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THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameTHE JEWISH HOME & HOSPITAL RETIREMENT PLAN
Plan identification number 001

THE JEWISH HOME & 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEWISH HOME LIFECARE, MANHATTAN has sponsored the creation of one or more 401k plans.

Company Name:JEWISH HOME LIFECARE, MANHATTAN
Employer identification number (EIN):131624033
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about JEWISH HOME LIFECARE, MANHATTAN

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1872-12-28
Company Identification Number: 11820
Legal Registered Office Address: ATTN: ELI D. GREENBERG, ESQ.
444 MADISON AVENUE, 6TH FLOOR
NEW YORK
United States of America (USA)
10022

More information about JEWISH HOME LIFECARE, MANHATTAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH HOME & HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ELLIOT HAGLER
0012017-01-01
0012016-01-01ELLIOT HAGLER
0012015-01-01ELLIOT HAGLER
0012014-01-01THOMAS J. GILMARTIN
0012014-01-01THOMAS J. GILMARTIN
0012009-01-01ROBERT S DAVIS

Plan Statistics for THE JEWISH HOME & HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for THE JEWISH HOME & HOSPITAL RETIREMENT PLAN

Measure Date Value
2022: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3198,157,243
Acturial value of plan assets2022-12-3190,326,423
Funding target for retired participants and beneficiaries receiving payment2022-12-3168,532,656
Number of terminated vested participants2022-12-31325
Fundng target for terminated vested participants2022-12-3123,320,213
Active participant vested funding target2022-12-319,805,939
Number of active participants2022-12-31130
Total funding liabilities for active participants2022-12-3110,049,082
Total participant count2022-12-311,131
Total funding target for all participants2022-12-31101,901,951
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,496,329
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,496,329
Present value of excess contributions2022-12-31136,082
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31143,580
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31143,580
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,833,384
Total employer contributions2022-12-31648,098
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-3143,449
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31564,009
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31975,000
Net shortfall amortization installment of oustanding balance2022-12-3113,408,912
Total funding amount beforereflecting carryover/prefunding balances2022-12-312,397,189
Prefunding balance elected to use to offset funding requirement2022-12-311,833,384
Additional cash requirement2022-12-31563,805
Contributions allocatedtoward minimum required contributions for current year2022-12-31564,009
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,129
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-01465
Number of other retired or separated participants entitled to future benefits2022-01-01318
Total of all active and inactive participants2022-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0138
Total participants2022-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3191,538,667
Acturial value of plan assets2021-12-3183,890,024
Funding target for retired participants and beneficiaries receiving payment2021-12-3167,740,310
Number of terminated vested participants2021-12-31334
Fundng target for terminated vested participants2021-12-3122,859,759
Active participant vested funding target2021-12-3110,534,159
Number of active participants2021-12-31143
Total funding liabilities for active participants2021-12-3110,814,776
Total participant count2021-12-311,147
Total funding target for all participants2021-12-31101,414,845
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,416,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,496,329
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,496,329
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,496,329
Total employer contributions2021-12-313,002,098
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-3148,206
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,920,655
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31919,179
Net shortfall amortization installment of oustanding balance2021-12-3119,021,150
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,784,573
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-312,784,573
Contributions allocatedtoward minimum required contributions for current year2021-12-312,920,655
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,145
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Number of retired or separated participants receiving benefits2021-01-01630
Number of other retired or separated participants entitled to future benefits2021-01-01317
Total of all active and inactive participants2021-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3183,926,233
Acturial value of plan assets2020-12-3179,793,522
Funding target for retired participants and beneficiaries receiving payment2020-12-3167,258,464
Number of terminated vested participants2020-12-31340
Fundng target for terminated vested participants2020-12-3122,321,407
Active participant vested funding target2020-12-3111,128,287
Number of active participants2020-12-31157
Total funding liabilities for active participants2020-12-3112,002,901
Total participant count2020-12-311,168
Total funding target for all participants2020-12-31101,582,772
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-314,636,325
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,389,947
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31928,053
Net shortfall amortization installment of oustanding balance2020-12-3121,789,250
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,973,773
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,973,773
Contributions allocatedtoward minimum required contributions for current year2020-12-314,389,947
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,166
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-01625
Number of other retired or separated participants entitled to future benefits2020-01-01326
Total of all active and inactive participants2020-01-011,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0151
Total participants2020-01-011,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3172,428,338
Acturial value of plan assets2019-12-3173,510,008
Funding target for retired participants and beneficiaries receiving payment2019-12-3167,947,692
Number of terminated vested participants2019-12-31353
Fundng target for terminated vested participants2019-12-3123,828,103
Active participant vested funding target2019-12-3112,261,501
Number of active participants2019-12-31174
Total funding liabilities for active participants2019-12-3113,174,352
Total participant count2019-12-311,187
Total funding target for all participants2019-12-31104,950,147
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-315,964,116
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,759,199
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31927,120
Net shortfall amortization installment of oustanding balance2019-12-3131,440,139
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,555,790
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-317,555,790
Contributions allocatedtoward minimum required contributions for current year2019-12-315,759,199
Unpaid minimum required contributions for current year2019-12-311,796,591
Unpaid minimum required contributions for all years2019-12-311,796,591
Total participants, beginning-of-year2019-01-011,187
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-01626
Number of other retired or separated participants entitled to future benefits2019-01-01332
Total of all active and inactive participants2019-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0151
Total participants2019-01-011,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3185,811,458
Acturial value of plan assets2018-12-3182,608,824
Funding target for retired participants and beneficiaries receiving payment2018-12-3167,781,651
Number of terminated vested participants2018-12-31626
Fundng target for terminated vested participants2018-12-3130,179,487
Active participant vested funding target2018-12-3113,252,496
Number of active participants2018-12-31192
Total funding liabilities for active participants2018-12-3114,279,329
Total participant count2018-12-311,475
Total funding target for all participants2018-12-31112,240,467
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-316,314,040
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-315,964,114
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,152,007
Net shortfall amortization installment of oustanding balance2018-12-3129,631,643
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-315,964,114
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-315,964,114
Contributions allocatedtoward minimum required contributions for current year2018-12-315,964,114
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,475
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-01619
Number of other retired or separated participants entitled to future benefits2018-01-01344
Total of all active and inactive participants2018-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0150
Total participants2018-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3180,101,085
Acturial value of plan assets2017-12-3183,484,104
Funding target for retired participants and beneficiaries receiving payment2017-12-3160,442,684
Number of terminated vested participants2017-12-31632
Fundng target for terminated vested participants2017-12-3128,751,984
Active participant vested funding target2017-12-3115,129,250
Number of active participants2017-12-31219
Total funding liabilities for active participants2017-12-3115,129,271
Total participant count2017-12-311,492
Total funding target for all participants2017-12-31104,323,939
Balance at beginning of prior year after applicable adjustments2017-12-31448,121
Prefunding balance at beginning of prior year after applicable adjustments2017-12-315,794,437
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31448,121
Amount remaining of prefunding balance2017-12-315,794,437
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31461,968
Reductions in prefunding balances due to elections or deemed elections2017-12-315,973,485
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-314,133,938
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,973,706
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31921,287
Net shortfall amortization installment of oustanding balance2017-12-3120,839,835
Total funding amount beforereflecting carryover/prefunding balances2017-12-313,973,706
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-313,973,706
Contributions allocatedtoward minimum required contributions for current year2017-12-313,973,706
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,492
Total number of active participants reported on line 7a of the Form 55002017-01-01192
Number of retired or separated participants receiving benefits2017-01-01616
Number of other retired or separated participants entitled to future benefits2017-01-01614
Total of all active and inactive participants2017-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0153
Total participants2017-01-011,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3177,887,478
Acturial value of plan assets2016-12-3181,557,882
Funding target for retired participants and beneficiaries receiving payment2016-12-3157,883,345
Number of terminated vested participants2016-12-31601
Fundng target for terminated vested participants2016-12-3123,237,789
Active participant vested funding target2016-12-3120,076,985
Number of active participants2016-12-31299
Total funding liabilities for active participants2016-12-3120,077,105
Total participant count2016-12-311,520
Total funding target for all participants2016-12-31101,198,239
Balance at beginning of prior year after applicable adjustments2016-12-31465,097
Prefunding balance at beginning of prior year after applicable adjustments2016-12-316,013,946
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31465,097
Amount remaining of prefunding balance2016-12-316,013,946
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31448,121
Balance of prefunding at beginning of current year2016-12-315,794,437
Total employer contributions2016-12-317,473,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,984,145
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31894,312
Net shortfall amortization installment of oustanding balance2016-12-3125,882,915
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-314,427,291
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-314,427,291
Contributions allocatedtoward minimum required contributions for current year2016-12-316,984,145
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,520
Total number of active participants reported on line 7a of the Form 55002016-01-01219
Number of retired or separated participants receiving benefits2016-01-01598
Number of other retired or separated participants entitled to future benefits2016-01-01632
Total of all active and inactive participants2016-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0143
Total participants2016-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,558
Total number of active participants reported on line 7a of the Form 55002015-01-01299
Number of retired or separated participants receiving benefits2015-01-01578
Number of other retired or separated participants entitled to future benefits2015-01-01601
Total of all active and inactive participants2015-01-011,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0142
Total participants2015-01-011,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,573
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of retired or separated participants receiving benefits2014-01-01550
Number of other retired or separated participants entitled to future benefits2014-01-01623
Total of all active and inactive participants2014-01-011,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0141
Total participants2014-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2009: THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,694
Total number of active participants reported on line 7a of the Form 55002009-01-01568
Number of retired or separated participants receiving benefits2009-01-01421
Number of other retired or separated participants entitled to future benefits2009-01-01632
Total of all active and inactive participants2009-01-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0141
Total participants2009-01-011,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on THE JEWISH HOME & HOSPITAL RETIREMENT PLAN

Measure Date Value
2022 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,836,498
Total unrealized appreciation/depreciation of assets2022-12-31$-3,836,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,937,554
Total loss/gain on sale of assets2022-12-31$-3,309,084
Total of all expenses incurred2022-12-31$11,304,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,003,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$648,098
Value of total assets at end of year2022-12-31$72,915,425
Value of total assets at beginning of year2022-12-31$98,157,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,301,094
Total interest from all sources2022-12-31$76,980
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$580,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$457,620
Administrative expenses professional fees incurred2022-12-31$106,169
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$267,449
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$25,112,631
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$31,486,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$28,041
Administrative expenses (other) incurred2022-12-31$851,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,241,818
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,915,425
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,157,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$9,278,913
Assets. partnership/joint venture interests at beginning of year2022-12-31$12,763,259
Investment advisory and management fees2022-12-31$343,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,021,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,970,936
Interest earned on other investments2022-12-31$38,791
Income. Interest from corporate debt instruments2022-12-31$38,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,913,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,664,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,664,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,098,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$648,098
Employer contributions (assets) at end of year2022-12-31$604,649
Income. Dividends from preferred stock2022-12-31$4,637
Income. Dividends from common stock2022-12-31$118,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,003,170
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,593,200
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,969,524
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$10,383,877
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$24,419,562
Aggregate carrying amount (costs) on sale of assets2022-12-31$27,728,646
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,357,820
Total unrealized appreciation/depreciation of assets2021-12-31$4,357,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,941,817
Total loss/gain on sale of assets2021-12-31$1,550,225
Total of all expenses incurred2021-12-31$8,323,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,039,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,002,098
Value of total assets at end of year2021-12-31$98,157,243
Value of total assets at beginning of year2021-12-31$91,538,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,283,973
Total interest from all sources2021-12-31$70,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$479,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$349,975
Administrative expenses professional fees incurred2021-12-31$133,708
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$267,449
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$373,313
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$31,486,055
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$22,807,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$28,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$28,285
Administrative expenses (other) incurred2021-12-31$846,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,618,576
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,157,243
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,538,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$12,763,259
Assets. partnership/joint venture interests at beginning of year2021-12-31$12,792,191
Investment advisory and management fees2021-12-31$304,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,970,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,361,629
Interest earned on other investments2021-12-31$1,200
Income. Interest from corporate debt instruments2021-12-31$68,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,664,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,339,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,339,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,481,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,002,098
Income. Dividends from preferred stock2021-12-31$18,554
Income. Dividends from common stock2021-12-31$110,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,039,268
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,593,200
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,871,059
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$10,383,877
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$9,964,971
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$22,343,589
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,793,364
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,872,567
Total unrealized appreciation/depreciation of assets2020-12-31$6,872,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,550,799
Total loss/gain on sale of assets2020-12-31$-1,082,426
Total of all expenses incurred2020-12-31$8,042,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,870,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,636,325
Value of total assets at end of year2020-12-31$91,538,667
Value of total assets at beginning of year2020-12-31$84,030,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,172,684
Total interest from all sources2020-12-31$136,818
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$496,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$368,012
Administrative expenses professional fees incurred2020-12-31$116,687
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$373,313
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$213,022
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$22,807,369
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$22,084,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$28,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$55,729
Administrative expenses (other) incurred2020-12-31$817,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,507,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$91,538,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,030,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$12,792,191
Assets. partnership/joint venture interests at beginning of year2020-12-31$5,472,449
Investment advisory and management fees2020-12-31$238,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,361,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,206,215
Interest earned on other investments2020-12-31$24,068
Income. Interest from corporate debt instruments2020-12-31$112,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,339,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,352,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,352,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,490,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,636,325
Employer contributions (assets) at beginning of year2020-12-31$3,487,609
Income. Dividends from preferred stock2020-12-31$18,486
Income. Dividends from common stock2020-12-31$110,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,870,245
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,871,059
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,123,831
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$9,964,971
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$9,035,218
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$17,349,250
Aggregate carrying amount (costs) on sale of assets2020-12-31$18,431,676
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,641,308
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,641,308
Total unrealized appreciation/depreciation of assets2019-12-31$3,641,308
Total unrealized appreciation/depreciation of assets2019-12-31$3,641,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,671,694
Total income from all sources (including contributions)2019-12-31$19,671,694
Total loss/gain on sale of assets2019-12-31$848,085
Total loss/gain on sale of assets2019-12-31$848,085
Total of all expenses incurred2019-12-31$8,159,557
Total of all expenses incurred2019-12-31$8,159,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,951,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,951,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,960,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,960,696
Value of total assets at end of year2019-12-31$84,030,797
Value of total assets at end of year2019-12-31$84,030,797
Value of total assets at beginning of year2019-12-31$72,518,660
Value of total assets at beginning of year2019-12-31$72,518,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,208,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,208,267
Total interest from all sources2019-12-31$257,447
Total interest from all sources2019-12-31$257,447
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,010,892
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,010,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$874,769
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$874,769
Administrative expenses professional fees incurred2019-12-31$217,724
Administrative expenses professional fees incurred2019-12-31$217,724
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$213,022
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$213,022
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,084,571
Assets. Other investments not covered elsewhere at end of year2019-12-31$22,084,571
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,296,477
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,296,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$55,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$55,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$47,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$47,601
Administrative expenses (other) incurred2019-12-31$738,046
Administrative expenses (other) incurred2019-12-31$738,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,512,137
Value of net income/loss2019-12-31$11,512,137
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,030,797
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,030,797
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,518,660
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,518,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$5,472,449
Assets. partnership/joint venture interests at end of year2019-12-31$5,472,449
Assets. partnership/joint venture interests at beginning of year2019-12-31$19,656,994
Assets. partnership/joint venture interests at beginning of year2019-12-31$19,656,994
Investment advisory and management fees2019-12-31$252,497
Investment advisory and management fees2019-12-31$252,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,206,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,206,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,956,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,956,312
Interest earned on other investments2019-12-31$74,919
Interest earned on other investments2019-12-31$74,919
Income. Interest from corporate debt instruments2019-12-31$182,528
Income. Interest from corporate debt instruments2019-12-31$182,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,352,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,352,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,332,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,332,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,332,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,332,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,953,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,953,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,960,696
Contributions received in cash from employer2019-12-31$7,960,696
Employer contributions (assets) at end of year2019-12-31$3,487,609
Employer contributions (assets) at end of year2019-12-31$3,487,609
Employer contributions (assets) at beginning of year2019-12-31$3,332,040
Employer contributions (assets) at beginning of year2019-12-31$3,332,040
Income. Dividends from preferred stock2019-12-31$1,051
Income. Dividends from preferred stock2019-12-31$1,051
Income. Dividends from common stock2019-12-31$135,072
Income. Dividends from common stock2019-12-31$135,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,951,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,951,290
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,123,831
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,123,831
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,967,850
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,967,850
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,035,218
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$9,035,218
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,928,798
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,928,798
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$14,940,587
Aggregate proceeds on sale of assets2019-12-31$14,940,587
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,092,502
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,092,502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-113,155
Total unrealized appreciation/depreciation of assets2018-12-31$-113,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,774,432
Total loss/gain on sale of assets2018-12-31$194,484
Total of all expenses incurred2018-12-31$19,089,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,570,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,314,040
Value of total assets at end of year2018-12-31$72,518,660
Value of total assets at beginning of year2018-12-31$85,833,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,518,712
Total interest from all sources2018-12-31$176,337
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$999,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$863,464
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$380,642
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,296,477
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,560,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$47,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$43,721
Other income not declared elsewhere2018-12-31$88,561
Administrative expenses (other) incurred2018-12-31$881,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,314,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,518,660
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,833,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$19,656,994
Assets. partnership/joint venture interests at beginning of year2018-12-31$16,694,467
Investment advisory and management fees2018-12-31$256,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,956,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,594,144
Interest earned on other investments2018-12-31$4,029
Income. Interest from corporate debt instruments2018-12-31$172,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,332,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,789,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,789,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,885,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,314,040
Employer contributions (assets) at end of year2018-12-31$3,332,040
Employer contributions (assets) at beginning of year2018-12-31$573,938
Income. Dividends from common stock2018-12-31$136,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,570,495
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,967,850
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,601,296
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,928,798
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$7,976,217
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$9,251,772
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,057,288
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,174,492
Total unrealized appreciation/depreciation of assets2017-12-31$3,174,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,549,060
Total loss/gain on sale of assets2017-12-31$-86,504
Total of all expenses incurred2017-12-31$7,964,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,608,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,133,938
Value of total assets at end of year2017-12-31$85,833,435
Value of total assets at beginning of year2017-12-31$80,248,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,355,228
Total interest from all sources2017-12-31$345,716
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,120,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$989,753
Assets. Real estate other than employer real property at end of year2017-12-31$161,237
Assets. Real estate other than employer real property at beginning of year2017-12-31$175,367
Administrative expenses professional fees incurred2017-12-31$216,109
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,194,712
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,846,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$43,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$48,123
Other income not declared elsewhere2017-12-31$7,145
Administrative expenses (other) incurred2017-12-31$875,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,584,974
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,833,435
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$80,248,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$18,883,794
Assets. partnership/joint venture interests at beginning of year2017-12-31$20,013,090
Investment advisory and management fees2017-12-31$263,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,594,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,572,381
Interest earned on other investments2017-12-31$214,843
Income. Interest from US Government securities2017-12-31$2,570
Income. Interest from corporate debt instruments2017-12-31$128,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,804,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,905,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,905,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,853,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,133,938
Employer contributions (assets) at end of year2017-12-31$573,938
Employer contributions (assets) at beginning of year2017-12-31$4,458,000
Income. Dividends from common stock2017-12-31$130,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,608,858
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,601,294
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,148,033
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$7,976,216
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$7,081,062
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$14,645,375
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,731,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LOEB & TROPER LLP
Accountancy firm EIN2017-12-31131517563
2016 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-39,248
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$21,361
Total unrealized appreciation/depreciation of assets2016-12-31$-17,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,952,369
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,738,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,428,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,359,328
Value of total assets at end of year2016-12-31$80,101,085
Value of total assets at beginning of year2016-12-31$77,887,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,310,025
Total interest from all sources2016-12-31$2,822
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$970,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$970,083
Assets. Real estate other than employer real property at end of year2016-12-31$175,367
Assets. Real estate other than employer real property at beginning of year2016-12-31$259,823
Administrative expenses professional fees incurred2016-12-31$979,174
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,846,958
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,119,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$48,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,213,606
Value of net assets at end of year (total assets less liabilities)2016-12-31$80,101,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,887,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$20,013,090
Assets. partnership/joint venture interests at beginning of year2016-12-31$21,385,032
Investment advisory and management fees2016-12-31$330,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,572,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,364,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,905,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,224,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,224,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,638,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,359,328
Employer contributions (assets) at end of year2016-12-31$4,310,624
Employer contributions (assets) at beginning of year2016-12-31$1,546,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,428,738
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,148,033
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$7,081,062
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$13,980,195
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOEB & TROPER LLP
Accountancy firm EIN2016-12-31131517563
2015 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-80,082
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,453,878
Total unrealized appreciation/depreciation of assets2015-12-31$-2,533,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,924,750
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,082,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,873,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,478,557
Value of total assets at end of year2015-12-31$77,887,479
Value of total assets at beginning of year2015-12-31$83,044,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,208,659
Total interest from all sources2015-12-31$272,571
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$655,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$434,653
Assets. Real estate other than employer real property at end of year2015-12-31$259,823
Assets. Real estate other than employer real property at beginning of year2015-12-31$466,995
Administrative expenses professional fees incurred2015-12-31$838,027
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,119,042
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,843,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,704
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,157,267
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,887,479
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,044,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$21,385,032
Assets. partnership/joint venture interests at beginning of year2015-12-31$22,993,245
Investment advisory and management fees2015-12-31$370,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,364,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,733,361
Interest earned on other investments2015-12-31$270,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,224,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$950,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$950,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-947,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,478,557
Employer contributions (assets) at end of year2015-12-31$1,546,296
Employer contributions (assets) at beginning of year2015-12-31$1,739,539
Income. Dividends from common stock2015-12-31$220,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,873,358
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$13,980,195
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,307,050
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEB & TROPER LLP
Accountancy firm EIN2015-12-31131517563
2014 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,765,395
Total unrealized appreciation/depreciation of assets2014-12-31$3,765,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,871,926
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,635,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,544,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,436,255
Value of total assets at end of year2014-12-31$83,044,746
Value of total assets at beginning of year2014-12-31$77,808,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,091,012
Total interest from all sources2014-12-31$387,675
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$750,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$544,838
Assets. Real estate other than employer real property at end of year2014-12-31$466,995
Assets. Real estate other than employer real property at beginning of year2014-12-31$648,082
Administrative expenses professional fees incurred2014-12-31$712,933
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$44,576,901
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$43,396,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,662
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,236,566
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,044,746
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,808,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$22,993,245
Assets. partnership/joint venture interests at beginning of year2014-12-31$17,944,200
Investment advisory and management fees2014-12-31$378,079
Interest earned on other investments2014-12-31$382,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$950,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$937,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$937,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,531,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,436,255
Employer contributions (assets) at end of year2014-12-31$1,739,539
Employer contributions (assets) at beginning of year2014-12-31$1,516,184
Income. Dividends from common stock2014-12-31$205,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,544,348
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,307,050
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,353,273
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEB & TROPER LLP
Accountancy firm EIN2014-12-31131517563
2013 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,974,809
Total unrealized appreciation/depreciation of assets2013-12-31$5,974,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,745,493
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,918,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,055,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,663,185
Value of total assets at end of year2013-12-31$77,808,180
Value of total assets at beginning of year2013-12-31$70,981,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$863,038
Total interest from all sources2013-12-31$312,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$844,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$657,312
Assets. Real estate other than employer real property at end of year2013-12-31$648,082
Assets. Real estate other than employer real property at beginning of year2013-12-31$680,123
Administrative expenses professional fees incurred2013-12-31$523,619
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$43,396,927
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$32,291,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,656
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,826,511
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,808,180
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,981,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$17,944,200
Assets. partnership/joint venture interests at beginning of year2013-12-31$17,163,210
Investment advisory and management fees2013-12-31$339,419
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$309,326
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$937,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,992,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,992,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,711
Net investment gain or loss from common/collective trusts2013-12-31$1,951,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,663,185
Employer contributions (assets) at end of year2013-12-31$1,516,184
Employer contributions (assets) at beginning of year2013-12-31$1,018,999
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$186,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,055,944
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,353,273
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$17,831,026
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB & TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,569,771
Total unrealized appreciation/depreciation of assets2012-12-31$4,569,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,888,988
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,459,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,717,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,197,627
Value of total assets at end of year2012-12-31$70,981,669
Value of total assets at beginning of year2012-12-31$66,552,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$741,681
Total interest from all sources2012-12-31$273,192
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$753,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$353,792
Assets. Real estate other than employer real property at end of year2012-12-31$680,123
Assets. Real estate other than employer real property at beginning of year2012-12-31$2,302,711
Administrative expenses professional fees incurred2012-12-31$478,956
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$32,291,168
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,625,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,153
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,429,333
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,981,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,552,336
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
Assets. partnership/joint venture interests at end of year2012-12-31$17,163,210
Assets. partnership/joint venture interests at beginning of year2012-12-31$30,586,632
Investment advisory and management fees2012-12-31$262,725
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$265,906
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,992,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,695,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,695,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,286
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$322,314
Net investment gain or loss from common/collective trusts2012-12-31$1,094,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,197,627
Employer contributions (assets) at end of year2012-12-31$1,018,999
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$399,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,717,974
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,870,013
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$17,831,026
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,140,929
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 name2012-12-31LOEB & TROPER LLP
Accountancy firm EIN2012-12-31131517563
2011 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,589,736
Total unrealized appreciation/depreciation of assets2011-12-31$-5,589,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$128,678
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,235,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,465,695
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,570,824
Value of total assets at end of year2011-12-31$66,552,336
Value of total assets at beginning of year2011-12-31$71,659,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$769,686
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$290,356
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$215,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,138
Assets. Real estate other than employer real property at end of year2011-12-31$2,302,711
Assets. Real estate other than employer real property at beginning of year2011-12-31$310,120
Administrative expenses professional fees incurred2011-12-31$430,346
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,625,662
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,053,631
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$45,056
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-5,106,703
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,552,336
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$71,659,039
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
Assets. partnership/joint venture interests at end of year2011-12-31$30,586,632
Assets. partnership/joint venture interests at beginning of year2011-12-31$25,775,475
Investment advisory and management fees2011-12-31$339,340
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$210,607
Income. Interest from US Government securities2011-12-31$17,672
Income. Interest from corporate debt instruments2011-12-31$60,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,695,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,305,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,305,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,110
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$322,314
Asset value of US Government securities at beginning of year2011-12-31$3,355,459
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$1,642,170
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,570,824
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$150,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,465,695
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,870,013
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,617,493
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,140,929
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$21,195,875
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : THE JEWISH HOME & HOSPITAL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$451,583
Total unrealized appreciation/depreciation of assets2010-12-31$451,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$52,476
Total income from all sources (including contributions)2010-12-31$7,828,202
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,823,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,081,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,340,188
Value of total assets at end of year2010-12-31$71,659,039
Value of total assets at beginning of year2010-12-31$68,707,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$742,711
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$647,949
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$274,408
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$35,234
Assets. Real estate other than employer real property at end of year2010-12-31$310,120
Assets. Real estate other than employer real property at beginning of year2010-12-31$179,571
Administrative expenses professional fees incurred2010-12-31$368,412
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,053,631
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$22,928,274
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$45,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$82,906
Other income not declared elsewhere2010-12-31$15,854
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$52,476
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$3,004,371
Value of net assets at end of year (total assets less liabilities)2010-12-31$71,659,039
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,654,668
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
Assets. partnership/joint venture interests at end of year2010-12-31$25,775,475
Assets. partnership/joint venture interests at beginning of year2010-12-31$23,873,902
Investment advisory and management fees2010-12-31$374,299
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$477,572
Income. Interest from US Government securities2010-12-31$81,022
Income. Interest from corporate debt instruments2010-12-31$83,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,305,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,808,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,808,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,096
Asset value of US Government securities at end of year2010-12-31$3,355,459
Asset value of US Government securities at beginning of year2010-12-31$2,561,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$301,027
Net investment gain or loss from common/collective trusts2010-12-31$4,797,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,340,188
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$239,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,081,120
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,617,493
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,502,425
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$21,195,875
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,770,281
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563

Form 5500 Responses for THE JEWISH HOME & HOSPITAL RETIREMENT PLAN

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

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