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RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 401k Plan overview

Plan NameRETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER
Plan identification number 004

RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.

401k Sponsoring company profile

OLEAN GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:OLEAN GENERAL HOSPITAL
Employer identification number (EIN):160743102
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about OLEAN GENERAL HOSPITAL

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1898-07-18
Company Identification Number: 22891
Legal Registered Office Address: 515 MAIN STREET
Cattaraugus
OLEAN
United States of America (USA)
14760

More information about OLEAN GENERAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01

Plan Statistics for RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER

401k plan membership statisitcs for RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER

Measure Date Value
2020: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2020 401k membership
Total participants, beginning-of-year2020-01-01922
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2019 401k membership
Total participants, beginning-of-year2019-01-01870
Total number of active participants reported on line 7a of the Form 55002019-01-01527
Number of other retired or separated participants entitled to future benefits2019-01-01389
Total of all active and inactive participants2019-01-01916
Total participants2019-01-01916
Number of participants with account balances2019-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2018 401k membership
Total participants, beginning-of-year2018-01-01839
Total number of active participants reported on line 7a of the Form 55002018-01-01545
Number of other retired or separated participants entitled to future benefits2018-01-01334
Total of all active and inactive participants2018-01-01879
Total participants2018-01-01879
Number of participants with account balances2018-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012

Financial Data on RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER

Measure Date Value
2020 : RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2020 401k financial data
Total transfer of assets from this plan2020-06-30$24,735,616
Total income from all sources (including contributions)2020-06-30$-320,509
Total of all expenses incurred2020-06-30$1,241,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,201,080
Value of total corrective distributions2020-06-30$2,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$532,900
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$26,297,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$37,350
Total interest from all sources2020-06-30$69,060
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$101,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$24,735,616
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$101,669
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$403,536
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$311,109
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$5,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,561,881
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$26,297,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$21,028,516
Interest on participant loans2020-06-30$8,065
Interest earned on other investments2020-06-30$60,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,304,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-1,024,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$123,966
Employer contributions (assets) at beginning of year2020-06-30$653,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,201,080
Contract administrator fees2020-06-30$37,350
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LUMSDEN & MCCORMICK LLP
Accountancy firm EIN2020-06-30160765486
2019 : RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,126,063
Total of all expenses incurred2019-12-31$4,320,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,232,283
Expenses. Certain deemed distributions of participant loans2019-12-31$16,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,865,030
Value of total assets at end of year2019-12-31$26,297,497
Value of total assets at beginning of year2019-12-31$24,491,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,689
Total interest from all sources2019-12-31$148,283
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,242,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,242,365
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$915,200
Participant contributions at end of year2019-12-31$311,109
Participant contributions at beginning of year2019-12-31$364,931
Participant contributions at beginning of year2019-12-31$36,284
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,805,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,297,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,491,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,028,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,867,450
Interest on participant loans2019-12-31$17,743
Interest earned on other investments2019-12-31$130,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,304,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,503,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,870,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$949,391
Employer contributions (assets) at end of year2019-12-31$653,796
Employer contributions (assets) at beginning of year2019-12-31$719,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,232,283
Contract administrator fees2019-12-31$71,689
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUMSDEN & MCCORMICK LLP
Accountancy firm EIN2019-12-31160765486
2018 : RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$904,323
Total of all expenses incurred2018-12-31$2,243,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,169,045
Expenses. Certain deemed distributions of participant loans2018-12-31$1,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,079,418
Value of total assets at end of year2018-12-31$24,491,859
Value of total assets at beginning of year2018-12-31$25,830,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,881
Total interest from all sources2018-12-31$149,756
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,532,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,532,975
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,051,213
Participant contributions at end of year2018-12-31$364,931
Participant contributions at beginning of year2018-12-31$409,113
Participant contributions at end of year2018-12-31$36,284
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,338,838
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,491,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,830,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,867,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,320,133
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$17,955
Interest earned on other investments2018-12-31$131,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,503,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,370,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,857,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,027,642
Employer contributions (assets) at end of year2018-12-31$719,750
Employer contributions (assets) at beginning of year2018-12-31$730,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,169,045
Contract administrator fees2018-12-31$72,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUMSDEN & MCCORMICK LLP
Accountancy firm EIN2018-12-31160765486

Form 5500 Responses for RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER

2020: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF BRADFORD REGIONAL MEDICAL CENTER 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63687
Policy instance 1
Insurance contract or identification number63687
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63687
Policy instance 1
Insurance contract or identification number63687
Number of Individuals Covered868
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63687
Policy instance 1
Insurance contract or identification number63687
Number of Individuals Covered841
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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