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RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='060646766' AND PlanID='001'

401k Sponsoring company profile

HOSPITAL FOR SPECIAL CARE has sponsored the creation of one or more 401k plans.

Company Name:HOSPITAL FOR SPECIAL CARE
Employer identification number (EIN):060646766
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-04-01LAURIE A. WHELAN
0012013-04-01NANCY MARTONE
0012012-04-01LAURIE A. WHELAN
0012011-04-01LAURIE A. WHELAN
0012010-04-01LAURIE A. WHELAN
0012009-04-01LAURIE A. WHELAN

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE

Measure Date Value
2014 : RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-22$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-22$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-22$0
Total income from all sources (including contributions)2014-09-22$4,009,922
Total loss/gain on sale of assets2014-09-22$0
Total of all expenses incurred2014-09-22$14,991,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-22$14,955,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-22$3,915,000
Value of total assets at end of year2014-09-22$0
Value of total assets at beginning of year2014-09-22$10,981,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-22$35,923
Total interest from all sources2014-09-22$413
Total dividends received (eg from common stock, registered investment company shares)2014-09-22$43,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-09-22$0
Total dividends received from registered investment company shares (eg mutual funds)2014-09-22$43,701
Administrative expenses professional fees incurred2014-09-22$1,042
Was this plan covered by a fidelity bond2014-09-22Yes
Value of fidelity bond cover2014-09-22$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-22$0
Were there any nonexempt tranactions with any party-in-interest2014-09-22No
Participant contributions at end of year2014-09-22$0
Participant contributions at beginning of year2014-09-22$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-22$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-22$39,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-22No
Value of net income/loss2014-09-22$-10,981,150
Value of net assets at end of year (total assets less liabilities)2014-09-22$0
Value of net assets at beginning of year (total assets less liabilities)2014-09-22$10,981,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-22No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-22No
Were any leases to which the plan was party in default or uncollectible2014-09-22No
Investment advisory and management fees2014-09-22$34,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-22$10,941,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-22$413
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-22$2,565,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-22$50,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-22Yes
Was there a failure to transmit to the plan any participant contributions2014-09-22No
Has the plan failed to provide any benefit when due under the plan2014-09-22No
Contributions received in cash from employer2014-09-22$3,915,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-22$12,389,769
Did the plan have assets held for investment2014-09-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-22Yes
Aggregate proceeds on sale of assets2014-09-22$12,501,429
Aggregate carrying amount (costs) on sale of assets2014-09-22$12,501,429
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-22Yes
Opinion of an independent qualified public accountant for this plan2014-09-22Disclaimer
Accountancy firm name2014-09-22BLUM SHAPIRO & CO PC
Accountancy firm EIN2014-09-22061009205
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$374,604
Total loss/gain on sale of assets2014-03-31$-25,006
Total of all expenses incurred2014-03-31$8,840,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$8,760,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$0
Value of total assets at end of year2014-03-31$10,981,150
Value of total assets at beginning of year2014-03-31$19,446,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$79,974
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$577,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-03-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$577,624
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Participant contributions at end of year2014-03-31$0
Participant contributions at beginning of year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$39,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$19,418
Other income not declared elsewhere2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-8,465,416
Value of net assets at end of year (total assets less liabilities)2014-03-31$10,981,150
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$19,446,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$79,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$10,941,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$19,427,148
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$8,193,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-178,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$566,465
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$26,998,852
Aggregate carrying amount (costs) on sale of assets2014-03-31$27,023,858
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31BLUM SHAPIRO & CO PC
Accountancy firm EIN2014-03-31061009205
2013 : RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$910,028
Total unrealized appreciation/depreciation of assets2013-03-31$910,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$2,483,865
Total loss/gain on sale of assets2013-03-31$694,803
Total of all expenses incurred2013-03-31$700,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$621,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$363,811
Value of total assets at end of year2013-03-31$19,446,566
Value of total assets at beginning of year2013-03-31$17,663,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$78,680
Total interest from all sources2013-03-31$4
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Participant contributions at end of year2013-03-31$0
Participant contributions at beginning of year2013-03-31$636,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$19,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$26,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,783,509
Value of net assets at end of year (total assets less liabilities)2013-03-31$19,446,566
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$17,663,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$78,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$19,427,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$17,000,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$515,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$363,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$621,676
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$13,436,398
Aggregate carrying amount (costs) on sale of assets2013-03-31$12,741,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2013-03-31061009205
2012 : RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$373,187
Total unrealized appreciation/depreciation of assets2012-03-31$373,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$2,063,003
Total loss/gain on sale of assets2012-03-31$97,414
Total of all expenses incurred2012-03-31$635,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$560,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,136,189
Value of total assets at end of year2012-03-31$17,663,057
Value of total assets at beginning of year2012-03-31$16,235,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$74,981
Total interest from all sources2012-03-31$1
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Participant contributions at end of year2012-03-31$636,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$26,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$27,370
Administrative expenses (other) incurred2012-03-31$74,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$1,427,239
Value of net assets at end of year (total assets less liabilities)2012-03-31$17,663,057
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$16,235,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$17,000,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$16,208,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$456,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,136,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$560,783
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$2,671,657
Aggregate carrying amount (costs) on sale of assets2012-03-31$2,574,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2012-03-31061009205
2011 : RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$635,774
Total unrealized appreciation/depreciation of assets2011-03-31$635,774
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$2,312,847
Total loss/gain on sale of assets2011-03-31$609,729
Total of all expenses incurred2011-03-31$585,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$523,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$500,000
Value of total assets at end of year2011-03-31$16,235,818
Value of total assets at beginning of year2011-03-31$14,508,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$61,494
Total interest from all sources2011-03-31$58
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$500,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$27,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$31,514
Other income not declared elsewhere2011-03-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,727,540
Value of net assets at end of year (total assets less liabilities)2011-03-31$16,235,818
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$14,508,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$61,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$16,208,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$14,476,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$567,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$523,813
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$8,312,196
Aggregate carrying amount (costs) on sale of assets2011-03-31$7,702,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2011-03-31061009205
2010 : RETIREMENT PLAN FOR EMPLOYEES OF HOSPITAL FOR SPECIAL CARE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

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