401k Plan data: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN plan

UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN
Plan identification number	002

UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED MEMORIAL MEDICAL CENTER has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 THOMAS CRILLY
002 2016-01-01 SONJA GONYEA
002 2015-01-01 SONJA GONYEA
002 2014-01-01 SONJA GONYEA
002 2013-01-01 SONJA GONYEA
002 2012-01-01 SONJA GONYEA
002 2011-01-01 SONJA GONYEA
002 2010-01-01 SONJA GONYEA
002 2009-01-01 SONJA GONYEA

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01	THOMAS CRILLY
002	2016-01-01	SONJA GONYEA
002	2015-01-01	SONJA GONYEA
002	2014-01-01	SONJA GONYEA
002	2013-01-01	SONJA GONYEA
002	2012-01-01	SONJA GONYEA
002	2011-01-01	SONJA GONYEA
002	2010-01-01	SONJA GONYEA
002	2009-01-01	SONJA GONYEA

Plan Statistics for UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure Date Value
2017: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,043
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,002
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 852
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 178
Total of all active and inactive participants 2016-01-01 1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,043
Number of participants with account balances 2016-01-01 793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 915
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 837
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 157
Total of all active and inactive participants 2015-01-01 1,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,002
Number of participants with account balances 2015-01-01 746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 917
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 771
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 139
Total of all active and inactive participants 2014-01-01 914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 915
Number of participants with account balances 2014-01-01 692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 774
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 142
Total of all active and inactive participants 2013-01-01 917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 917
Number of participants with account balances 2013-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 893
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 791
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 114
Total of all active and inactive participants 2012-01-01 906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 906
Number of participants with account balances 2012-01-01 663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 853
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 787
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 105
Total of all active and inactive participants 2011-01-01 892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 893
Number of participants with account balances 2011-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 824
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 767
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 85
Total of all active and inactive participants 2010-01-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 853
Number of participants with account balances 2010-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 745
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 78
Total of all active and inactive participants 2009-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 824
Number of participants with account balances 2009-01-01 600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,043
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,002
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	852
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	178
Total of all active and inactive participants	2016-01-01	1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,043
Number of participants with account balances	2016-01-01	793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	915
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	837
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	157
Total of all active and inactive participants	2015-01-01	1,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,002
Number of participants with account balances	2015-01-01	746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	917
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	771
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	139
Total of all active and inactive participants	2014-01-01	914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	915
Number of participants with account balances	2014-01-01	692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	774
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	142
Total of all active and inactive participants	2013-01-01	917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	917
Number of participants with account balances	2013-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	893
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	791
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	114
Total of all active and inactive participants	2012-01-01	906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	906
Number of participants with account balances	2012-01-01	663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	853
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	787
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	105
Total of all active and inactive participants	2011-01-01	892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	893
Number of participants with account balances	2011-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	824
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	767
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	85
Total of all active and inactive participants	2010-01-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	853
Number of participants with account balances	2010-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	745
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	78
Total of all active and inactive participants	2009-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	824
Number of participants with account balances	2009-01-01	600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN

Measure	Date	Value
2017 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-07-03	$0
Total transfer of assets from this plan	2017-07-03	$44,533,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-03	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-07-03	$0
Total income from all sources (including contributions)	2017-07-03	$5,525,828
Total loss/gain on sale of assets	2017-07-03	$0
Total of all expenses incurred	2017-07-03	$2,347,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-07-03	$2,275,668
Expenses. Certain deemed distributions of participant loans	2017-07-03	$6,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-07-03	$1,949,773
Value of total assets at end of year	2017-07-03	$0
Value of total assets at beginning of year	2017-07-03	$41,354,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-07-03	$64,793
Total interest from all sources	2017-07-03	$9,195
Total dividends received (eg from common stock, registered investment company shares)	2017-07-03	$123,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-07-03	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-07-03	$123,781
Was this plan covered by a fidelity bond	2017-07-03	Yes
Value of fidelity bond cover	2017-07-03	$1,000,000
If this is an individual account plan, was there a blackout period	2017-07-03	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-07-03	$0
Were there any nonexempt tranactions with any party-in-interest	2017-07-03	No
Contributions received from participants	2017-07-03	$1,242,558
Participant contributions at end of year	2017-07-03	$0
Participant contributions at beginning of year	2017-07-03	$503,159
Income. Received or receivable in cash from other sources (including rollovers)	2017-07-03	$164,702
Administrative expenses (other) incurred	2017-07-03	$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-07-03	No
Value of net income/loss	2017-07-03	$3,178,571
Value of net assets at end of year (total assets less liabilities)	2017-07-03	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-07-03	$41,354,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-07-03	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-07-03	No
Were any leases to which the plan was party in default or uncollectible	2017-07-03	No
Investment advisory and management fees	2017-07-03	$57,747
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-07-03	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-07-03	$36,828,119
Value of interest in pooled separate accounts at end of year	2017-07-03	$0
Value of interest in pooled separate accounts at beginning of year	2017-07-03	$4,023,375
Interest on participant loans	2017-07-03	$9,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-07-03	$3,406,135
Net investment gain/loss from pooled separate accounts	2017-07-03	$36,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-07-03	No
Was there a failure to transmit to the plan any participant contributions	2017-07-03	No
Has the plan failed to provide any benefit when due under the plan	2017-07-03	No
Contributions received in cash from employer	2017-07-03	$542,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-07-03	$2,275,668
Contract administrator fees	2017-07-03	$4,846
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	2017-07-03	Yes
Did the plan have assets held for investment	2017-07-03	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	2017-07-03	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-07-03	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-07-03	Yes
Opinion of an independent qualified public accountant for this plan	2017-07-03	Disclaimer
Accountancy firm name	2017-07-03	FREED MAXICK CPA'S, PC
Accountancy firm EIN	2017-07-03	454051133
2016 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$7,203,000
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,595,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,482,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,501,330
Value of total assets at end of year	2016-12-31	$41,354,653
Value of total assets at beginning of year	2016-12-31	$36,747,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$112,804
Total interest from all sources	2016-12-31	$23,730
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,393,293
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	$1,393,293
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,427,233
Participant contributions at end of year	2016-12-31	$503,159
Participant contributions at beginning of year	2016-12-31	$530,837
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$968,401
Administrative expenses (other) incurred	2016-12-31	$3,530
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	$4,607,213
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$41,354,653
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$36,747,440
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	$101,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$36,828,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$33,901,088
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,023,375
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,315,515
Interest on participant loans	2016-12-31	$23,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,206,476
Net investment gain/loss from pooled separate accounts	2016-12-31	$78,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$1,105,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,482,983
Contract administrator fees	2016-12-31	$7,645
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 CPA'S, PC
Accountancy firm EIN	2016-12-31	454051133
2015 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$4,778,317
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,804,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,700,009
Value of total corrective distributions	2015-12-31	$1,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,699,955
Value of total assets at end of year	2015-12-31	$36,747,440
Value of total assets at beginning of year	2015-12-31	$33,773,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$102,658
Total interest from all sources	2015-12-31	$21,929
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,666,225
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	$1,666,225
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,386,981
Participant contributions at end of year	2015-12-31	$530,837
Participant contributions at beginning of year	2015-12-31	$458,744
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,214,788
Administrative expenses (other) incurred	2015-12-31	$2,326
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	$2,974,204
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$36,747,440
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,773,236
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	$93,658
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$33,901,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$31,051,069
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,315,515
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,263,423
Interest on participant loans	2015-12-31	$21,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,660,987
Net investment gain/loss from pooled separate accounts	2015-12-31	$51,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$1,098,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,700,009
Contract administrator fees	2015-12-31	$6,674
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 CPA'S, PC
Accountancy firm EIN	2015-12-31	454051133
2014 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$5,697,854
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,938,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,913,859
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-5,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,923,136
Value of total assets at end of year	2014-12-31	$33,773,236
Value of total assets at beginning of year	2014-12-31	$30,014,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,136
Total interest from all sources	2014-12-31	$18,929
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,321,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,321,697
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,179,382
Participant contributions at end of year	2014-12-31	$458,744
Participant contributions at beginning of year	2014-12-31	$446,730
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$734,816
Administrative expenses (other) incurred	2014-12-31	$2,175
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	$3,759,183
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,773,236
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$30,014,053
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	$21,688
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$31,051,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,536,362
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,263,423
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,030,961
Interest on participant loans	2014-12-31	$18,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$400,925
Net investment gain/loss from pooled separate accounts	2014-12-31	$33,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$1,008,938
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,913,859
Contract administrator fees	2014-12-31	$6,273
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 CPA'S, PC
Accountancy firm EIN	2014-12-31	454051133
2013 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$7,752,641
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,282,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,273,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,136,441
Value of total assets at end of year	2013-12-31	$30,014,053
Value of total assets at beginning of year	2013-12-31	$24,544,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,258
Total interest from all sources	2013-12-31	$16,351
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$824,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$824,432
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,934,346
Participant contributions at end of year	2013-12-31	$446,730
Participant contributions at beginning of year	2013-12-31	$397,150
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$67,773
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$108,555
Administrative expenses (other) incurred	2013-12-31	$2,074
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	$5,469,953
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$30,014,053
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$24,544,100
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,536,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$21,453,418
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,030,961
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,574,694
Interest on participant loans	2013-12-31	$16,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,735,798
Net investment gain/loss from pooled separate accounts	2013-12-31	$39,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$1,093,540
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$51,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,273,430
Contract administrator fees	2013-12-31	$7,184
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 CPA'S, PC
Accountancy firm EIN	2013-12-31	454051133
2012 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,230,727
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,301,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,292,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,404,072
Value of total assets at end of year	2012-12-31	$24,544,100
Value of total assets at beginning of year	2012-12-31	$19,614,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,696
Total interest from all sources	2012-12-31	$15,393
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$488,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$488,052
Administrative expenses professional fees incurred	2012-12-31	$6,721
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,766,750
Participant contributions at end of year	2012-12-31	$397,150
Participant contributions at beginning of year	2012-12-31	$383,203
Participant contributions at end of year	2012-12-31	$67,773
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$278,292
Administrative expenses (other) incurred	2012-12-31	$1,975
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	$4,929,151
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$24,544,100
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$19,614,949
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$21,453,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,240,593
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,574,694
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,991,153
Interest on participant loans	2012-12-31	$15,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,264,235
Net investment gain/loss from pooled separate accounts	2012-12-31	$58,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$1,359,030
Employer contributions (assets) at end of year	2012-12-31	$51,065
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,292,880
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 CPA'S, PC
Accountancy firm EIN	2012-12-31	454051133
2011 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,985,301
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,138,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,095,119
Expenses. Certain deemed distributions of participant loans	2011-12-31	$34,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,256,351
Value of total assets at end of year	2011-12-31	$19,614,949
Value of total assets at beginning of year	2011-12-31	$17,768,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,557
Total interest from all sources	2011-12-31	$14,622
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$317,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$317,828
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,758,404
Participant contributions at end of year	2011-12-31	$383,203
Participant contributions at beginning of year	2011-12-31	$294,193
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$86,187
Administrative expenses (other) incurred	2011-12-31	$1,600
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	$1,846,850
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$19,614,949
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,768,099
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,240,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$15,931,292
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,991,153
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,542,614
Interest on participant loans	2011-12-31	$14,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-655,445
Net investment gain/loss from pooled separate accounts	2011-12-31	$51,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$1,411,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,095,119
Contract administrator fees	2011-12-31	$6,957
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 CPA'S, PC
Accountancy firm EIN	2011-12-31	454051133
2010 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,130,184
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$777,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$769,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,079,244
Value of total assets at end of year	2010-12-31	$17,768,099
Value of total assets at beginning of year	2010-12-31	$13,415,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,605
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$268,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$268,192
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,643,021
Participant contributions at end of year	2010-12-31	$294,193
Participant contributions at beginning of year	2010-12-31	$172,566
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$94,135
Administrative expenses (other) incurred	2010-12-31	$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,352,976
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,768,099
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,415,123
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$15,931,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,167,766
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,542,614
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,074,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,740,845
Net investment gain/loss from pooled separate accounts	2010-12-31	$41,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,342,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$769,603
Contract administrator fees	2010-12-31	$6,630
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FREED MAXICK & BATTAGLIA, PC CPA'S
Accountancy firm EIN	2010-12-31	161608956
2009 : UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN

2017: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED MEMORIAL MEDICAL CENTER 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32957

Policy instance

Insurance contract or identification number	32957
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-07-03
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32957

Policy instance

Insurance contract or identification number	32957
Number of Individuals Covered	746
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

32957

Policy instance

Insurance contract or identification number	32957
Number of Individuals Covered	915
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

29228

Policy instance

Insurance contract or identification number	29228
Number of Individuals Covered	917
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

29228

Policy instance

Insurance contract or identification number	29228
Number of Individuals Covered	792
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

29228

Policy instance

Insurance contract or identification number	29228
Number of Individuals Covered	655
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

29228

Policy instance

Insurance contract or identification number	29228
Number of Individuals Covered	853
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

UNITED MEMORIAL HOSPITAL 401A RETIREMENT [EIN = 381358412]

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Company Name:	UNITED MEMORIAL MEDICAL CENTER
Employer identification number (EIN):	160743029
NAIC Classification:	622000
NAIC Description:	Hospitals

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