31$1,833,028
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$46,005
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$427,262
Administrative expenses (other) incurred2010-12-31$12,550
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$21,579,416
Value of net assets at end of year (total assets less liabilities)2010-12-31$102,999,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$81,420,074
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$100,292,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$95,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$38,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$81,420,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$81,420,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,413,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$3,854,405
Employer contributions (assets) at end of year2010-12-31$788,583
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,670,758
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
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 name2010-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2010-12-31061533253
2009 : LAWRENCE & MEMORIAL HOSPITAL 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAWRENCE & MEMORIAL HOSPITAL 401(K)

2022: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAWRENCE & MEMORIAL HOSPITAL 401(K) 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAWRENCE & MEMORIAL HOSPITAL 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberST-60492
Policy instance 1
Insurance contract or identification numberST-60492
Number of Individuals Covered366
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberST-60492
Policy instance 1
Insurance contract or identification numberST-60492
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberST-60492
Policy instance 1
Insurance contract or identification numberST-60492
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberST-60492
Policy instance 1
Insurance contract or identification numberST-60492
Number of Individuals Covered422
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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