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RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 401k Plan overview

Plan NameRETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK
Plan identification number 001

RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

UNITED HOSPITAL FUND OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:UNITED HOSPITAL FUND OF NEW YORK
Employer identification number (EIN):131562656
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED HOSPITAL FUND OF NEW YORK

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1897-06-10
Company Identification Number: 20415
Legal Registered Office Address: ATTN: PRESIDENT
350 FIFTH AVE., 23RD FL.
NEW YORK
United States of America (USA)
101180110

More information about UNITED HOSPITAL FUND OF NEW YORK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01SHEILA ABRAMS
0012012-01-01SHEILA ABRAMS SHEILA ABRAMS2013-10-11
0012011-01-01SHEILA ABRAMS
0012009-01-01SHEILA M. ABRAMS SHEILA M. ABRAMS2010-10-14
0012009-01-01SHEILA ABRAMS
0012009-01-01SHEILA M. ABRAMS SHEILA M. ABRAMS2010-10-14
0012009-01-01SHEILA M. ABRAMS SHEILA M. ABRAMS2010-10-13

Plan Statistics for RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK

401k plan membership statisitcs for RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK

Measure Date Value
2013: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2013 401k membership
Total participants, beginning-of-year2013-01-01123
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-0137
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-0129
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-0133
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK

Measure Date Value
2013 : RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2013 401k financial data
Total income from all sources (including contributions)2013-03-28$1,735,122
Total of all expenses incurred2013-03-28$19,411,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-28$19,388,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-28$1,894,294
Value of total assets at beginning of year2013-03-28$17,676,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-28$23,670
Total interest from all sources2013-03-28$9,204
Total dividends received (eg from common stock, registered investment company shares)2013-03-28$107,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-03-28$0
Total dividends received from registered investment company shares (eg mutual funds)2013-03-28$107,363
Was this plan covered by a fidelity bond2013-03-28Yes
Value of fidelity bond cover2013-03-28$1,000,000
If this is an individual account plan, was there a blackout period2013-03-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-28$0
Were there any nonexempt tranactions with any party-in-interest2013-03-28No
Administrative expenses (other) incurred2013-03-28$19,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-28No
Value of net income/loss2013-03-28$-17,676,756
Value of net assets at beginning of year (total assets less liabilities)2013-03-28$17,676,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-28No
Were any leases to which the plan was party in default or uncollectible2013-03-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-28$14,553,898
Interest earned on other investments2013-03-28$9,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-28$3,122,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-28$-275,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-28Yes
Was there a failure to transmit to the plan any participant contributions2013-03-28No
Has the plan failed to provide any benefit when due under the plan2013-03-28No
Contributions received in cash from employer2013-03-28$1,894,294
Employer contributions (assets) at beginning of year2013-03-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-28$19,388,208
Contract administrator fees2013-03-28$4,387
Did the plan have assets held for investment2013-03-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-28Yes
Opinion of an independent qualified public accountant for this plan2013-03-28Disclaimer
Accountancy firm name2013-03-28KPMG
Accountancy firm EIN2013-03-28113518842
2012 : RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$468,447
Total unrealized appreciation/depreciation of assets2012-12-31$468,447
Total income from all sources (including contributions)2012-12-31$3,000,149
Total of all expenses incurred2012-12-31$689,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$624,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,000,000
Value of total assets at end of year2012-12-31$17,676,756
Value of total assets at beginning of year2012-12-31$15,365,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,136
Total interest from all sources2012-12-31$66,556
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$746,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$746,275
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
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$2,310,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,676,756
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,365,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$65,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,553,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,823,049
Interest earned on other investments2012-12-31$66,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,122,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,442,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$718,871
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$1,000,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$624,216
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31113518842
2011 : RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$839,853
Total unrealized appreciation/depreciation of assets2011-12-31$839,853
Total income from all sources (including contributions)2011-12-31$2,899,393
Total of all expenses incurred2011-12-31$498,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$480,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$820,000
Value of total assets at end of year2011-12-31$15,365,960
Value of total assets at beginning of year2011-12-31$12,965,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,325
Total interest from all sources2011-12-31$82,364
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$570,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$570,292
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
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$2,400,588
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,365,960
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,965,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,823,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,244,020
Interest earned on other investments2011-12-31$82,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,442,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,721,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$586,884
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$820,000
Employer contributions (assets) at end of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$480,480
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31113518842
2010 : RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$57,327
Total unrealized appreciation/depreciation of assets2010-12-31$57,327
Total income from all sources (including contributions)2010-12-31$1,193,168
Total of all expenses incurred2010-12-31$494,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$474,705
Value of total assets at end of year2010-12-31$12,965,372
Value of total assets at beginning of year2010-12-31$12,266,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,471
Total interest from all sources2010-12-31$107,247
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$508,574
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$508,574
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Other income not declared elsewhere2010-12-31$520,020
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$698,992
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,965,372
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,266,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$19,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,244,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,305,373
Interest earned on other investments2010-12-31$107,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,721,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,961,007
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$474,705
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31113518842
2009 : RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 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 RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK

2013: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN OF THE UNITED HOSPITAL FUND OF NEW YORK 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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