OLEAN GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 plan | 2020-06-30 | $24,735,616 |
| Total income from all sources (including contributions) | 2020-06-30 | $-320,509 |
| Total of all expenses incurred | 2020-06-30 | $1,241,372 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,201,080 |
| Value of total corrective distributions | 2020-06-30 | $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 year | 2020-06-30 | $0 |
| Value of total assets at beginning of year | 2020-06-30 | $26,297,497 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $37,350 |
| Total interest from all sources | 2020-06-30 | $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 year | 2020-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-06-30 | $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 bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $403,536 |
| Participant contributions at end of year | 2020-06-30 | $0 |
| Participant contributions at beginning of year | 2020-06-30 | $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 appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-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) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $21,028,516 |
| Interest on participant loans | 2020-06-30 | $8,065 |
| Interest earned on other investments | 2020-06-30 | $60,995 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $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 assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $123,966 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $653,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,201,080 |
| Contract administrator fees | 2020-06-30 | $37,350 |
| Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | LUMSDEN & MCCORMICK LLP |
| Accountancy firm EIN | 2020-06-30 | 160765486 |
| 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 incurred | 2019-12-31 | $4,320,425 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,232,283 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $26,297,497 |
| Value of total assets at beginning of year | 2019-12-31 | $24,491,859 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $71,689 |
| Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,242,365 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $915,200 |
| Participant contributions at end of year | 2019-12-31 | $311,109 |
| Participant contributions at beginning of year | 2019-12-31 | $364,931 |
| Participant contributions at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,028,516 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,867,450 |
| Interest on participant loans | 2019-12-31 | $17,743 |
| Interest earned on other investments | 2019-12-31 | $130,540 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $4,304,076 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $949,391 |
| Employer contributions (assets) at end of year | 2019-12-31 | $653,796 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $719,750 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,232,283 |
| Contract administrator fees | 2019-12-31 | $71,689 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | LUMSDEN & MCCORMICK LLP |
| Accountancy firm EIN | 2019-12-31 | 160765486 |
| 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 incurred | 2018-12-31 | $2,243,161 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,169,045 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $24,491,859 |
| Value of total assets at beginning of year | 2018-12-31 | $25,830,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $72,881 |
| Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,532,975 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,051,213 |
| Participant contributions at end of year | 2018-12-31 | $364,931 |
| Participant contributions at beginning of year | 2018-12-31 | $409,113 |
| Participant contributions at end of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,867,450 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,320,133 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
| Interest on participant loans | 2018-12-31 | $17,955 |
| Interest earned on other investments | 2018-12-31 | $131,801 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,503,444 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,027,642 |
| Employer contributions (assets) at end of year | 2018-12-31 | $719,750 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $730,474 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,169,045 |
| Contract administrator fees | 2018-12-31 | $72,881 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | LUMSDEN & MCCORMICK LLP |
| Accountancy firm EIN | 2018-12-31 | 160765486 |
