?>
Plan Name | ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ST. LUKES CORNWALL HOSPITAL |
Employer identification number (EIN): | 141340054 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about ST. LUKES CORNWALL HOSPITAL
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1923-11-24 |
Company Identification Number: | 18788 |
Legal Registered Office Address: |
70 DUBOIS STREET Orange NEWBURGH United States of America (USA) 12550 |
More information about ST. LUKES CORNWALL HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | THOMAS GIBNEY | |||
003 | 2016-01-01 | THOMAS GIBNEY | |||
003 | 2015-01-01 | THOMAS GIBNEY | |||
003 | 2014-01-01 | THOMAS GIBNEY | |||
003 | 2013-01-01 | THOMAS GIBNEY | |||
003 | 2012-01-01 | MARY ELIZABETH DUFFY | MARY ELIZABETH DUFFY | 2013-10-15 | |
003 | 2011-01-01 | MARY ELIZABETH DUFFY | |||
003 | 2010-01-01 | MARY ELIZABETH DUFFY | |||
003 | 2009-01-01 | DEBORAH TURNER |
Measure | Date | Value |
---|---|---|
2022: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 61,885,993 |
Acturial value of plan assets | 2022-12-31 | 58,263,661 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 41,564,364 |
Number of terminated vested participants | 2022-12-31 | 222 |
Fundng target for terminated vested participants | 2022-12-31 | 8,293,107 |
Active participant vested funding target | 2022-12-31 | 6,358,387 |
Number of active participants | 2022-12-31 | 85 |
Total funding liabilities for active participants | 2022-12-31 | 6,370,439 |
Total participant count | 2022-12-31 | 1,008 |
Total funding target for all participants | 2022-12-31 | 56,227,910 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 810,281 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 362,033 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 448,248 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 497,331 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 600,000 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,004 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 667 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 196 |
Total of all active and inactive participants | 2022-01-01 | 931 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 49 |
Total participants | 2022-01-01 | 980 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 60,419,242 |
Acturial value of plan assets | 2021-12-31 | 55,980,556 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 39,959,483 |
Number of terminated vested participants | 2021-12-31 | 235 |
Fundng target for terminated vested participants | 2021-12-31 | 8,566,964 |
Active participant vested funding target | 2021-12-31 | 8,245,140 |
Number of active participants | 2021-12-31 | 109 |
Total funding liabilities for active participants | 2021-12-31 | 8,260,117 |
Total participant count | 2021-12-31 | 1,043 |
Total funding target for all participants | 2021-12-31 | 56,786,564 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 767,021 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 810,281 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 810,281 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 810,281 |
Total employer contributions | 2021-12-31 | 405,749 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 400,016 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 1,616,289 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 762,049 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 362,033 |
Additional cash requirement | 2021-12-31 | 400,016 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 400,016 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,038 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 652 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 217 |
Total of all active and inactive participants | 2021-01-01 | 954 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 50 |
Total participants | 2021-01-01 | 1,004 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 57,023,159 |
Acturial value of plan assets | 2020-12-31 | 54,715,635 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 40,004,468 |
Number of terminated vested participants | 2020-12-31 | 244 |
Fundng target for terminated vested participants | 2020-12-31 | 8,316,600 |
Active participant vested funding target | 2020-12-31 | 9,068,825 |
Number of active participants | 2020-12-31 | 125 |
Total funding liabilities for active participants | 2020-12-31 | 9,086,182 |
Total participant count | 2020-12-31 | 1,058 |
Total funding target for all participants | 2020-12-31 | 57,407,250 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,765 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,861 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 1,676,789 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,619,728 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 2,691,615 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 852,707 |
Additional cash requirement | 2020-12-31 | 852,707 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,619,728 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,053 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 654 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 229 |
Total of all active and inactive participants | 2020-01-01 | 992 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 46 |
Total participants | 2020-01-01 | 1,038 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 51,149,461 |
Acturial value of plan assets | 2019-12-31 | 53,281,340 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 40,839,673 |
Number of terminated vested participants | 2019-12-31 | 264 |
Fundng target for terminated vested participants | 2019-12-31 | 9,316,230 |
Active participant vested funding target | 2019-12-31 | 9,564,942 |
Number of active participants | 2019-12-31 | 132 |
Total funding liabilities for active participants | 2019-12-31 | 9,585,890 |
Total participant count | 2019-12-31 | 1,089 |
Total funding target for all participants | 2019-12-31 | 59,741,793 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 133 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 140 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,869,440 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,772,695 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 6,460,453 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,770,930 |
Additional cash requirement | 2019-12-31 | 1,770,930 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,772,695 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,085 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 646 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 238 |
Total of all active and inactive participants | 2019-01-01 | 1,009 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 44 |
Total participants | 2019-01-01 | 1,053 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 56,342,154 |
Acturial value of plan assets | 2018-12-31 | 53,843,190 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 38,068,278 |
Number of terminated vested participants | 2018-12-31 | 289 |
Fundng target for terminated vested participants | 2018-12-31 | 9,919,206 |
Active participant vested funding target | 2018-12-31 | 9,386,438 |
Number of active participants | 2018-12-31 | 147 |
Total funding liabilities for active participants | 2018-12-31 | 9,415,832 |
Total participant count | 2018-12-31 | 1,112 |
Total funding target for all participants | 2018-12-31 | 57,403,316 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,280,520 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,225,572 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 3,560,126 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,225,439 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 1,225,439 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,225,572 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 646 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 259 |
Total of all active and inactive participants | 2018-01-01 | 1,037 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 48 |
Total participants | 2018-01-01 | 1,085 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 52,970,827 |
Acturial value of plan assets | 2017-12-31 | 54,435,056 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 36,546,532 |
Number of terminated vested participants | 2017-12-31 | 325 |
Fundng target for terminated vested participants | 2017-12-31 | 9,710,085 |
Active participant vested funding target | 2017-12-31 | 10,381,382 |
Number of active participants | 2017-12-31 | 175 |
Total funding liabilities for active participants | 2017-12-31 | 10,456,955 |
Total participant count | 2017-12-31 | 1,164 |
Total funding target for all participants | 2017-12-31 | 56,713,572 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,072,571 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 974,159 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 2,278,516 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 974,159 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 974,159 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 974,159 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,161 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 631 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 283 |
Total of all active and inactive participants | 2017-01-01 | 1,061 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 47 |
Total participants | 2017-01-01 | 1,108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 54,316,811 |
Acturial value of plan assets | 2016-12-31 | 56,587,145 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 33,960,357 |
Number of terminated vested participants | 2016-12-31 | 362 |
Fundng target for terminated vested participants | 2016-12-31 | 10,875,750 |
Active participant vested funding target | 2016-12-31 | 10,859,940 |
Number of active participants | 2016-12-31 | 193 |
Total funding liabilities for active participants | 2016-12-31 | 10,969,858 |
Total participant count | 2016-12-31 | 1,194 |
Total funding target for all participants | 2016-12-31 | 55,805,965 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 450,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,192 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 618 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 319 |
Total of all active and inactive participants | 2016-01-01 | 1,112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 49 |
Total participants | 2016-01-01 | 1,161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,214 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 597 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 355 |
Total of all active and inactive participants | 2015-01-01 | 1,145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 47 |
Total participants | 2015-01-01 | 1,192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,238 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 206 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 594 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 368 |
Total of all active and inactive participants | 2014-01-01 | 1,168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 46 |
Total participants | 2014-01-01 | 1,214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,257 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 229 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 574 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 389 |
Total of all active and inactive participants | 2013-01-01 | 1,192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 46 |
Total participants | 2013-01-01 | 1,238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,268 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 559 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 399 |
Total of all active and inactive participants | 2012-01-01 | 1,214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 43 |
Total participants | 2012-01-01 | 1,257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,291 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 552 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 396 |
Total of all active and inactive participants | 2011-01-01 | 1,228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 40 |
Total participants | 2011-01-01 | 1,268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,307 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 528 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 431 |
Total of all active and inactive participants | 2010-01-01 | 1,259 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 32 |
Total participants | 2010-01-01 | 1,291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,324 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 329 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 504 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 446 |
Total of all active and inactive participants | 2009-01-01 | 1,279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 28 |
Total participants | 2009-01-01 | 1,307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-9,367,257 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,088,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,284,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $47,430,560 |
Value of total assets at beginning of year | 2022-12-31 | $61,885,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $804,005 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $31,215 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $19 |
Other income not declared elsewhere | 2022-12-31 | $-9,367,257 |
Administrative expenses (other) incurred | 2022-12-31 | $564,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-14,455,433 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $47,430,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $61,885,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $239,805 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,388,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $52,511,892 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $825,977 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,846,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,846,197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,284,171 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $4,185,280 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $7,527,885 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RBT CPAS, LLP |
Accountancy firm EIN | 2022-12-31 | 141604297 |
2021 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $6,772,392 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,305,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,337,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $405,749 |
Value of total assets at end of year | 2021-12-31 | $61,885,993 |
Value of total assets at beginning of year | 2021-12-31 | $60,419,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $968,341 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $19 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $15 |
Other income not declared elsewhere | 2021-12-31 | $6,366,643 |
Administrative expenses (other) incurred | 2021-12-31 | $693,384 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,466,751 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $61,885,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $60,419,242 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $274,957 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $52,511,892 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $52,395,080 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,846,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,174,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,174,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $405,749 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $348,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,337,300 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $7,527,885 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $6,501,005 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RBT CPAS, LLP |
Accountancy firm EIN | 2021-12-31 | 141604297 |
2020 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $8,204,743 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,808,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,936,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,676,789 |
Value of total assets at end of year | 2020-12-31 | $60,419,242 |
Value of total assets at beginning of year | 2020-12-31 | $57,023,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $872,256 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $15 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $797 |
Other income not declared elsewhere | 2020-12-31 | $6,527,954 |
Administrative expenses (other) incurred | 2020-12-31 | $678,132 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,396,083 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $60,419,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $57,023,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $194,124 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $52,395,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,307,352 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,174,552 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,210,298 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,210,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,676,789 |
Employer contributions (assets) at end of year | 2020-12-31 | $348,590 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $950,360 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,936,404 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $6,501,005 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $6,554,352 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm EIN | 2020-12-31 | 141604397 |
2019 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 income from all sources (including contributions) | 2019-12-31 | $10,697,869 |
Total income from all sources (including contributions) | 2019-12-31 | $10,697,869 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,824,171 |
Total of all expenses incurred | 2019-12-31 | $4,824,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,891,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,891,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,869,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,869,440 |
Value of total assets at end of year | 2019-12-31 | $57,023,159 |
Value of total assets at end of year | 2019-12-31 | $57,023,159 |
Value of total assets at beginning of year | 2019-12-31 | $51,149,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $932,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $932,412 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $797 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $797 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,062 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,062 |
Other income not declared elsewhere | 2019-12-31 | $8,828,429 |
Other income not declared elsewhere | 2019-12-31 | $8,828,429 |
Administrative expenses (other) incurred | 2019-12-31 | $673,785 |
Administrative expenses (other) incurred | 2019-12-31 | $673,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,873,698 |
Value of net income/loss | 2019-12-31 | $5,873,698 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $57,023,159 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $57,023,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,149,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,149,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $258,627 |
Investment advisory and management fees | 2019-12-31 | $258,627 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,307,352 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,307,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $45,631,231 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,210,298 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,210,298 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,162,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,162,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,162,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,162,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,869,440 |
Contributions received in cash from employer | 2019-12-31 | $1,869,440 |
Employer contributions (assets) at end of year | 2019-12-31 | $950,360 |
Employer contributions (assets) at end of year | 2019-12-31 | $950,360 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $545,980 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $545,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,891,759 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $6,554,352 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $6,554,352 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $3,808,317 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm name | 2019-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm EIN | 2019-12-31 | 141604397 |
Accountancy firm EIN | 2019-12-31 | 141604397 |
2018 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $278,002 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,398,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,822,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,353,091 |
Value of total assets at end of year | 2018-12-31 | $51,149,461 |
Value of total assets at beginning of year | 2018-12-31 | $55,269,583 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $575,157 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,062 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $982 |
Other income not declared elsewhere | 2018-12-31 | $-2,075,089 |
Administrative expenses (other) incurred | 2018-12-31 | $587,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,120,122 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $51,149,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $55,269,583 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $-12,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $45,631,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $46,526,172 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,162,871 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,842,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,842,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,353,091 |
Employer contributions (assets) at end of year | 2018-12-31 | $545,980 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,822,967 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $3,808,317 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $6,899,541 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm EIN | 2018-12-31 | 141604397 |
2017 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $7,903,133 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,531,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,790,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,072,571 |
Value of total assets at end of year | 2017-12-31 | $56,342,154 |
Value of total assets at beginning of year | 2017-12-31 | $52,970,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $741,801 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $71,057 |
Other income not declared elsewhere | 2017-12-31 | $6,830,562 |
Administrative expenses (other) incurred | 2017-12-31 | $635,881 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,371,327 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $56,342,154 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $52,970,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $105,920 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $46,526,172 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $45,622,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,842,888 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,165,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,165,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,072,571 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,072,571 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,790,005 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $6,899,541 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $4,112,033 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm EIN | 2017-12-31 | 141604397 |
2016 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $2,811,878 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,157,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,547,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $52,970,827 |
Value of total assets at beginning of year | 2016-12-31 | $54,316,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $610,036 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $71,057 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $57,747 |
Other income not declared elsewhere | 2016-12-31 | $2,811,878 |
Administrative expenses (other) incurred | 2016-12-31 | $515,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,345,984 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $52,970,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $54,316,811 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $94,888 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $45,622,329 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $47,669,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,165,408 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,231,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,231,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | Yes |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,547,826 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $4,112,033 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $3,357,909 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | VANACORE, DEBENEDICTUS, DIGIOVANNI |
Accountancy firm EIN | 2016-12-31 | 141604397 |
2015 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $164,839 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,869,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,462,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $54,316,811 |
Value of total assets at beginning of year | 2015-12-31 | $58,021,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $406,922 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $57,747 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $48,614 |
Other income not declared elsewhere | 2015-12-31 | $164,839 |
Administrative expenses (other) incurred | 2015-12-31 | $332,265 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,704,400 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $54,316,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $58,021,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $74,657 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $47,669,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $50,427,467 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,231,215 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,518,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,518,973 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,462,317 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $3,357,909 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $3,026,157 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2015-12-31 | 141604397 |
2014 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,009,593 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,598,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,249,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $58,021,211 |
Value of total assets at beginning of year | 2014-12-31 | $57,610,493 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $349,542 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $48,614 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $61,085 |
Other income not declared elsewhere | 2014-12-31 | $4,009,593 |
Administrative expenses (other) incurred | 2014-12-31 | $259,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $410,718 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $58,021,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $57,610,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $90,369 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $50,427,467 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $48,249,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,518,973 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,595,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,595,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,628,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,249,333 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $3,026,157 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $3,075,578 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2014-12-31 | 141604297 |
2013 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,442,421 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,395,148 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,116,229 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,098,931 |
Value of total assets at end of year | 2013-12-31 | $57,610,493 |
Value of total assets at beginning of year | 2013-12-31 | $49,563,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $278,919 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $38,810 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $61,085 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $83,306 |
Administrative expenses (other) incurred | 2013-12-31 | $176,034 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,047,273 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $57,610,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $49,563,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $64,075 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $48,249,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $42,772,475 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,595,427 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,677,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,677,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $8,343,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,098,931 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,628,931 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,116,229 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $3,075,578 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $3,029,615 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2013-12-31 | 141604297 |
2012 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $7,093,326 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,157,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,882,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,061,319 |
Value of total assets at end of year | 2012-12-31 | $49,563,220 |
Value of total assets at beginning of year | 2012-12-31 | $45,627,182 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $274,792 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $47,099 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $83,306 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $73,990 |
Administrative expenses (other) incurred | 2012-12-31 | $157,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,936,038 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $49,563,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,627,182 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $69,751 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $42,772,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $38,444,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,677,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,432,894 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,432,894 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,032,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,061,319 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $703,681 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,882,496 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $3,029,615 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $2,971,958 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2012-12-31 | 141604297 |
2011 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $3,344,139 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,178,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,814,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,058,387 |
Value of total assets at end of year | 2011-12-31 | $45,627,182 |
Value of total assets at beginning of year | 2011-12-31 | $45,461,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $364,597 |
Total interest from all sources | 2011-12-31 | $1,210,901 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $121,241 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $73,990 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $84,029 |
Other income not declared elsewhere | 2011-12-31 | $-925,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $165,503 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,627,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $45,461,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $243,356 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $38,444,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,121,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,432,894 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,840,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,840,328 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,210,901 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $8,527,773 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,058,387 |
Employer contributions (assets) at end of year | 2011-12-31 | $703,681 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $379,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,814,039 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $2,971,958 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $3,291,492 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $22,216,820 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2011-12-31 | 141604297 |
2010 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $7,498,057 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,957,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,543,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,723,281 |
Value of total assets at end of year | 2010-12-31 | $45,458,078 |
Value of total assets at beginning of year | 2010-12-31 | $40,917,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $414,324 |
Total interest from all sources | 2010-12-31 | $0 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $57,372 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $84,029 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $109,183 |
Other income not declared elsewhere | 2010-12-31 | $4,774,776 |
Administrative expenses (other) incurred | 2010-12-31 | $89,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,540,407 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $45,458,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,917,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $267,723 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,121,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,444,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,840,328 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,600,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,600,388 |
Asset value of US Government securities at end of year | 2010-12-31 | $8,527,773 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $9,875,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,723,281 |
Employer contributions (assets) at end of year | 2010-12-31 | $376,181 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $20,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,543,326 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $3,291,492 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $5,139,856 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $22,216,820 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $18,728,385 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | VANACORE, DEBENEDICTUS, DIGOVANNI & |
Accountancy firm EIN | 2010-12-31 | 141604297 |
2009 : ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ST. LUKES CORNWALL HOSPITAL RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |