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EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

COLUMBIA MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA MEMORIAL HOSPITAL
Employer identification number (EIN):141338373
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NICOLE MELINO
0012023-01-01
0012023-01-01NICOLE MELINO
0012022-01-01
0012022-01-01KELLY SWEENEY
0012021-01-01
0012021-01-01KELLY SWEENEY
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KELLY SWEENEY BRYAN T MAHONEY2018-10-16
0012016-01-01KELLY SWEENEY COLUMBIA MEMORIAL HOSPITAL2017-10-13
0012015-01-01KELLY SWEENEY BRYAN MAHONEY2016-10-14
0012014-01-01KELLY SWEENEY VINCENT DINGMAN, III2015-10-14
0012013-01-01KELLY SWEENEY VINCENT DINGMAN, III2014-10-14
0012012-01-01KELLY SWEENEY
0012011-01-01KELLY SWEENEY VINCENT DINGMAN, III2012-10-11
0012010-01-01KELLY SWEENEY VINCENT DINGMAN, III2011-10-14
0012009-01-01KELLY SWEENEY
0012009-01-01KELLY SWEENEY

Financial Data on EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL

Measure Date Value
2023 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,140,827
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,084,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,019,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$13,792,195
Value of total assets at beginning of year2023-12-31$12,735,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$64,703
Total interest from all sources2023-12-31$12,525
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$142,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$142,607
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$3,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$968
Other income not declared elsewhere2023-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,056,517
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,792,195
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,735,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$9,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,013,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,949,145
Value of interest in common/collective trusts at end of year2023-12-31$6,585,337
Value of interest in common/collective trusts at beginning of year2023-12-31$4,493,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$189,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$292,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$292,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$12,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,465,180
Net investment gain or loss from common/collective trusts2023-12-31$520,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,019,607
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$3,289,092
Aggregate carrying amount (costs) on sale of assets2023-12-31$3,289,092
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31UHY, LLP
Accountancy firm EIN2023-12-31200694403
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,140,827
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,084,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,019,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$13,792,195
Value of total assets at beginning of year2023-01-01$12,735,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$64,703
Total interest from all sources2023-01-01$12,525
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$142,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$142,607
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$3,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$968
Other income not declared elsewhere2023-01-01$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,056,517
Value of net assets at end of year (total assets less liabilities)2023-01-01$13,792,195
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$12,735,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$9,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,013,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,949,145
Value of interest in common/collective trusts at end of year2023-01-01$6,585,337
Value of interest in common/collective trusts at beginning of year2023-01-01$4,493,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$189,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$12,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,465,180
Net investment gain or loss from common/collective trusts2023-01-01$520,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,019,607
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$3,289,092
Aggregate carrying amount (costs) on sale of assets2023-01-01$3,289,092
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01UHY, LLP
Accountancy firm EIN2023-01-01200694403
2022 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-3,800,706
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,121,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,048,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$12,735,678
Value of total assets at beginning of year2022-12-31$17,657,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,836
Total interest from all sources2022-12-31$5,811
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$207,801
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$207,801
Administrative expenses professional fees incurred2022-12-31$64,167
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$855
Other income not declared elsewhere2022-12-31$1,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,921,887
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,735,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,657,565
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
Investment advisory and management fees2022-12-31$8,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,949,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,897,582
Value of interest in common/collective trusts at end of year2022-12-31$4,493,281
Value of interest in common/collective trusts at beginning of year2022-12-31$5,491,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,811
Asset value of US Government securities at end of year2022-12-31$292,284
Asset value of US Government securities at beginning of year2022-12-31$268,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,282,651
Net investment gain or loss from common/collective trusts2022-12-31$-1,732,807
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,048,345
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$1,848,503
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,848,503
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31UHY, LLP
Accountancy firm EIN2022-12-31200694403
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-3,800,706
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,121,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,048,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$12,735,678
Value of total assets at beginning of year2022-01-01$17,657,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$72,836
Total interest from all sources2022-01-01$5,811
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$207,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$207,801
Administrative expenses professional fees incurred2022-01-01$64,167
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$855
Other income not declared elsewhere2022-01-01$1,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,921,887
Value of net assets at end of year (total assets less liabilities)2022-01-01$12,735,678
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$17,657,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$8,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,949,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$11,897,582
Value of interest in common/collective trusts at end of year2022-01-01$4,493,281
Value of interest in common/collective trusts at beginning of year2022-01-01$5,491,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$5,811
Asset value of US Government securities at end of year2022-01-01$292,284
Asset value of US Government securities at beginning of year2022-01-01$268,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,282,651
Net investment gain or loss from common/collective trusts2022-01-01$-1,732,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,048,345
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$1,848,503
Aggregate carrying amount (costs) on sale of assets2022-01-01$1,848,503
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01UHY, LLP
Accountancy firm EIN2022-01-01200694403
2021 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,194,159
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,092,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,017,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$17,657,565
Value of total assets at beginning of year2021-12-31$16,555,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,511
Total interest from all sources2021-12-31$205
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$460,464
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$460,464
Administrative expenses professional fees incurred2021-12-31$69,711
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$483,307
Other income not declared elsewhere2021-12-31$83
Total non interest bearing cash at beginning of year2021-12-31$-285,000
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$1,101,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,657,565
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,555,893
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
Investment advisory and management fees2021-12-31$4,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,897,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,128,780
Value of interest in common/collective trusts at end of year2021-12-31$5,491,088
Value of interest in common/collective trusts at beginning of year2021-12-31$2,960,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$205
Asset value of US Government securities at end of year2021-12-31$268,040
Asset value of US Government securities at beginning of year2021-12-31$268,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,727,839
Net investment gain or loss from common/collective trusts2021-12-31$5,568
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,017,976
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$3,816,286
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,816,286
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY, LLP
Accountancy firm EIN2021-12-31200694403
2020 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$2,362,638
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,120,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,058,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$93,945
Value of total assets at end of year2020-12-31$16,555,893
Value of total assets at beginning of year2020-12-31$15,313,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,913
Total interest from all sources2020-12-31$2,340
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$445,765
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$445,765
Administrative expenses professional fees incurred2020-12-31$61,913
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$483,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$435
Other income not declared elsewhere2020-12-31$523
Total non interest bearing cash at end of year2020-12-31$-285,000
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$1,242,605
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,555,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,313,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,128,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,881,717
Value of interest in common/collective trusts at end of year2020-12-31$2,960,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,340
Asset value of US Government securities at end of year2020-12-31$268,286
Asset value of US Government securities at beginning of year2020-12-31$321,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,789,545
Net investment gain or loss from common/collective trusts2020-12-31$30,520
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$93,945
Employer contributions (assets) at beginning of year2020-12-31$109,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,058,120
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$4,440,153
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,440,153
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31UHY, LLP
Accountancy firm EIN2020-12-31200694403
2019 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$2,708,774
Total income from all sources (including contributions)2019-12-31$2,708,774
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,096,505
Total of all expenses incurred2019-12-31$1,096,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,035,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,035,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$140,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$140,298
Value of total assets at end of year2019-12-31$15,313,288
Value of total assets at end of year2019-12-31$15,313,288
Value of total assets at beginning of year2019-12-31$13,701,019
Value of total assets at beginning of year2019-12-31$13,701,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,905
Total interest from all sources2019-12-31$5,856
Total interest from all sources2019-12-31$5,856
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$557,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$557,999
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$557,999
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$557,999
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$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$435
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$601
Other income not declared elsewhere2019-12-31$661
Other income not declared elsewhere2019-12-31$661
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$1,612,269
Value of net income/loss2019-12-31$1,612,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,313,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,313,288
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,701,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,701,019
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
Investment advisory and management fees2019-12-31$60,905
Investment advisory and management fees2019-12-31$60,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,881,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,881,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,337,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,337,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,856
Asset value of US Government securities at end of year2019-12-31$321,645
Asset value of US Government securities at end of year2019-12-31$321,645
Asset value of US Government securities at beginning of year2019-12-31$318,874
Asset value of US Government securities at beginning of year2019-12-31$318,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,003,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,003,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$140,298
Contributions received in cash from employer2019-12-31$140,298
Employer contributions (assets) at end of year2019-12-31$109,491
Employer contributions (assets) at end of year2019-12-31$109,491
Employer contributions (assets) at beginning of year2019-12-31$44,468
Employer contributions (assets) at beginning of year2019-12-31$44,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,035,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,035,600
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$1,127,991
Aggregate proceeds on sale of assets2019-12-31$1,127,991
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,127,991
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,127,991
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 name2019-12-31UHY, LLP
Accountancy firm name2019-12-31UHY, LLP
Accountancy firm EIN2019-12-31200694403
2018 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-685,743
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,096,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,032,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$44,468
Value of total assets at end of year2018-12-31$13,701,019
Value of total assets at beginning of year2018-12-31$15,483,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,160
Total interest from all sources2018-12-31$4,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$578,061
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$578,061
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$374
Other income not declared elsewhere2018-12-31$3,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,782,247
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,701,019
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,483,266
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
Investment advisory and management fees2018-12-31$64,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,337,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,118,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,708
Asset value of US Government securities at end of year2018-12-31$318,874
Asset value of US Government securities at beginning of year2018-12-31$364,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,316,576
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$44,468
Employer contributions (assets) at end of year2018-12-31$44,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,032,344
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$1,172,089
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,172,089
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 name2018-12-31PATTISON, KOSEY, HOEW & BUCCI, PC
Accountancy firm EIN2018-12-31141746505
2017 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,986,366
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,082,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,019,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$15,483,266
Value of total assets at beginning of year2017-12-31$14,579,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,348
Total interest from all sources2017-12-31$2,661
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$487,343
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$487,343
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$150
Other income not declared elsewhere2017-12-31$2,183
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$71
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$904,023
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,483,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,579,243
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
Investment advisory and management fees2017-12-31$62,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,118,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,865,926
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$452,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,661
Asset value of US Government securities at end of year2017-12-31$364,851
Asset value of US Government securities at beginning of year2017-12-31$260,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,500,888
Net investment gain or loss from common/collective trusts2017-12-31$-6,709
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,019,995
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$1,413,856
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,413,856
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 name2017-12-31PATTISON, KOSEY, HOEW & BUCCI, PC
Accountancy firm EIN2017-12-31141746505
2016 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,072,776
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,031,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$971,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$14,579,243
Value of total assets at beginning of year2016-12-31$14,538,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,590
Total interest from all sources2016-12-31$1,382
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$351,887
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$351,887
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$71
Other income not declared elsewhere2016-12-31$1,018
Total non interest bearing cash at end of year2016-12-31$71
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$41,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,579,243
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,538,147
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
Investment advisory and management fees2016-12-31$60,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,865,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,656,575
Value of interest in common/collective trusts at end of year2016-12-31$452,506
Value of interest in common/collective trusts at beginning of year2016-12-31$549,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$260,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$331,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$331,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$602,995
Net investment gain or loss from common/collective trusts2016-12-31$115,494
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$971,090
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 name2016-12-31PATTISON, KOSEY, HOWE & BUCCI, PC
Accountancy firm EIN2016-12-31141746505
2015 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$171,342
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,021,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$956,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$231,350
Value of total assets at end of year2015-12-31$14,538,147
Value of total assets at beginning of year2015-12-31$15,387,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64,290
Total interest from all sources2015-12-31$536
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$435,432
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$435,432
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44
Other income not declared elsewhere2015-12-31$3,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-849,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,538,147
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,387,813
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
Investment advisory and management fees2015-12-31$64,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,656,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,225,942
Value of interest in common/collective trusts at end of year2015-12-31$549,645
Value of interest in common/collective trusts at beginning of year2015-12-31$840,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$331,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$321,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$321,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-517,052
Net investment gain or loss from common/collective trusts2015-12-31$17,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$231,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$956,718
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 name2015-12-31PATTISON, KOSEY, HOWE & BUCCI, PC
Accountancy firm EIN2015-12-31141746505
2014 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$3,316
Total income from all sources (including contributions)2014-12-31$1,329,468
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$967,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$904,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$324,443
Value of total assets at end of year2014-12-31$15,387,813
Value of total assets at beginning of year2014-12-31$15,029,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,936
Total interest from all sources2014-12-31$526
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$578,466
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$578,466
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,274
Other income not declared elsewhere2014-12-31$4,134
Liabilities. Value of operating payables at beginning of year2014-12-31$3,316
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$361,642
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,387,813
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,026,171
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
Investment advisory and management fees2014-12-31$62,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,225,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,766,672
Interest earned on other investments2014-12-31$84
Value of interest in common/collective trusts at end of year2014-12-31$840,182
Value of interest in common/collective trusts at beginning of year2014-12-31$1,133,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$321,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$362,691
Net investment gain or loss from common/collective trusts2014-12-31$59,208
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$324,443
Employer contributions (assets) at beginning of year2014-12-31$122,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$904,890
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 name2014-12-31PATTISON, KOSEY, HOWE & BUCCI, PC
Accountancy firm EIN2014-12-31141746505
2013 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,273
Total income from all sources (including contributions)2013-12-31$2,668,045
Total of all expenses incurred2013-12-31$986,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$928,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$306,997
Value of total assets at end of year2013-12-31$15,029,487
Value of total assets at beginning of year2013-12-31$13,353,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,328
Other income not declared elsewhere2013-12-31$2,689
Liabilities. Value of operating payables at end of year2013-12-31$3,316
Liabilities. Value of operating payables at beginning of year2013-12-31$8,273
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$1,681,289
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,026,171
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,344,882
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
Investment advisory and management fees2013-12-31$58,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,766,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,385,792
Value of interest in common/collective trusts at end of year2013-12-31$1,133,897
Value of interest in common/collective trusts at beginning of year2013-12-31$5,959,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,014,248
Net investment gain or loss from common/collective trusts2013-12-31$344,111
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$306,997
Employer contributions (assets) at end of year2013-12-31$122,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$928,289
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 name2013-12-31PATTISON, KOSEY, HOWE & BUCCI, PC
Accountancy firm EIN2013-12-31141746505
2012 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,807,838
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$141,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,898,155
Value of total assets at end of year2012-12-31$8,447,369
Value of total assets at beginning of year2012-12-31$5,781,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,111
Total interest from all sources2012-12-31$855
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$173,439
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$173,439
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,475,679
Participant contributions at end of year2012-12-31$58,268
Participant contributions at beginning of year2012-12-31$14,624
Participant contributions at end of year2012-12-31$61,278
Participant contributions at beginning of year2012-12-31$55,398
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$323,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$5,391
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash 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$2,666,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,447,369
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,781,274
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$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$54,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,581,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,114,285
Value of interest in pooled separate accounts at end of year2012-12-31$744,461
Value of interest in pooled separate accounts at beginning of year2012-12-31$595,447
Interest on participant loans2012-12-31$855
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
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$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$717,007
Net investment gain/loss from pooled separate accounts2012-12-31$18,382
Net investment gain or loss from common/collective trusts2012-12-31$353,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$99,343
Employer contributions (assets) at end of year2012-12-31$1,641
Employer contributions (assets) at beginning of year2012-12-31$1,520
Income. Dividends from common stock2012-12-31$46,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,632
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
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$0
Contract administrator fees2012-12-31$5,111
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$5,506,489
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,595,549
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PATTISON, KOSKEY, HOWE & BUCCI, P.C
Accountancy firm EIN2012-12-31141746505
2011 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-211,261
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,363,735
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$99,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$95,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,496,706
Value of total assets at end of year2011-12-31$5,781,274
Value of total assets at beginning of year2011-12-31$4,516,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,885
Total interest from all sources2011-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$24,150
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,197,444
Participant contributions at end of year2011-12-31$14,624
Participant contributions at beginning of year2011-12-31$6,714
Participant contributions at end of year2011-12-31$55,398
Participant contributions at beginning of year2011-12-31$50,593
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$220,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$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
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,264,446
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,781,274
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,516,828
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$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$55,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,114,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,145,625
Value of interest in pooled separate accounts at end of year2011-12-31$595,447
Value of interest in pooled separate accounts at beginning of year2011-12-31$310,802
Interest on participant loans2011-12-31$389
Interest earned on other investments2011-12-31$12,123
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,078
Net investment gain/loss from pooled separate accounts2011-12-31$11,718
Net investment gain or loss from common/collective trusts2011-12-31$198,495
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$79,249
Employer contributions (assets) at end of year2011-12-31$1,520
Employer contributions (assets) at beginning of year2011-12-31$3,094
Income. Dividends from common stock2011-12-31$93,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$95,404
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$3,885
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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$7,701,341
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,099,210
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$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 name2011-12-31PATTISON, KOSKEY, HOWE & BUCCI, P.C
Accountancy firm EIN2011-12-31141746505
2010 : EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$582,681
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$0
Total income from all sources (including contributions)2010-12-31$1,770,600
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,148,967
Value of total assets at end of year2010-12-31$4,516,828
Value of total assets at beginning of year2010-12-31$2,791,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,237
Total interest from all sources2010-12-31$85
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$53,938
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,007,899
Participant contributions at end of year2010-12-31$6,714
Participant contributions at beginning of year2010-12-31$1,000
Participant contributions at end of year2010-12-31$50,593
Participant contributions at beginning of year2010-12-31$31,337
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$11,288
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,725,021
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,516,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,791,807
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$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$52,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,145,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,538,366
Value of interest in pooled separate accounts at end of year2010-12-31$310,802
Value of interest in pooled separate accounts at beginning of year2010-12-31$215,381
Interest on participant loans2010-12-31$85
Interest earned on other investments2010-12-31$1,872
Income. Interest from US Government securities2010-12-31$64,284
Income. Interest from corporate debt instruments2010-12-31$49,454
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$612,948
Net investment gain/loss from pooled separate accounts2010-12-31$8,600
Net investment gain or loss from common/collective trusts2010-12-31$235,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$73,741
Employer contributions (assets) at end of year2010-12-31$3,094
Employer contributions (assets) at beginning of year2010-12-31$5,723
Income. Dividends from common stock2010-12-31$120,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,342
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$3,237
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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$24,712,717
Aggregate carrying amount (costs) on sale of assets2010-12-31$24,349,217
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$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 name2010-12-31PATTISON, KOSKEY, HOWE & BUCCI, P.C
Accountancy firm EIN2010-12-31141746505

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL

2023: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 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: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF COLUMBIA MEMORIAL HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25554
Policy instance 1

Potentially related plans

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