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ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 401k Plan overview

Plan NameST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN
Plan identification number 001

ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ST. JOSEPHS HOSPITAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPHS HOSPITAL HEALTH CENTER
Employer identification number (EIN):150532254
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ST. JOSEPHS HOSPITAL HEALTH CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1895-06-15
Company Identification Number: 5
Legal Registered Office Address: 28 LIBERTY STREET
Onondaga
NEW YORK
United States of America (USA)
10005

More information about ST. JOSEPHS HOSPITAL HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHAEL BRADLEY
0012015-01-01MICHAEL BRADLEY
0012014-01-01MICHAEL BRADLEY
0012013-01-01MICHAEL BRADLEY
0012012-01-01FRANK A. PANZETTA FRANK A. PANZETTA2013-10-15
0012011-01-01FRANK A. PANZETTA FRANK A. PANZETTA2012-10-12
0012009-01-01FRANK A. PANZETTA FRANK A. PANZETTA2012-10-12
0012009-01-01FRANK A. PANZETTA FRANK A. PANZETTA2010-10-14

Plan Statistics for ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN

401k plan membership statisitcs for ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN

Measure Date Value
2016: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2016 401k membership
Market value of plan assets2016-10-3164,939,963
Acturial value of plan assets2016-10-3168,669,915
Funding target for retired participants and beneficiaries receiving payment2016-10-3110,123,672
Number of terminated vested participants2016-10-311,146
Fundng target for terminated vested participants2016-10-3111,204,209
Active participant vested funding target2016-10-3137,590,715
Number of active participants2016-10-312,598
Total funding liabilities for active participants2016-10-3137,919,786
Total participant count2016-10-314,228
Total funding target for all participants2016-10-3159,247,667
Total employer contributions2016-10-310
Total employee contributions2016-10-310
Total participants, beginning-of-year2016-01-014,228
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,561
Total number of active participants reported on line 7a of the Form 55002015-01-012,598
Number of retired or separated participants receiving benefits2015-01-01460
Number of other retired or separated participants entitled to future benefits2015-01-011,111
Total of all active and inactive participants2015-01-014,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0159
Total participants2015-01-014,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,837
Total number of active participants reported on line 7a of the Form 55002014-01-012,825
Number of retired or separated participants receiving benefits2014-01-01452
Number of other retired or separated participants entitled to future benefits2014-01-011,221
Total of all active and inactive participants2014-01-014,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0163
Total participants2014-01-014,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0135
2013: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,035
Total number of active participants reported on line 7a of the Form 55002013-01-013,197
Number of retired or separated participants receiving benefits2013-01-01421
Number of other retired or separated participants entitled to future benefits2013-01-011,157
Total of all active and inactive participants2013-01-014,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0162
Total participants2013-01-014,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0162
2012: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,377
Total number of active participants reported on line 7a of the Form 55002012-01-013,016
Number of retired or separated participants receiving benefits2012-01-01409
Number of other retired or separated participants entitled to future benefits2012-01-011,319
Total of all active and inactive participants2012-01-014,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0162
Total participants2012-01-014,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0146
2011: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,284
Total number of active participants reported on line 7a of the Form 55002011-01-012,989
Number of retired or separated participants receiving benefits2011-01-01393
Number of other retired or separated participants entitled to future benefits2011-01-011,784
Total of all active and inactive participants2011-01-015,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0160
Total participants2011-01-015,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0148
2009: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,002
Total number of active participants reported on line 7a of the Form 55002009-01-012,813
Number of retired or separated participants receiving benefits2009-01-01397
Number of other retired or separated participants entitled to future benefits2009-01-011,756
Total of all active and inactive participants2009-01-014,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0123
Total participants2009-01-014,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN

Measure Date Value
2016 : ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total transfer of assets to this plan2016-10-31$0
Total transfer of assets from this plan2016-10-31$64,937,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$4,081,300
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$4,084,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$3,757,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$0
Value of total assets at end of year2016-10-31$0
Value of total assets at beginning of year2016-10-31$64,939,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$326,457
Total interest from all sources2016-10-31$1,535
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$1,068,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$1,068,037
Administrative expenses professional fees incurred2016-10-31$148,835
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Administrative expenses (other) incurred2016-10-31$14,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-2,732
Value of net assets at end of year (total assets less liabilities)2016-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$64,939,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$163,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$63,975,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$664,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$664,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$1,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$3,011,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Employer contributions (assets) at end of year2016-10-31$0
Employer contributions (assets) at beginning of year2016-10-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$3,757,575
Contract administrator fees2016-10-31$0
Did the plan have assets held for investment2016-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-10-31161226221
2015 : ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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$865,212
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,902,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,569,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,200,000
Value of total assets at end of year2015-12-31$64,939,963
Value of total assets at beginning of year2015-12-31$69,977,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$333,392
Total interest from all sources2015-12-31$205
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,628,021
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$1,628,021
Administrative expenses professional fees incurred2015-12-31$158,524
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Administrative expenses (other) incurred2015-12-31$13,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,037,468
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,939,963
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,977,431
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$161,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,975,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,748,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$664,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,828,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,828,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,963,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,200,000
Employer contributions (assets) at end of year2015-12-31$300,000
Employer contributions (assets) at beginning of year2015-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,569,288
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 JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$1,915,702
Total unrealized appreciation/depreciation of assets2014-12-31$1,915,702
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$7,210,741
Total loss/gain on sale of assets2014-12-31$467,749
Total of all expenses incurred2014-12-31$5,353,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,051,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,200,000
Value of total assets at end of year2014-12-31$69,977,431
Value of total assets at beginning of year2014-12-31$68,120,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$302,128
Total interest from all sources2014-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,627,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
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$1,856,892
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,977,431
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,120,539
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$64,748,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,860,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,828,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,107,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,107,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
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$3,200,000
Employer contributions (assets) at end of year2014-12-31$2,400,000
Employer contributions (assets) at beginning of year2014-12-31$2,152,000
Income. Dividends from common stock2014-12-31$1,627,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,051,721
Contract administrator fees2014-12-31$302,128
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
Aggregate proceeds on sale of assets2014-12-31$467,749
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 JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,804,564
Total unrealized appreciation/depreciation of assets2013-12-31$5,804,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,446,415
Total loss/gain on sale of assets2013-12-31$1,065,789
Total of all expenses incurred2013-12-31$4,800,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,527,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,056,000
Value of total assets at end of year2013-12-31$68,120,539
Value of total assets at beginning of year2013-12-31$60,474,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$272,418
Total interest from all sources2013-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,520,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,646,116
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,120,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,474,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$272,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,860,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,614,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,107,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,052,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,052,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,056,000
Employer contributions (assets) at end of year2013-12-31$2,152,000
Employer contributions (assets) at beginning of year2013-12-31$3,808,000
Income. Dividends from common stock2013-12-31$1,520,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,527,881
Contract administrator fees2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$1,065,789
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 name2013-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2013-12-31161226221
2012 : ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,294,197
Total unrealized appreciation/depreciation of assets2012-12-31$2,294,197
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$13,168,976
Total loss/gain on sale of assets2012-12-31$227,877
Total of all expenses incurred2012-12-31$5,794,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,518,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,393,000
Value of total assets at end of year2012-12-31$60,474,423
Value of total assets at beginning of year2012-12-31$53,100,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$276,207
Total interest from all sources2012-12-31$126,478
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,095,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,533
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$2,668,448
Other income not declared elsewhere2012-12-31$31,905
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,374,225
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,474,423
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,100,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$267,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$52,614,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,314,270
Interest earned on other investments2012-12-31$126,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,052,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,735,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,735,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$38,050,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,393,000
Employer contributions (assets) at end of year2012-12-31$3,808,000
Income. Dividends from common stock2012-12-31$1,095,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,850,096
Contract administrator fees2012-12-31$7,590
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$227,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2012-12-31161226221
2011 : ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-724,402
Total unrealized appreciation/depreciation of assets2011-12-31$-724,402
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$4,107,251
Total loss/gain on sale of assets2011-12-31$159,725
Total of all expenses incurred2011-12-31$3,075,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,948,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,615,000
Value of total assets at end of year2011-12-31$53,100,198
Value of total assets at beginning of year2011-12-31$52,068,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$127,363
Total interest from all sources2011-12-31$845,708
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$211,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,491
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,031,674
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,100,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$52,068,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$80,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,314,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,177,434
Interest earned on other investments2011-12-31$845,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,735,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,142,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,142,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$38,050,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$37,252,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,615,000
Income. Dividends from common stock2011-12-31$211,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,948,214
Contract administrator fees2011-12-31$45,216
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$496,368
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$159,725
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 name2011-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2011-12-31161226221
2010 : ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,754,528
Total unrealized appreciation/depreciation of assets2010-12-31$1,754,528
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$6,968,312
Total loss/gain on sale of assets2010-12-31$-78,170
Total of all expenses incurred2010-12-31$2,197,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,083,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,600,000
Value of total assets at end of year2010-12-31$52,068,524
Value of total assets at beginning of year2010-12-31$47,297,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$114,722
Total interest from all sources2010-12-31$1,526,769
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$165,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,944
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,770,535
Value of net assets at end of year (total assets less liabilities)2010-12-31$52,068,524
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,297,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$64,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,177,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,230,427
Interest earned on other investments2010-12-31$1,526,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,142,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,677,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,677,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$37,252,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,782,780
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$3,600,000
Income. Dividends from common stock2010-12-31$165,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,083,055
Contract administrator fees2010-12-31$44,284
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$496,368
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$607,458
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$-78,170
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 name2010-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2010-12-31161226221

Form 5500 Responses for ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN

2016: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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 - TrustYes
2011: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION 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 - TrustYes
2009: ST JOSEPH'S HOSPITAL HEALTH CENTER PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 numberGA1014
Policy instance 1
Insurance contract or identification numberGA1014
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-02-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA1014
Policy instance 1
Insurance contract or identification numberGA1014
Number of Individuals Covered5226
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGA1014
Policy instance 1
Insurance contract or identification numberGA1014
Number of Individuals Covered5154
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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