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THE MILFORD HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameTHE MILFORD HOSPITAL RETIREMENT PLAN
Plan identification number 001

THE MILFORD HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE MILFORD HOSPITAL, INC has sponsored the creation of one or more 401k plans.

Company Name:THE MILFORD HOSPITAL, INC
Employer identification number (EIN):060646741
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MILFORD HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012012-10-01LAURA SMITH
0012011-10-01JOSEPH PELACCIA
0012009-10-01JOSEPH PELACCIA
0012008-10-01

Plan Statistics for THE MILFORD HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for THE MILFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2017: THE MILFORD HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-09-3057,760,099
Acturial value of plan assets2017-09-3057,760,099
Funding target for retired participants and beneficiaries receiving payment2017-09-3027,750,385
Number of terminated vested participants2017-09-30302
Fundng target for terminated vested participants2017-09-3013,693,451
Active participant vested funding target2017-09-3024,355,535
Number of active participants2017-09-30248
Total funding liabilities for active participants2017-09-3024,778,438
Total participant count2017-09-30854
Total funding target for all participants2017-09-3066,222,274
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3032,511
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-3032,511
Present value of excess contributions2017-09-301,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-302,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-302,096
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3037,988
Total employer contributions2017-09-302,260,792
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-302,043,354
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30440,662
Net shortfall amortization installment of oustanding balance2017-09-308,500,163
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-302,043,354
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-302,043,354
Contributions allocatedtoward minimum required contributions for current year2017-09-302,043,354
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: THE MILFORD HOSPITAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01854
Total number of active participants reported on line 7a of the Form 55002016-10-01226
Number of retired or separated participants receiving benefits2016-10-01296
Number of other retired or separated participants entitled to future benefits2016-10-01295
Total of all active and inactive participants2016-10-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0122
Total participants2016-10-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: THE MILFORD HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01869
Total number of active participants reported on line 7a of the Form 55002015-10-01248
Number of retired or separated participants receiving benefits2015-10-01281
Number of other retired or separated participants entitled to future benefits2015-10-01302
Total of all active and inactive participants2015-10-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0123
Total participants2015-10-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: THE MILFORD HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01894
Total number of active participants reported on line 7a of the Form 55002014-10-01277
Number of retired or separated participants receiving benefits2014-10-01279
Number of other retired or separated participants entitled to future benefits2014-10-01288
Total of all active and inactive participants2014-10-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0125
Total participants2014-10-01869
2013: THE MILFORD HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01912
Total number of active participants reported on line 7a of the Form 55002013-10-01330
Number of retired or separated participants receiving benefits2013-10-01276
Number of other retired or separated participants entitled to future benefits2013-10-01267
Total of all active and inactive participants2013-10-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0121
Total participants2013-10-01894
2012: THE MILFORD HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01812
Total number of active participants reported on line 7a of the Form 55002012-10-01343
Number of retired or separated participants receiving benefits2012-10-01265
Number of other retired or separated participants entitled to future benefits2012-10-01280
Total of all active and inactive participants2012-10-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0124
Total participants2012-10-01912
2011: THE MILFORD HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01829
Total number of active participants reported on line 7a of the Form 55002011-10-01261
Number of retired or separated participants receiving benefits2011-10-01250
Number of other retired or separated participants entitled to future benefits2011-10-01283
Total of all active and inactive participants2011-10-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0118
Total participants2011-10-01812
2009: THE MILFORD HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01904
Total number of active participants reported on line 7a of the Form 55002009-10-01306
Number of retired or separated participants receiving benefits2009-10-01241
Number of other retired or separated participants entitled to future benefits2009-10-01278
Total of all active and inactive participants2009-10-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0116
Total participants2009-10-01841

Financial Data on THE MILFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2017 : THE MILFORD HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$3,604,511
Total unrealized appreciation/depreciation of assets2017-09-30$3,604,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$2,722,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$8,619,152
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$7,507,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$6,550,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,329,201
Value of total assets at end of year2017-09-30$61,661,131
Value of total assets at beginning of year2017-09-30$57,827,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$957,426
Total interest from all sources2017-09-30$1,334,247
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$351,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$6,756
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Assets. Other investments not covered elsewhere at end of year2017-09-30$17,448,508
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$16,473,566
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$1,068,409
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$2,722,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,114,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$40,380
Administrative expenses (other) incurred2017-09-30$576,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,111,390
Value of net assets at end of year (total assets less liabilities)2017-09-30$58,938,496
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$57,827,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$373,938
Interest earned on other investments2017-09-30$1,103,058
Income. Interest from US Government securities2017-09-30$74,778
Income. Interest from corporate debt instruments2017-09-30$142,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$1,439,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$6,725,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$6,725,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$14,055
Asset value of US Government securities at end of year2017-09-30$6,379,429
Asset value of US Government securities at beginning of year2017-09-30$6,523,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$2,260,792
Employer contributions (assets) at end of year2017-09-30$1,749,953
Employer contributions (assets) at beginning of year2017-09-30$1,814,368
Income. Dividends from common stock2017-09-30$351,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$3,827,701
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$4,720,416
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$4,279,178
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$28,808,836
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$21,971,046
Liabilities. Value of benefit claims payable at end of year2017-09-30$2,722,635
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30MARCUM LLP
Accountancy firm EIN2017-09-30111986323
2016 : THE MILFORD HOSPITAL RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$4,529,057
Total unrealized appreciation/depreciation of assets2016-09-30$4,529,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$7,811,122
Total loss/gain on sale of assets2016-09-30$-15,554
Total of all expenses incurred2016-09-30$4,702,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$4,262,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,349,832
Value of total assets at end of year2016-09-30$57,827,106
Value of total assets at beginning of year2016-09-30$54,718,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$440,662
Total interest from all sources2016-09-30$408,799
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$384,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$28,094
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$10,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Assets. Other investments not covered elsewhere at end of year2016-09-30$16,473,566
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$9,763,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$40,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$34,995
Other income not declared elsewhere2016-09-30$154,170
Administrative expenses (other) incurred2016-09-30$65,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,108,161
Value of net assets at end of year (total assets less liabilities)2016-09-30$57,827,106
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$54,718,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$346,644
Interest earned on other investments2016-09-30$208,998
Income. Interest from US Government securities2016-09-30$68,005
Income. Interest from corporate debt instruments2016-09-30$128,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$6,725,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$2,510,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$2,510,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$3,547
Asset value of US Government securities at end of year2016-09-30$6,523,257
Asset value of US Government securities at beginning of year2016-09-30$6,509,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$2,349,832
Employer contributions (assets) at end of year2016-09-30$1,814,368
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from common stock2016-09-30$384,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$4,262,299
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$4,279,178
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$4,021,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$21,971,046
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$31,879,230
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate carrying amount (costs) on sale of assets2016-09-30$15,554
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-09-30390859910
2015 : THE MILFORD HOSPITAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-6,853,653
Total unrealized appreciation/depreciation of assets2015-09-30$-6,853,653
Total income from all sources (including contributions)2015-09-30$-2,631,208
Total loss/gain on sale of assets2015-09-30$2,347,524
Total of all expenses incurred2015-09-30$7,102,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$6,521,357
Value of total assets at end of year2015-09-30$54,718,945
Value of total assets at beginning of year2015-09-30$64,453,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$581,539
Total interest from all sources2015-09-30$1,287,494
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$587,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$62,752
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$10,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Assets. Other investments not covered elsewhere at end of year2015-09-30$9,763,236
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$11,100,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$34,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$37,281
Administrative expenses (other) incurred2015-09-30$175,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-9,734,104
Value of net assets at end of year (total assets less liabilities)2015-09-30$54,718,945
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$64,453,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$343,730
Interest earned on other investments2015-09-30$1,103,240
Income. Interest from US Government securities2015-09-30$53,739
Income. Interest from corporate debt instruments2015-09-30$130,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$2,510,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$2,109,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$2,109,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$190
Asset value of US Government securities at end of year2015-09-30$6,509,195
Asset value of US Government securities at beginning of year2015-09-30$6,693,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Income. Dividends from common stock2015-09-30$587,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$6,521,357
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$4,021,863
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$4,136,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$31,879,230
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$40,376,389
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$48,176,696
Aggregate carrying amount (costs) on sale of assets2015-09-30$45,829,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30MARCUM LLP
Accountancy firm EIN2015-09-30111986323
2014 : THE MILFORD HOSPITAL RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$2,092,119
Total unrealized appreciation/depreciation of assets2014-09-30$2,092,119
Total income from all sources (including contributions)2014-09-30$5,045,871
Total loss/gain on sale of assets2014-09-30$1,067,370
Total of all expenses incurred2014-09-30$6,515,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$5,965,889
Value of total assets at end of year2014-09-30$64,453,049
Value of total assets at beginning of year2014-09-30$65,922,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$549,242
Total interest from all sources2014-09-30$1,184,191
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$702,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$138
Administrative expenses professional fees incurred2014-09-30$30,955
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$10,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Assets. Other investments not covered elsewhere at end of year2014-09-30$11,100,217
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$3,585,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$37,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$52,494
Administrative expenses (other) incurred2014-09-30$122,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-1,469,260
Value of net assets at end of year (total assets less liabilities)2014-09-30$64,453,049
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$65,922,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$395,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$359,576
Interest earned on other investments2014-09-30$959,987
Income. Interest from US Government securities2014-09-30$66,693
Income. Interest from corporate debt instruments2014-09-30$157,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$2,109,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$5,852,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$5,852,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$68
Asset value of US Government securities at end of year2014-09-30$6,693,585
Asset value of US Government securities at beginning of year2014-09-30$8,523,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Income. Dividends from common stock2014-09-30$702,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$5,965,889
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$4,136,487
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$5,394,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$40,376,389
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$42,153,577
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$1,067,370
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30MARCUM LLP
Accountancy firm EIN2014-09-30111986323
2013 : THE MILFORD HOSPITAL RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$2,011,593
Total unrealized appreciation/depreciation of assets2013-09-30$2,011,593
Total transfer of assets to this plan2013-09-30$12,884,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$12,265,827
Total income from all sources (including contributions)2013-09-30$3,692,981
Total loss/gain on sale of assets2013-09-30$494,521
Total of all expenses incurred2013-09-30$4,020,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$3,582,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$0
Value of total assets at end of year2013-09-30$65,922,309
Value of total assets at beginning of year2013-09-30$65,631,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$437,735
Total interest from all sources2013-09-30$619,019
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$567,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$639
Administrative expenses professional fees incurred2013-09-30$53,377
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$5,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Assets. Other investments not covered elsewhere at end of year2013-09-30$3,585,006
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$2,911,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$52,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$84,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$12,265,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-327,481
Value of net assets at end of year (total assets less liabilities)2013-09-30$65,922,309
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$53,365,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$384,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$359,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$7,504,128
Interest earned on other investments2013-09-30$367,079
Income. Interest from US Government securities2013-09-30$74,951
Income. Interest from corporate debt instruments2013-09-30$176,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$5,852,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$269,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$269,958
Asset value of US Government securities at end of year2013-09-30$8,523,744
Asset value of US Government securities at beginning of year2013-09-30$8,773,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$625,000
Income. Dividends from common stock2013-09-30$567,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$3,582,727
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$5,394,936
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$5,121,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$42,153,577
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$40,341,334
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$63,697,399
Aggregate carrying amount (costs) on sale of assets2013-09-30$63,202,878
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30MARCUM LLP
Accountancy firm EIN2013-09-30111986323
2012 : THE MILFORD HOSPITAL RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$6,479,006
Total unrealized appreciation/depreciation of assets2012-09-30$6,479,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$12,265,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$9,198,586
Total income from all sources (including contributions)2012-09-30$9,472,643
Total loss/gain on sale of assets2012-09-30$-767,745
Total of all expenses incurred2012-09-30$2,921,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,644,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,747,860
Value of total assets at end of year2012-09-30$65,631,451
Value of total assets at beginning of year2012-09-30$56,013,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$277,398
Total interest from all sources2012-09-30$438,014
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$575,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$1,667
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$5,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Assets. Other investments not covered elsewhere at end of year2012-09-30$2,911,484
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$2,187,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$84,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$173,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$12,265,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$9,198,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$6,551,139
Value of net assets at end of year (total assets less liabilities)2012-09-30$53,365,624
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$46,814,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$277,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$7,504,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Interest earned on other investments2012-09-30$151,874
Income. Interest from US Government securities2012-09-30$150,928
Income. Interest from corporate debt instruments2012-09-30$134,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$269,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$2,232,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$2,232,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$630
Asset value of US Government securities at end of year2012-09-30$8,773,956
Asset value of US Government securities at beginning of year2012-09-30$8,380,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$2,747,860
Employer contributions (assets) at end of year2012-09-30$625,000
Employer contributions (assets) at beginning of year2012-09-30$2,961,209
Income. Dividends from common stock2012-09-30$573,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,644,106
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$5,121,143
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$4,496,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$40,341,334
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$35,580,773
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$102,978,038
Aggregate carrying amount (costs) on sale of assets2012-09-30$103,745,783
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30MARCUM LLP
Accountancy firm EIN2012-09-30111986323
2011 : THE MILFORD HOSPITAL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-4,369,211
Total unrealized appreciation/depreciation of assets2011-09-30$-4,369,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$9,198,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$8,183,983
Total income from all sources (including contributions)2011-09-30$3,412,679
Total loss/gain on sale of assets2011-09-30$2,938,017
Total of all expenses incurred2011-09-30$3,557,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$3,140,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$3,855,709
Value of total assets at end of year2011-09-30$56,013,071
Value of total assets at beginning of year2011-09-30$55,142,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$416,150
Total interest from all sources2011-09-30$423,992
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$564,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$79
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$2,187,467
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$1,842,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$173,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$177,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$9,198,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$8,183,983
Administrative expenses (other) incurred2011-09-30$416,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-144,396
Value of net assets at end of year (total assets less liabilities)2011-09-30$46,814,485
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$46,958,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Interest earned on other investments2011-09-30$1,760
Income. Interest from US Government securities2011-09-30$187,406
Income. Interest from corporate debt instruments2011-09-30$233,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$2,232,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$2,832,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$2,832,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$1,633
Asset value of US Government securities at end of year2011-09-30$8,380,644
Asset value of US Government securities at beginning of year2011-09-30$8,372,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$3,855,709
Employer contributions (assets) at end of year2011-09-30$2,961,209
Employer contributions (assets) at beginning of year2011-09-30$396,500
Income. Dividends from common stock2011-09-30$564,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$3,140,925
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$4,496,920
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$5,688,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$35,580,773
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$35,833,332
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$29,474,820
Aggregate carrying amount (costs) on sale of assets2011-09-30$26,536,803
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30MARCUM LLP
Accountancy firm EIN2011-09-30111986323

Form 5500 Responses for THE MILFORD HOSPITAL RETIREMENT PLAN

2016: THE MILFORD HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE MILFORD HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE MILFORD HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE MILFORD HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE MILFORD HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE MILFORD HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE MILFORD HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE MILFORD HOSPITAL RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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