?>
Logo

ST. ELIZABETH MEDICAL CENTER 401K PLAN 401k Plan overview

Plan NameST. ELIZABETH MEDICAL CENTER 401K PLAN
Plan identification number 001

ST. ELIZABETH MEDICAL CENTER 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. ELIZABETH MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. ELIZABETH MEDICAL CENTER
Employer identification number (EIN):150532245
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ST. ELIZABETH MEDICAL CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1870-02-08
Company Identification Number: 10375
Legal Registered Office Address: 2209 GENESEE STREET
Oneida
UTICA
United States of America (USA)
13501

More information about ST. ELIZABETH MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ELIZABETH MEDICAL CENTER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONALD CRITELLI
0012016-01-01NANCY RATCLIFFE
0012015-01-01NANCY RATCLIFFE
0012014-01-01NANCY RATCLIFFE
0012013-01-01NANCY RATCLIFFE
0012012-01-01PATRICK BUCKLEY
0012011-01-01PATRICK BUCKLEY
0012010-01-01PATRICK BUCKLEY
0012009-01-01PATRICK BUCKLEY

Plan Statistics for ST. ELIZABETH MEDICAL CENTER 401K PLAN

401k plan membership statisitcs for ST. ELIZABETH MEDICAL CENTER 401K PLAN

Measure Date Value
2022: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,597
Total number of active participants reported on line 7a of the Form 55002022-01-01920
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01662
Total of all active and inactive participants2022-01-011,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,592
Number of participants with account balances2022-01-011,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,512
Total number of active participants reported on line 7a of the Form 55002021-01-01951
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01625
Total of all active and inactive participants2021-01-011,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,583
Number of participants with account balances2021-01-011,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,533
Total number of active participants reported on line 7a of the Form 55002020-01-01994
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01508
Total of all active and inactive participants2020-01-011,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,505
Number of participants with account balances2020-01-011,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,415
Total number of active participants reported on line 7a of the Form 55002019-01-011,183
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01335
Total of all active and inactive participants2019-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,522
Number of participants with account balances2019-01-011,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,384
Total number of active participants reported on line 7a of the Form 55002018-01-011,064
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01336
Total of all active and inactive participants2018-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,403
Number of participants with account balances2018-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,324
Total number of active participants reported on line 7a of the Form 55002017-01-011,105
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01270
Total of all active and inactive participants2017-01-011,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,376
Number of participants with account balances2017-01-011,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,361
Total number of active participants reported on line 7a of the Form 55002016-01-011,072
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01250
Total of all active and inactive participants2016-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,323
Number of participants with account balances2016-01-011,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,354
Total number of active participants reported on line 7a of the Form 55002015-01-011,137
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01202
Total of all active and inactive participants2015-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,340
Number of participants with account balances2015-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,330
Total number of active participants reported on line 7a of the Form 55002014-01-011,198
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,343
Number of participants with account balances2014-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,390
Total number of active participants reported on line 7a of the Form 55002013-01-011,222
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01107
Total of all active and inactive participants2013-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,330
Number of participants with account balances2013-01-011,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,784
Total number of active participants reported on line 7a of the Form 55002012-01-011,319
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,390
Number of participants with account balances2012-01-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,788
Total number of active participants reported on line 7a of the Form 55002011-01-011,704
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-011,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,763
Number of participants with account balances2011-01-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,697
Total number of active participants reported on line 7a of the Form 55002010-01-011,725
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-011,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,770
Number of participants with account balances2010-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,616
Total number of active participants reported on line 7a of the Form 55002009-01-011,641
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,670
Number of participants with account balances2009-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on ST. ELIZABETH MEDICAL CENTER 401K PLAN

Measure Date Value
2022 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,129,691
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,117,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,874,009
Expenses. Certain deemed distributions of participant loans2022-12-31$33,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,374,490
Value of total assets at end of year2022-12-31$87,649,293
Value of total assets at beginning of year2022-12-31$105,896,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$209,698
Total interest from all sources2022-12-31$48,704
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,128,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,128,486
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,364,720
Participant contributions at end of year2022-12-31$974,129
Participant contributions at beginning of year2022-12-31$1,076,436
Participant contributions at end of year2022-12-31$185,517
Participant contributions at beginning of year2022-12-31$160,134
Assets. Other investments not covered elsewhere at end of year2022-12-31$518,851
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$194,479
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,116
Other income not declared elsewhere2022-12-31$-127,239
Administrative expenses (other) incurred2022-12-31$7,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,247,080
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,649,293
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$105,896,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$181,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,198,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$98,076,137
Value of interest in pooled separate accounts at end of year2022-12-31$5,662,893
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,298,395
Interest on participant loans2022-12-31$48,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,652,579
Net investment gain/loss from pooled separate accounts2022-12-31$98,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,976,654
Employer contributions (assets) at end of year2022-12-31$108,926
Employer contributions (assets) at beginning of year2022-12-31$90,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,874,009
Contract administrator fees2022-12-31$20,418
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FUSTCHARLES LLP
Accountancy firm EIN2022-12-31161226221
2021 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,497,908
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,591,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,348,655
Expenses. Certain deemed distributions of participant loans2021-12-31$12,604
Value of total corrective distributions2021-12-31$43,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,487,832
Value of total assets at end of year2021-12-31$105,896,373
Value of total assets at beginning of year2021-12-31$92,990,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,511
Total interest from all sources2021-12-31$56,697
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,432,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,432,585
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,439,157
Participant contributions at end of year2021-12-31$1,076,436
Participant contributions at beginning of year2021-12-31$1,160,115
Participant contributions at end of year2021-12-31$160,134
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$194,479
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$164,033
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,581
Other income not declared elsewhere2021-12-31$898
Administrative expenses (other) incurred2021-12-31$5,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,906,006
Value of net assets at end of year (total assets less liabilities)2021-12-31$105,896,373
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$92,990,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$162,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$98,076,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,639,009
Value of interest in pooled separate accounts at end of year2021-12-31$6,298,395
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,927,984
Interest on participant loans2021-12-31$56,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,437,727
Net investment gain/loss from pooled separate accounts2021-12-31$82,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,019,094
Employer contributions (assets) at end of year2021-12-31$90,792
Employer contributions (assets) at beginning of year2021-12-31$99,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,348,655
Contract administrator fees2021-12-31$19,232
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,435,127
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,978,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,804,634
Expenses. Certain deemed distributions of participant loans2020-12-31$23,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,245,875
Value of total assets at end of year2020-12-31$92,990,367
Value of total assets at beginning of year2020-12-31$77,533,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,369
Total interest from all sources2020-12-31$69,207
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,058,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,058,103
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,449,679
Participant contributions at end of year2020-12-31$1,160,115
Participant contributions at beginning of year2020-12-31$1,339,718
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$164,033
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$67,038
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,200
Other income not declared elsewhere2020-12-31$52,852
Administrative expenses (other) incurred2020-12-31$9,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,456,566
Value of net assets at end of year (total assets less liabilities)2020-12-31$92,990,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$77,533,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$116,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,639,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,799,454
Value of interest in pooled separate accounts at end of year2020-12-31$5,927,984
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,324,213
Interest on participant loans2020-12-31$69,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,897,835
Net investment gain/loss from pooled separate accounts2020-12-31$111,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,654,996
Employer contributions (assets) at end of year2020-12-31$99,226
Employer contributions (assets) at beginning of year2020-12-31$3,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,804,634
Contract administrator fees2020-12-31$24,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,279,788
Total income from all sources (including contributions)2019-12-31$22,279,788
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,693,274
Total of all expenses incurred2019-12-31$5,693,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,486,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,486,801
Expenses. Certain deemed distributions of participant loans2019-12-31$23,245
Expenses. Certain deemed distributions of participant loans2019-12-31$23,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,404,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,404,465
Value of total assets at end of year2019-12-31$77,533,801
Value of total assets at end of year2019-12-31$77,533,801
Value of total assets at beginning of year2019-12-31$60,947,287
Value of total assets at beginning of year2019-12-31$60,947,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,228
Total interest from all sources2019-12-31$66,948
Total interest from all sources2019-12-31$66,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,452,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,452,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,452,881
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,452,881
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,741,345
Contributions received from participants2019-12-31$4,741,345
Participant contributions at end of year2019-12-31$1,339,718
Participant contributions at end of year2019-12-31$1,339,718
Participant contributions at beginning of year2019-12-31$1,327,009
Participant contributions at beginning of year2019-12-31$1,327,009
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$67,038
Assets. Other investments not covered elsewhere at end of year2019-12-31$67,038
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$60,146
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$60,146
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$179,630
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$179,630
Other income not declared elsewhere2019-12-31$7,348
Administrative expenses (other) incurred2019-12-31$4,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,586,514
Value of net income/loss2019-12-31$16,586,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,533,801
Value of net assets at end of year (total assets less liabilities)2019-12-31$77,533,801
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,947,287
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,947,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$154,501
Investment advisory and management fees2019-12-31$154,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,799,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,799,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,239,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,239,736
Value of interest in pooled separate accounts at end of year2019-12-31$5,324,213
Value of interest in pooled separate accounts at end of year2019-12-31$5,324,213
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,320,396
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,320,396
Interest on participant loans2019-12-31$66,948
Interest on participant loans2019-12-31$66,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,228,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,228,687
Net investment gain/loss from pooled separate accounts2019-12-31$119,459
Net investment gain/loss from pooled separate accounts2019-12-31$119,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,483,490
Contributions received in cash from employer2019-12-31$3,483,490
Employer contributions (assets) at end of year2019-12-31$3,378
Employer contributions (assets) at end of year2019-12-31$3,378
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,486,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,486,801
Contract administrator fees2019-12-31$23,828
Contract administrator fees2019-12-31$23,828
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,490,201
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,287,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,119,367
Expenses. Certain deemed distributions of participant loans2018-12-31$10,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,356,313
Value of total assets at end of year2018-12-31$60,947,287
Value of total assets at beginning of year2018-12-31$60,744,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,104
Total interest from all sources2018-12-31$66,332
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,288,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,288,768
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,591,347
Participant contributions at end of year2018-12-31$1,327,009
Participant contributions at beginning of year2018-12-31$1,307,454
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$60,146
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$164,839
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$192,014
Other income not declared elsewhere2018-12-31$4,463
Administrative expenses (other) incurred2018-12-31$4,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$202,468
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,947,287
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,744,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$132,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,239,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,649,543
Value of interest in pooled separate accounts at end of year2018-12-31$5,320,396
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,622,983
Interest on participant loans2018-12-31$66,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,324,324
Net investment gain/loss from pooled separate accounts2018-12-31$98,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,572,952
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,119,367
Contract administrator fees2018-12-31$20,820
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,134,264
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,795,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,645,303
Expenses. Certain deemed distributions of participant loans2017-12-31$14,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,152,558
Value of total assets at end of year2017-12-31$60,744,819
Value of total assets at beginning of year2017-12-31$48,406,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$135,805
Total interest from all sources2017-12-31$47,596
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,445,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,445,085
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,506,770
Participant contributions at end of year2017-12-31$1,307,454
Participant contributions at beginning of year2017-12-31$910,058
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$164,839
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$110,490
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,902
Other income not declared elsewhere2017-12-31$17,521
Administrative expenses (other) incurred2017-12-31$4,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,338,416
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,744,819
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,406,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$114,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,649,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,798,956
Value of interest in pooled separate accounts at end of year2017-12-31$4,622,983
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,586,899
Interest on participant loans2017-12-31$47,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,389,721
Net investment gain/loss from pooled separate accounts2017-12-31$81,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,448,886
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,645,303
Contract administrator fees2017-12-31$16,812
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,097,296
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,585,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,472,561
Expenses. Certain deemed distributions of participant loans2016-12-31$3,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,058,065
Value of total assets at end of year2016-12-31$48,406,403
Value of total assets at beginning of year2016-12-31$39,894,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,378
Total interest from all sources2016-12-31$35,136
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,544,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,544,049
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,527,731
Participant contributions at end of year2016-12-31$910,058
Participant contributions at beginning of year2016-12-31$819,319
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$110,490
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$66,789
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$138,792
Other income not declared elsewhere2016-12-31$-14,480
Administrative expenses (other) incurred2016-12-31$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,511,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,406,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,894,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$92,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,798,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,920,752
Value of interest in pooled separate accounts at end of year2016-12-31$4,586,899
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,087,866
Interest on participant loans2016-12-31$35,136
Net investment gain/loss from pooled separate accounts2016-12-31$82,836
Net gain/loss from 103.12 investment entities2016-12-31$1,391,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,391,542
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,472,561
Contract administrator fees2016-12-31$13,110
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,046,636
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,564,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,454,019
Expenses. Certain deemed distributions of participant loans2015-12-31$11,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,001,418
Value of total assets at end of year2015-12-31$39,894,726
Value of total assets at beginning of year2015-12-31$34,413,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,651
Total interest from all sources2015-12-31$28,437
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,821,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,821,519
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,403,159
Participant contributions at end of year2015-12-31$819,319
Participant contributions at beginning of year2015-12-31$681,153
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$66,789
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$41,495
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$161,545
Administrative expenses (other) incurred2015-12-31$3,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,481,701
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,894,726
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,413,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$83,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,920,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,395,050
Value of interest in pooled separate accounts at end of year2015-12-31$4,087,866
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,295,327
Interest on participant loans2015-12-31$28,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,872,011
Net investment gain/loss from pooled separate accounts2015-12-31$67,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,436,714
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,454,019
Contract administrator fees2015-12-31$13,092
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,599,157
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,989,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,922,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,797,019
Value of total assets at end of year2014-12-31$34,413,025
Value of total assets at beginning of year2014-12-31$26,803,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,668
Total interest from all sources2014-12-31$19,611
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,323,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,323,244
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,209,496
Participant contributions at end of year2014-12-31$681,153
Participant contributions at beginning of year2014-12-31$402,151
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$41,495
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,627
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$147,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,609,731
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,413,025
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,803,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$52,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,395,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,571,746
Value of interest in pooled separate accounts at end of year2014-12-31$3,295,327
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,824,770
Interest on participant loans2014-12-31$19,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$412,456
Net investment gain/loss from pooled separate accounts2014-12-31$46,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,439,950
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,922,758
Contract administrator fees2014-12-31$14,187
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$21,546
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$10,867,510
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$698,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$686,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,118,187
Value of total assets at end of year2013-12-31$26,803,294
Value of total assets at beginning of year2013-12-31$16,655,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,898
Total interest from all sources2013-12-31$11,822
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$934,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$934,212
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,832,358
Participant contributions at end of year2013-12-31$402,151
Participant contributions at beginning of year2013-12-31$264,167
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$91,458
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,627
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,101
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$166,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,169,313
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,803,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,655,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,571,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,057,216
Value of interest in pooled separate accounts at end of year2013-12-31$2,824,770
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,173,686
Interest on participant loans2013-12-31$11,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,765,792
Net investment gain or loss from common/collective trusts2013-12-31$37,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,118,874
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$65,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$686,299
Contract administrator fees2013-12-31$11,898
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2013-12-31454051133
2012 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$2,648,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,192,125
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$670,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$656,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,345,816
Value of total assets at end of year2012-12-31$16,655,527
Value of total assets at beginning of year2012-12-31$13,782,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,995
Total interest from all sources2012-12-31$8,428
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$455,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$455,614
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,471,841
Participant contributions at end of year2012-12-31$264,167
Participant contributions at beginning of year2012-12-31$220,703
Participant contributions at end of year2012-12-31$91,458
Participant contributions at beginning of year2012-12-31$108,279
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,101
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,521,967
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,655,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,782,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,057,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,264,573
Value of interest in pooled separate accounts at end of year2012-12-31$2,173,686
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,119,585
Interest on participant loans2012-12-31$8,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,325,219
Net investment gain/loss from pooled separate accounts2012-12-31$57,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,844,895
Employer contributions (assets) at end of year2012-12-31$65,899
Employer contributions (assets) at beginning of year2012-12-31$69,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$656,163
Contract administrator fees2012-12-31$13,995
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2012-12-31454051133
2011 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,823,495
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$483,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$464,852
Value of total corrective distributions2011-12-31$4,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,186,870
Value of total assets at end of year2011-12-31$13,782,331
Value of total assets at beginning of year2011-12-31$9,442,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,480
Total interest from all sources2011-12-31$6,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$296,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$296,374
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,707,397
Participant contributions at end of year2011-12-31$220,703
Participant contributions at beginning of year2011-12-31$153,601
Participant contributions at end of year2011-12-31$108,279
Participant contributions at beginning of year2011-12-31$64,452
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$551,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,340,258
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,782,331
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,442,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,264,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,628,728
Value of interest in pooled separate accounts at end of year2011-12-31$2,119,585
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,585,073
Interest on participant loans2011-12-31$6,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-718,360
Net investment gain/loss from pooled separate accounts2011-12-31$52,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,927,644
Employer contributions (assets) at end of year2011-12-31$69,191
Employer contributions (assets) at beginning of year2011-12-31$10,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$464,852
Contract administrator fees2011-12-31$13,480
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2011-12-31454051133
2010 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,979,070
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$284,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$275,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,876,921
Value of total assets at end of year2010-12-31$9,442,073
Value of total assets at beginning of year2010-12-31$6,747,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,463
Total interest from all sources2010-12-31$6,036
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,508,569
Participant contributions at end of year2010-12-31$153,601
Participant contributions at beginning of year2010-12-31$108,584
Participant contributions at end of year2010-12-31$64,452
Participant contributions at beginning of year2010-12-31$69,176
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$109,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,694,670
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,442,073
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,747,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,628,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,399,924
Value of interest in pooled separate accounts at end of year2010-12-31$1,585,073
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,159,552
Interest on participant loans2010-12-31$6,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,052,661
Net investment gain/loss from pooled separate accounts2010-12-31$43,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$258,428
Employer contributions (assets) at end of year2010-12-31$10,219
Employer contributions (assets) at beginning of year2010-12-31$9,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$275,937
Contract administrator fees2010-12-31$8,463
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31D'ARCANGELO & CO LLP
Accountancy firm EIN2010-12-31132550103
2009 : ST. ELIZABETH MEDICAL CENTER 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. ELIZABETH MEDICAL CENTER 401K PLAN

2022: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. ELIZABETH MEDICAL CENTER 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1475
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1455
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1402
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1353
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1384
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1346
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1340
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32956
Policy instance 1
Insurance contract or identification number32956
Number of Individuals Covered1343
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered1202
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered713
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered975
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29227
Policy instance 1
Insurance contract or identification number29227
Number of Individuals Covered768
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3