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Plan Name | PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | UNITED MEMORIAL MEDICAL CENTER |
Employer identification number (EIN): | 160743029 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about UNITED MEMORIAL MEDICAL CENTER
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1900-07-30 |
Company Identification Number: | 26238 |
Legal Registered Office Address: |
SYSTEM; ATTN: GENERAL COUNSEL 89 GENESEE STREET ROCHESTER United States of America (USA) 14611 |
More information about UNITED MEMORIAL MEDICAL CENTER
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROBERT CHIAVETTA | |||
001 | 2016-01-01 | SONJA L. GONYEA | |||
001 | 2015-01-01 | SONJA L. GONYEA | DANIEL P. IRELAND | 2016-10-13 | |
001 | 2014-01-01 | SONJA GONYEA | DANIEL P. IRELAND | 2015-10-14 | |
001 | 2013-01-01 | SONJA GONYEA | MARK SCHOELL | 2014-10-15 | |
001 | 2012-01-01 | SONJA GONYEA | MARK SCHOELL | 2013-10-15 | |
001 | 2011-01-01 | SONJA GONYEA | MARK SCHOELL | 2012-10-12 | |
001 | 2010-01-01 | SONJA GONYEA | MARK SCHOELL | 2011-10-14 | |
001 | 2009-01-01 | SONJA GONYEA |
Measure | Date | Value |
---|---|---|
2022: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 21,726,244 |
Acturial value of plan assets | 2022-12-31 | 21,001,613 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 9,832,346 |
Number of terminated vested participants | 2022-12-31 | 270 |
Fundng target for terminated vested participants | 2022-12-31 | 7,562,567 |
Active participant vested funding target | 2022-12-31 | 4,301,406 |
Number of active participants | 2022-12-31 | 131 |
Total funding liabilities for active participants | 2022-12-31 | 4,303,825 |
Total participant count | 2022-12-31 | 637 |
Total funding target for all participants | 2022-12-31 | 21,698,738 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 1,682,137 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 762,048 |
Amount remaining of prefunding balance | 2022-12-31 | 920,089 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 999,033 |
Total employer contributions | 2022-12-31 | 80,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 73,436 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 480,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 1,696,158 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 647,774 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 582,996 |
Additional cash requirement | 2022-12-31 | 64,778 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 73,436 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 637 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 231 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 257 |
Total of all active and inactive participants | 2022-01-01 | 607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 17 |
Total participants | 2022-01-01 | 624 |
2021: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 22,584,644 |
Acturial value of plan assets | 2021-12-31 | 21,218,338 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 9,784,696 |
Number of terminated vested participants | 2021-12-31 | 269 |
Fundng target for terminated vested participants | 2021-12-31 | 7,128,868 |
Active participant vested funding target | 2021-12-31 | 5,215,236 |
Number of active participants | 2021-12-31 | 160 |
Total funding liabilities for active participants | 2021-12-31 | 5,218,563 |
Total participant count | 2021-12-31 | 662 |
Total funding target for all participants | 2021-12-31 | 22,132,127 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,405,141 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 1,405,141 |
Present value of excess contributions | 2021-12-31 | 1,505,958 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,682,137 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,682,137 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 1,682,137 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 520,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 2,595,926 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 762,048 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 762,048 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 662 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 223 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 264 |
Total of all active and inactive participants | 2021-01-01 | 618 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 19 |
Total participants | 2021-01-01 | 637 |
2020: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 22,192,991 |
Acturial value of plan assets | 2020-12-31 | 21,920,563 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 8,920,666 |
Number of terminated vested participants | 2020-12-31 | 304 |
Fundng target for terminated vested participants | 2020-12-31 | 8,997,641 |
Active participant vested funding target | 2020-12-31 | 6,510,570 |
Number of active participants | 2020-12-31 | 187 |
Total funding liabilities for active participants | 2020-12-31 | 6,514,311 |
Total participant count | 2020-12-31 | 709 |
Total funding target for all participants | 2020-12-31 | 24,432,618 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 20,033 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 20,033 |
Present value of excess contributions | 2020-12-31 | 1,308,977 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,381,887 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,381,887 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 1,405,141 |
Total employer contributions | 2020-12-31 | 1,800,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,663,169 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 520,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 3,917,196 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,562,352 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 1,405,141 |
Additional cash requirement | 2020-12-31 | 157,211 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,663,169 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 709 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 223 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 263 |
Total of all active and inactive participants | 2020-01-01 | 646 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 16 |
Total participants | 2020-01-01 | 662 |
2019: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 17,944,220 |
Acturial value of plan assets | 2019-12-31 | 19,206,167 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 8,525,852 |
Number of terminated vested participants | 2019-12-31 | 315 |
Fundng target for terminated vested participants | 2019-12-31 | 8,760,980 |
Active participant vested funding target | 2019-12-31 | 6,686,688 |
Number of active participants | 2019-12-31 | 201 |
Total funding liabilities for active participants | 2019-12-31 | 6,691,180 |
Total participant count | 2019-12-31 | 721 |
Total funding target for all participants | 2019-12-31 | 23,978,012 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 978,472 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 860,000 |
Amount remaining of prefunding balance | 2019-12-31 | 118,472 |
Present value of excess contributions | 2019-12-31 | 1,002,630 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 944,869 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 89,352 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 20,033 |
Total employer contributions | 2019-12-31 | 3,440,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 3,227,639 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 510,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,791,878 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,918,662 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 1,918,662 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 3,227,639 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 721 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 208 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 299 |
Total of all active and inactive participants | 2019-01-01 | 694 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 15 |
Total participants | 2019-01-01 | 709 |
2018: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 20,955,790 |
Acturial value of plan assets | 2018-12-31 | 20,002,535 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,557,816 |
Number of terminated vested participants | 2018-12-31 | 325 |
Fundng target for terminated vested participants | 2018-12-31 | 8,496,355 |
Active participant vested funding target | 2018-12-31 | 7,664,645 |
Number of active participants | 2018-12-31 | 232 |
Total funding liabilities for active participants | 2018-12-31 | 7,714,462 |
Total participant count | 2018-12-31 | 750 |
Total funding target for all participants | 2018-12-31 | 23,768,633 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,189,647 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 1,112,808 |
Amount remaining of prefunding balance | 2018-12-31 | 76,839 |
Present value of excess contributions | 2018-12-31 | 1,350,031 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,532,625 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 890,000 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 978,472 |
Total employer contributions | 2018-12-31 | 1,500,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,411,099 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 410,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 4,744,570 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,268,469 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 860,000 |
Additional cash requirement | 2018-12-31 | 408,469 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,411,099 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 750 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 195 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 310 |
Total of all active and inactive participants | 2018-01-01 | 706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 15 |
Total participants | 2018-01-01 | 721 |
2017: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 19,593,972 |
Acturial value of plan assets | 2017-12-31 | 20,332,266 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 7,214,201 |
Number of terminated vested participants | 2017-12-31 | 325 |
Fundng target for terminated vested participants | 2017-12-31 | 7,933,912 |
Active participant vested funding target | 2017-12-31 | 8,733,473 |
Number of active participants | 2017-12-31 | 260 |
Total funding liabilities for active participants | 2017-12-31 | 8,780,160 |
Total participant count | 2017-12-31 | 774 |
Total funding target for all participants | 2017-12-31 | 23,928,273 |
Present value of excess contributions | 2017-12-31 | 1,167,378 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,239,055 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,189,647 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,189,647 |
Total employer contributions | 2017-12-31 | 1,950,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,819,169 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 480,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 4,785,654 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,581,946 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 1,112,808 |
Additional cash requirement | 2017-12-31 | 469,138 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,819,169 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 774 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 182 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 320 |
Total of all active and inactive participants | 2017-01-01 | 734 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 16 |
Total participants | 2017-01-01 | 750 |
2016: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 18,299,510 |
Acturial value of plan assets | 2016-12-31 | 19,906,593 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 7,468,274 |
Number of terminated vested participants | 2016-12-31 | 333 |
Fundng target for terminated vested participants | 2016-12-31 | 7,497,267 |
Active participant vested funding target | 2016-12-31 | 8,899,169 |
Number of active participants | 2016-12-31 | 274 |
Total funding liabilities for active participants | 2016-12-31 | 8,903,911 |
Total participant count | 2016-12-31 | 794 |
Total funding target for all participants | 2016-12-31 | 23,869,452 |
Present value of excess contributions | 2016-12-31 | 2,377 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,528 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,851,120 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 485,323 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 3,962,859 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,683,742 |
Additional cash requirement | 2016-12-31 | 1,683,742 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,851,120 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 794 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 260 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 179 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 320 |
Total of all active and inactive participants | 2016-01-01 | 759 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 15 |
Total participants | 2016-01-01 | 774 |
2015: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 819 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 178 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 329 |
Total of all active and inactive participants | 2015-01-01 | 781 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 794 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 841 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 330 |
Total of all active and inactive participants | 2014-01-01 | 805 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 819 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 869 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 175 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 340 |
Total of all active and inactive participants | 2013-01-01 | 826 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 841 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 883 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 342 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 171 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 342 |
Total of all active and inactive participants | 2012-01-01 | 855 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 14 |
Total participants | 2012-01-01 | 869 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 902 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 376 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 155 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 342 |
Total of all active and inactive participants | 2011-01-01 | 873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 883 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 934 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 414 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 145 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 334 |
Total of all active and inactive participants | 2010-01-01 | 893 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 9 |
Total participants | 2010-01-01 | 902 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
2009: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 957 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 459 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 137 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 327 |
Total of all active and inactive participants | 2009-01-01 | 923 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 934 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $18,245 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,377,716 |
Total loss/gain on sale of assets | 2022-12-31 | $-164,355 |
Total of all expenses incurred | 2022-12-31 | $2,028,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,486,647 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $80,000 |
Value of total assets at end of year | 2022-12-31 | $16,337,969 |
Value of total assets at beginning of year | 2022-12-31 | $21,726,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $542,157 |
Total interest from all sources | 2022-12-31 | $4,511 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $434,580 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $434,580 |
Administrative expenses professional fees incurred | 2022-12-31 | $90,719 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $10,519,439 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $13,442,571 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $145 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $18,245 |
Administrative expenses (other) incurred | 2022-12-31 | $449,782 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,406,520 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,319,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,726,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,656 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,313,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,165,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $425,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,118,287 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,118,287 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,732,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $80,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $80,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,486,647 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $5,010,191 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $5,174,546 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FREED MAXICK, CPAS, P.C. |
Accountancy firm EIN | 2022-12-31 | 454051133 |
2021 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $1,968,473 |
Total loss/gain on sale of assets | 2021-12-31 | $980,486 |
Total of all expenses incurred | 2021-12-31 | $2,873,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,217,978 |
Value of total assets at end of year | 2021-12-31 | $21,726,244 |
Value of total assets at beginning of year | 2021-12-31 | $22,631,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $655,749 |
Total interest from all sources | 2021-12-31 | $42,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $440,805 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $440,805 |
Administrative expenses professional fees incurred | 2021-12-31 | $102,871 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $13,442,571 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,920,483 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $145 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $15,667 |
Administrative expenses (other) incurred | 2021-12-31 | $352,610 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-905,254 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,726,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $22,631,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $200,268 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,165,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,163,720 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,118,287 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $353,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $353,031 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $42,507 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $1,033,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $504,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,217,978 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $786,519 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $9,558,088 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $33,396,461 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $32,415,975 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2021-12-31 | 454051133 |
2020 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $2,313,061 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $2,313,061 |
Total income from all sources (including contributions) | 2020-12-31 | $4,309,239 |
Total of all expenses incurred | 2020-12-31 | $3,938,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,267,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,800,000 |
Value of total assets at end of year | 2020-12-31 | $22,631,498 |
Value of total assets at beginning of year | 2020-12-31 | $22,260,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $671,556 |
Total interest from all sources | 2020-12-31 | $53,172 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $447,323 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $447,323 |
Administrative expenses professional fees incurred | 2020-12-31 | $108,551 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,920,483 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,901,164 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $15,667 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $24,675 |
Administrative expenses (other) incurred | 2020-12-31 | $385,097 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $370,639 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $22,631,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $22,260,859 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $177,908 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,163,720 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,456,396 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $353,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $550,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $550,956 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $53,172 |
Asset value of US Government securities at end of year | 2020-12-31 | $1,033,990 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $1,106,797 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-304,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,800,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,800,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,920,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,267,044 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $786,519 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $847,947 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $9,558,088 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $8,452,924 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2020-12-31 | 454051133 |
2019 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,840,161 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,840,161 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,840,161 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,840,161 |
Total income from all sources (including contributions) | 2019-12-31 | $6,436,446 |
Total income from all sources (including contributions) | 2019-12-31 | $6,436,446 |
Total of all expenses incurred | 2019-12-31 | $2,130,756 |
Total of all expenses incurred | 2019-12-31 | $2,130,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,385,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,385,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,440,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,440,000 |
Value of total assets at end of year | 2019-12-31 | $22,260,859 |
Value of total assets at end of year | 2019-12-31 | $22,260,859 |
Value of total assets at beginning of year | 2019-12-31 | $17,955,169 |
Value of total assets at beginning of year | 2019-12-31 | $17,955,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $744,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $744,914 |
Total interest from all sources | 2019-12-31 | $61,554 |
Total interest from all sources | 2019-12-31 | $61,554 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $492,072 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $492,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $492,072 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $492,072 |
Administrative expenses professional fees incurred | 2019-12-31 | $94,690 |
Administrative expenses professional fees incurred | 2019-12-31 | $94,690 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,901,164 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,901,164 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,099,055 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,099,055 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $24,675 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $24,675 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $23,032 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $23,032 |
Administrative expenses (other) incurred | 2019-12-31 | $476,080 |
Administrative expenses (other) incurred | 2019-12-31 | $476,080 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,305,690 |
Value of net income/loss | 2019-12-31 | $4,305,690 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,260,859 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $22,260,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,955,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,955,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $174,144 |
Investment advisory and management fees | 2019-12-31 | $174,144 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,456,396 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,456,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,983,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,983,305 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $550,956 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $550,956 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $344,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $344,839 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $344,839 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $344,839 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $61,554 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $61,554 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,106,797 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,106,797 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $958,635 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $958,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $602,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $602,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,440,000 |
Contributions received in cash from employer | 2019-12-31 | $3,440,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,920,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,920,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,050,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,050,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,385,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,385,842 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $847,947 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $847,947 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $936,092 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $936,092 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $8,452,924 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $8,452,924 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $5,560,211 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $5,560,211 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm name | 2019-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2019-12-31 | 454051133 |
Accountancy firm EIN | 2019-12-31 | 454051133 |
2018 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,606,015 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,606,015 |
Total income from all sources (including contributions) | 2018-12-31 | $289,352 |
Total of all expenses incurred | 2018-12-31 | $3,265,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,612,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,500,000 |
Value of total assets at end of year | 2018-12-31 | $17,955,169 |
Value of total assets at beginning of year | 2018-12-31 | $20,931,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $653,173 |
Total interest from all sources | 2018-12-31 | $57,085 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $420,459 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $420,459 |
Administrative expenses professional fees incurred | 2018-12-31 | $89,550 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,099,055 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,862,395 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $23,032 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $20,327 |
Administrative expenses (other) incurred | 2018-12-31 | $390,684 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,976,559 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,955,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,931,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $172,939 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,983,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,537,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $344,839 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $285,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $285,630 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $57,085 |
Asset value of US Government securities at end of year | 2018-12-31 | $958,635 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $878,826 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-82,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,050,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,612,738 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $936,092 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $997,363 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $5,560,211 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $6,999,776 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2018-12-31 | 454051133 |
2017 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,189,868 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,189,868 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,321 |
Total income from all sources (including contributions) | 2017-12-31 | $4,746,381 |
Total of all expenses incurred | 2017-12-31 | $3,433,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,797,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,950,000 |
Value of total assets at end of year | 2017-12-31 | $20,931,728 |
Value of total assets at beginning of year | 2017-12-31 | $19,621,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $636,363 |
Total interest from all sources | 2017-12-31 | $40,543 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $565,970 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $565,970 |
Administrative expenses professional fees incurred | 2017-12-31 | $34,654 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $4,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,862,395 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $4,293,459 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $20,327 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $16,282 |
Administrative expenses (other) incurred | 2017-12-31 | $428,704 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,321 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,312,390 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,931,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,619,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $173,005 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,537,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,859,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $285,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $353,540 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $353,540 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $40,543 |
Asset value of US Government securities at end of year | 2017-12-31 | $878,826 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $782,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,950,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,350,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,797,628 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $997,363 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $773,359 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $6,999,776 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $6,343,229 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2017-12-31 | 454051133 |
2016 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $723,588 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $723,588 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,321 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $17,795 |
Total income from all sources (including contributions) | 2016-12-31 | $4,128,097 |
Total of all expenses incurred | 2016-12-31 | $2,808,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,188,703 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,000,000 |
Value of total assets at end of year | 2016-12-31 | $19,621,659 |
Value of total assets at beginning of year | 2016-12-31 | $18,317,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $619,566 |
Total interest from all sources | 2016-12-31 | $26,084 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $378,425 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $378,425 |
Administrative expenses professional fees incurred | 2016-12-31 | $46,050 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $4,293,459 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $8,228,461 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $16,282 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $10,697 |
Administrative expenses (other) incurred | 2016-12-31 | $414,168 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,321 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $17,795 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,319,828 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,619,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,299,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $159,348 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,859,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,409,212 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $353,540 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $433,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $433,203 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $26,084 |
Asset value of US Government securities at end of year | 2016-12-31 | $782,381 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $604,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,188,703 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $773,359 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $529,862 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $6,343,229 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $4,101,396 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | FREED MAXICK CPAS, P.C. |
Accountancy firm EIN | 2016-12-31 | 454051133 |
2015 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-858,639 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-858,639 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,795 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,822 |
Total income from all sources (including contributions) | 2015-12-31 | $998,399 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,116,790 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,551,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,375,000 |
Value of total assets at end of year | 2015-12-31 | $18,317,305 |
Value of total assets at beginning of year | 2015-12-31 | $19,421,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $565,286 |
Total interest from all sources | 2015-12-31 | $13,398 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $468,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $468,640 |
Administrative expenses professional fees incurred | 2015-12-31 | $86,450 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $82,791 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $45,975 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $10,697 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $26,509 |
Administrative expenses (other) incurred | 2015-12-31 | $317,460 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $17,795 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,118,391 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,299,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,417,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $161,376 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,637,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,216,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $433,203 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,421,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,421,375 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $13,398 |
Asset value of US Government securities at end of year | 2015-12-31 | $521,683 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $403,261 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,375,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,551,504 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $529,862 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $165,956 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $4,101,396 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $8,141,946 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | FREED MAXICK, CPAS PC |
Accountancy firm EIN | 2015-12-31 | 454051133 |
2014 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $435,734 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $435,734 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,822 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $41,645 |
Total income from all sources (including contributions) | 2014-12-31 | $1,470,734 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,490,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,890,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,035,000 |
Value of total assets at end of year | 2014-12-31 | $19,421,723 |
Value of total assets at beginning of year | 2014-12-31 | $20,479,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $599,730 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $74,007 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $4,845 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $45,975 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $50,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $26,509 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $39,334 |
Administrative expenses (other) incurred | 2014-12-31 | $312,146 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,822 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $41,645 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,019,525 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,417,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,437,426 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $213,577 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,216,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,594,468 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,421,375 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,480,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,480,408 |
Asset value of US Government securities at end of year | 2014-12-31 | $403,261 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $448,102 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,035,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,890,529 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $165,956 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $133,223 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $8,141,946 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $8,428,293 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FREED MAXICK, CPAS PC |
Accountancy firm EIN | 2014-12-31 | 454051133 |
2013 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,678,864 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,678,864 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $41,645 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $32,438 |
Total income from all sources (including contributions) | 2013-12-31 | $3,178,864 |
Total of all expenses incurred | 2013-12-31 | $2,450,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,053,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,500,000 |
Value of total assets at end of year | 2013-12-31 | $20,479,071 |
Value of total assets at beginning of year | 2013-12-31 | $19,741,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $396,613 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $100,490 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $4,845 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $5,110 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $50,398 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $156,892 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $39,334 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $107,589 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $41,645 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $32,438 |
Administrative expenses (other) incurred | 2013-12-31 | $88,948 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $728,691 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,437,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $19,708,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $207,175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,594,468 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,032,981 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,480,408 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $809,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $809,577 |
Asset value of US Government securities at end of year | 2013-12-31 | $448,102 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $532,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,053,560 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $133,223 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $121,763 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $8,428,293 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $6,974,941 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FREED MAXICK, CPAS PC |
Accountancy firm EIN | 2013-12-31 | 454051133 |
2012 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,950,814 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,950,814 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $32,438 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $569,354 |
Total income from all sources (including contributions) | 2012-12-31 | $2,650,814 |
Total of all expenses incurred | 2012-12-31 | $1,608,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,285,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $700,000 |
Value of total assets at end of year | 2012-12-31 | $19,741,173 |
Value of total assets at beginning of year | 2012-12-31 | $19,235,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $323,088 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $46,195 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $5,110 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $4,831 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $156,892 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $314,298 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $107,589 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $17,055 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $32,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $569,354 |
Administrative expenses (other) incurred | 2012-12-31 | $80,155 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,042,398 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $19,708,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,666,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $196,738 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,032,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,964,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $809,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,122,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,122,738 |
Asset value of US Government securities at end of year | 2012-12-31 | $532,320 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $327,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $700,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,285,328 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $121,763 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $135,735 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $6,974,941 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $6,348,863 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FREED MAXICK, CPAS PC |
Accountancy firm EIN | 2012-12-31 | 454051133 |
2011 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-608,638 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-608,638 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $569,354 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,309,853 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,816,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,528,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,918,491 |
Value of total assets at end of year | 2011-12-31 | $19,235,691 |
Value of total assets at beginning of year | 2011-12-31 | $19,173,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $288,440 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $46,670 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $4,831 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $69,169 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $314,298 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $221,986 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $17,055 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $281,939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $569,354 |
Administrative expenses (other) incurred | 2011-12-31 | $54,623 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-507,137 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,666,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,173,474 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $1,435,975 |
Investment advisory and management fees | 2011-12-31 | $187,147 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,964,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $30,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,122,738 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $375,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $375,350 |
Asset value of US Government securities at end of year | 2011-12-31 | $327,751 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $3,117,891 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,918,491 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,873,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,528,550 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $411,745 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $135,735 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $2,301,838 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $6,348,863 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $9,053,212 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FREED MAXICK, CPAS PC |
Accountancy firm EIN | 2011-12-31 | 454051133 |
2010 : PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,648,126 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,648,126 |
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 | $3,522,091 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,566,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,203,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,873,965 |
Value of total assets at end of year | 2010-12-31 | $19,173,474 |
Value of total assets at beginning of year | 2010-12-31 | $17,218,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $363,352 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $76,583 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $69,169 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $152,730 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $221,986 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $281,939 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $108,207 |
Administrative expenses (other) incurred | 2010-12-31 | $161,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,955,124 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $19,173,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,218,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $1,435,975 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,533,082 |
Investment advisory and management fees | 2010-12-31 | $124,836 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $30,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $142,397 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $375,350 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,111,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,111,772 |
Asset value of US Government securities at end of year | 2010-12-31 | $3,117,891 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $3,432,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,873,965 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,873,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,203,615 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $411,745 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $567,509 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $2,301,838 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $2,309,421 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $9,053,212 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $7,860,625 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FREED MAXICK & BATTAGLIA, CPAS PC |
Accountancy firm EIN | 2010-12-31 | 161608956 |
2022: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR EMPLOYEES OF UNITED MEMORIAL MEDICAL CENTER 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |