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RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL
Plan identification number 001

RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALKER COUNTY HOSPITAL CORPORATION, DBA HUNTSVILLE MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:WALKER COUNTY HOSPITAL CORPORATION, DBA HUNTSVILLE MEMORIAL HOSPITAL
Employer identification number (EIN):203069241
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01JOHN MOORE JOHN MOORE2018-10-15
0012016-01-01SHANNON BROWN SHANNON BROWN2017-10-16
0012015-01-01SHANNON BROWN SHANNON BROWN2016-10-17
0012014-01-01SHANNON BROWN SHANNON BROWN2015-10-13
0012013-01-01SHANNON BROWN SHANNON BROWN2014-10-15
0012012-01-01SHANNON BROWN SHANNON BROWN2013-10-15
0012011-01-01SALLY I. NELSON
0012009-01-01FRED HAMILTON
0012008-01-01FRED HAMILTON
0012006-01-01FRED HAMILTON

Plan Statistics for RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL

Measure Date Value
2018: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-3115,537,484
Acturial value of plan assets2018-12-3114,792,063
Funding target for retired participants and beneficiaries receiving payment2018-12-317,501,486
Number of terminated vested participants2018-12-31142
Fundng target for terminated vested participants2018-12-315,007,582
Active participant vested funding target2018-12-313,307,583
Number of active participants2018-12-3165
Total funding liabilities for active participants2018-12-313,328,492
Total participant count2018-12-31338
Total funding target for all participants2018-12-3115,837,560
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31128
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31128
Present value of excess contributions2018-12-313,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-313,650
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,798
Total employer contributions2018-12-31223,897
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31215,271
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31172,000
Net shortfall amortization installment of oustanding balance2018-12-311,049,295
Total funding amount beforereflecting carryover/prefunding balances2018-12-31213,182
Additional cash requirement2018-12-31213,182
Contributions allocatedtoward minimum required contributions for current year2018-12-31215,271
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-01121
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-3113,674,070
Acturial value of plan assets2017-12-3114,203,395
Funding target for retired participants and beneficiaries receiving payment2017-12-316,866,460
Number of terminated vested participants2017-12-31136
Fundng target for terminated vested participants2017-12-314,437,115
Active participant vested funding target2017-12-313,973,685
Number of active participants2017-12-3182
Total funding liabilities for active participants2017-12-314,003,550
Total participant count2017-12-31341
Total funding target for all participants2017-12-3115,307,125
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3191
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3191
Present value of excess contributions2017-12-3131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3133
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3133
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31128
Total employer contributions2017-12-31569,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31550,231
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31177,000
Net shortfall amortization installment of oustanding balance2017-12-311,103,858
Total funding amount beforereflecting carryover/prefunding balances2017-12-31546,782
Additional cash requirement2017-12-31546,782
Contributions allocatedtoward minimum required contributions for current year2017-12-31550,231
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01337
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-01112
Number of other retired or separated participants entitled to future benefits2017-01-01141
Total of all active and inactive participants2017-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-3113,258,928
Acturial value of plan assets2016-12-3114,141,820
Funding target for retired participants and beneficiaries receiving payment2016-12-316,915,226
Number of terminated vested participants2016-12-31144
Fundng target for terminated vested participants2016-12-314,212,941
Active participant vested funding target2016-12-313,839,579
Number of active participants2016-12-3183
Total funding liabilities for active participants2016-12-313,871,817
Total participant count2016-12-31346
Total funding target for all participants2016-12-3114,999,984
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3129
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3129
Present value of excess contributions2016-12-3158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3162
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3191
Total employer contributions2016-12-31675,633
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31649,616
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31166,000
Net shortfall amortization installment of oustanding balance2016-12-31858,255
Total funding amount beforereflecting carryover/prefunding balances2016-12-31649,585
Additional cash requirement2016-12-31649,585
Contributions allocatedtoward minimum required contributions for current year2016-12-31649,616
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-01104
Number of other retired or separated participants entitled to future benefits2016-01-01136
Total of all active and inactive participants2016-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-01356
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-01144
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-01358
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-01356
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-01367
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Number of retired or separated participants receiving benefits2013-01-0197
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-01372
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-0192
Number of other retired or separated participants entitled to future benefits2012-01-01147
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-01579
Total number of active participants reported on line 7a of the Form 55002011-01-01625
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01728
Number of participants with account balances2011-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0157
2009: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-01396
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-01127
Total of all active and inactive participants2009-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2008 401k membership
Total participants, beginning-of-year2008-01-01396
Total number of active participants reported on line 7a of the Form 55002008-01-01170
Number of retired or separated participants receiving benefits2008-01-0179
Number of other retired or separated participants entitled to future benefits2008-01-01127
Total of all active and inactive participants2008-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-0114
Total participants2008-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2006: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2006 401k membership
Total participants, beginning-of-year2006-01-01420
Total number of active participants reported on line 7a of the Form 55002006-01-01226
Number of retired or separated participants receiving benefits2006-01-0165
Number of other retired or separated participants entitled to future benefits2006-01-01111
Total of all active and inactive participants2006-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-018
Total participants2006-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-0118
Number of employers contributing to the scheme2006-01-0121

Financial Data on RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL

Measure Date Value
2018 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$-8,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$-6,610
Total income from all sources (including contributions)2018-12-31$-184,463
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,071,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,071,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$223,897
Value of total assets at end of year2018-12-31$14,273,462
Value of total assets at beginning of year2018-12-31$15,530,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$643,861
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$643,861
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$26,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,255,908
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,281,576
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,537,484
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$12,087,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,981,372
Value of interest in common/collective trusts at end of year2018-12-31$1,316,250
Value of interest in common/collective trusts at beginning of year2018-12-31$1,769,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$762,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$753,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$753,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-941,024
Net investment gain or loss from common/collective trusts2018-12-31$-111,197
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$223,897
Employer contributions (assets) at end of year2018-12-31$80,829
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,071,445
Liabilities. Value of benefit claims payable at end of year2018-12-31$-8,114
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$-6,610
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 name2018-12-31CARR, RIGGS AND INGRAM
Accountancy firm EIN2018-12-31721396621
2017 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$-6,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,999
Total income from all sources (including contributions)2017-12-31$2,693,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$830,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$830,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$569,000
Value of total assets at end of year2017-12-31$15,530,874
Value of total assets at beginning of year2017-12-31$13,681,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$793,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$793,319
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$26,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,863,414
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,537,484
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,674,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,981,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,382,335
Value of interest in common/collective trusts at end of year2017-12-31$1,769,188
Value of interest in common/collective trusts at beginning of year2017-12-31$1,603,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$753,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$668,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$668,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,001,441
Net investment gain or loss from common/collective trusts2017-12-31$329,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$569,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$830,294
Liabilities. Value of benefit claims payable at end of year2017-12-31$-6,610
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,999
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR, RIGGS AND INGRAM
Accountancy firm EIN2017-12-31721396621
2016 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,968
Total income from all sources (including contributions)2016-12-31$1,279,331
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$864,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$864,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$675,633
Value of total assets at end of year2016-12-31$13,681,069
Value of total assets at beginning of year2016-12-31$13,260,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$475,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$475,694
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$26,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$415,142
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,674,070
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,258,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,382,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,472,659
Value of interest in common/collective trusts at end of year2016-12-31$1,603,715
Value of interest in common/collective trusts at beginning of year2016-12-31$3,246,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$668,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$513,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$513,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-28,220
Net investment gain or loss from common/collective trusts2016-12-31$156,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$675,633
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$864,189
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,999
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,968
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR, RIGGS AND INGRAM
Accountancy firm EIN2016-12-31721396621
2015 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,127
Total income from all sources (including contributions)2015-12-31$501,136
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$862,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$862,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$648,910
Value of total assets at end of year2015-12-31$13,260,896
Value of total assets at beginning of year2015-12-31$13,621,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$405,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$405,293
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$22,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-361,615
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,258,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,620,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,472,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,672,938
Value of interest in common/collective trusts at end of year2015-12-31$3,246,818
Value of interest in common/collective trusts at beginning of year2015-12-31$3,451,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$513,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$474,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$474,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-451,481
Net investment gain or loss from common/collective trusts2015-12-31$-101,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$648,910
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$862,751
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,968
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,127
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARR, RIGGS AND INGRAM
Accountancy firm EIN2015-12-31721396621
2014 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,018
Total income from all sources (including contributions)2014-12-31$878,292
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$731,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$731,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$477,104
Value of total assets at end of year2014-12-31$13,621,670
Value of total assets at beginning of year2014-12-31$13,474,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$453,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$453,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$22,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$18,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$146,915
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,620,543
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,473,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,672,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,550,217
Value of interest in common/collective trusts at end of year2014-12-31$3,451,472
Value of interest in common/collective trusts at beginning of year2014-12-31$3,906,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$474,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-269,972
Net investment gain or loss from common/collective trusts2014-12-31$218,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$477,104
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$731,377
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,127
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARR, RIGGS AND INGRAM
Accountancy firm EIN2014-12-31721396621
2013 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,018
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$2,585,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$733,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$733,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$619,568
Value of total assets at end of year2013-12-31$13,474,646
Value of total assets at beginning of year2013-12-31$11,621,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$266,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$266,611
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$18,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,859
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,852,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,473,628
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,621,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,550,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,797,625
Value of interest in common/collective trusts at end of year2013-12-31$3,906,354
Value of interest in common/collective trusts at beginning of year2013-12-31$1,807,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,059,712
Net investment gain or loss from common/collective trusts2013-12-31$639,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$619,568
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$733,425
Contract administrator fees2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,018
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2013-12-31743121060
2012 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$41,003
Total income from all sources (including contributions)2012-12-31$1,524,106
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$728,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$714,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$539,864
Value of total assets at end of year2012-12-31$11,621,257
Value of total assets at beginning of year2012-12-31$10,866,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,874
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$163,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$163,098
Administrative expenses professional fees incurred2012-12-31$10,510
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$795,720
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,621,257
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,825,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,797,625
Value of interest in master investment trust accounts at beginning of year2012-12-31$10,866,540
Value of interest in common/collective trusts at end of year2012-12-31$1,807,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$634,846
Net investment gain or loss from common/collective trusts2012-12-31$186,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$539,864
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$714,512
Contract administrator fees2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$41,003
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2012-12-31743121060
2011 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$41,003
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$640,284
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$683,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$683,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$824,718
Value of total assets at end of year2011-12-31$10,866,540
Value of total assets at beginning of year2011-12-31$10,869,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$91,875
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,265,247
Participant contributions at end of year2011-12-31$109,764
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,289,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-43,636
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,825,537
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,869,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,064,689
Interest on participant loans2011-12-31$1,811
Interest earned on other investments2011-12-31$34,394
Value of interest in master investment trust accounts at end of year2011-12-31$10,866,540
Value of interest in master investment trust accounts at beginning of year2011-12-31$10,547,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,698,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$824,718
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$320,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$683,920
Contract administrator fees2011-12-31$24,492
Liabilities. Value of benefit claims payable at end of year2011-12-31$41,003
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2011-12-31743121060
2010 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,530,593
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$602,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$602,752
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$440,939
Value of total assets at end of year2010-12-31$10,869,173
Value of total assets at beginning of year2010-12-31$9,941,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$779
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$927,841
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,869,173
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,941,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$10,547,302
Value of interest in master investment trust accounts at beginning of year2010-12-31$9,940,553
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$440,939
Employer contributions (assets) at end of year2010-12-31$320,120
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$602,752
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2010-12-31743121060
2009 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2009 401k financial data
Unrealized appreciation/depreciation of real estate assets2009-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2009-12-31$0
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total transfer of assets to this plan2009-12-31$0
Total transfer of assets from this plan2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Expenses. Interest paid2009-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,862,618
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$545,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$545,337
Expenses. Certain deemed distributions of participant loans2009-12-31$0
Value of total corrective distributions2009-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$163,000
Value of total assets at end of year2009-12-31$9,941,332
Value of total assets at beginning of year2009-12-31$8,624,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$0
Total income from rents2009-12-31$0
Total interest from all sources2009-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$0
Assets. Real estate other than employer real property at end of year2009-12-31$0
Assets. Real estate other than employer real property at beginning of year2009-12-31$0
Administrative expenses professional fees incurred2009-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2009-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2009-12-31$0
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$2,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$0
Participant contributions at end of year2009-12-31$0
Participant contributions at beginning of year2009-12-31$0
Participant contributions at end of year2009-12-31$0
Participant contributions at beginning of year2009-12-31$0
Assets. Other investments not covered elsewhere at end of year2009-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2009-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2009-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-12-31$779
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-12-31$0
Assets. Loans (other than to participants) at end of year2009-12-31$0
Assets. Loans (other than to participants) at beginning of year2009-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$0
Other income not declared elsewhere2009-12-31$0
Administrative expenses (other) incurred2009-12-31$0
Liabilities. Value of operating payables at end of year2009-12-31$0
Liabilities. Value of operating payables at beginning of year2009-12-31$0
Total non interest bearing cash at end of year2009-12-31$0
Total non interest bearing cash at beginning of year2009-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Income. Non cash contributions2009-12-31$0
Value of net income/loss2009-12-31$1,317,281
Value of net assets at end of year (total assets less liabilities)2009-12-31$9,941,332
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$8,624,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Assets. partnership/joint venture interests at end of year2009-12-31$0
Assets. partnership/joint venture interests at beginning of year2009-12-31$0
Investment advisory and management fees2009-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$0
Interest on participant loans2009-12-31$0
Income. Interest from loans (other than to participants)2009-12-31$0
Interest earned on other investments2009-12-31$0
Income. Interest from US Government securities2009-12-31$0
Income. Interest from corporate debt instruments2009-12-31$0
Value of interest in master investment trust accounts at end of year2009-12-31$9,940,553
Value of interest in master investment trust accounts at beginning of year2009-12-31$8,624,051
Value of interest in common/collective trusts at end of year2009-12-31$0
Value of interest in common/collective trusts at beginning of year2009-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2009-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2009-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2009-12-31$0
Asset value of US Government securities at end of year2009-12-31$0
Asset value of US Government securities at beginning of year2009-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$0
Net investment gain/loss from pooled separate accounts2009-12-31$0
Net investment gain or loss from common/collective trusts2009-12-31$0
Net gain/loss from 103.12 investment entities2009-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Assets. Invements in employer securities at end of year2009-12-31$0
Assets. Invements in employer securities at beginning of year2009-12-31$0
Assets. Value of employer real property at end of year2009-12-31$0
Assets. Value of employer real property at beginning of year2009-12-31$0
Contributions received in cash from employer2009-12-31$163,000
Employer contributions (assets) at end of year2009-12-31$0
Employer contributions (assets) at beginning of year2009-12-31$0
Income. Dividends from preferred stock2009-12-31$0
Income. Dividends from common stock2009-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$545,337
Asset. Corporate debt instrument preferred debt at end of year2009-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2009-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2009-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2009-12-31$0
Contract administrator fees2009-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2009-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2009-12-31$0
Liabilities. Value of benefit claims payable at end of year2009-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2009-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2009-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2009-12-31$0
Did the plan have assets held for investment2009-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Aggregate proceeds on sale of assets2009-12-31$0
Aggregate carrying amount (costs) on sale of assets2009-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2009-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2009-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Unqualified
Accountancy firm name2009-12-31HOLTZMAN PARTNERS
Accountancy firm EIN2009-12-31743121060
2008 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2008 401k financial data
Unrealized appreciation/depreciation of real estate assets2008-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$0
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$8,520
Expenses. Interest paid2008-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022008-12-31$0
Total income from all sources (including contributions)2008-12-31$-3,416,111
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$641,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$528,376
Expenses. Certain deemed distributions of participant loans2008-12-31$0
Value of total corrective distributions2008-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$0
Value of total assets at end of year2008-12-31$8,624,051
Value of total assets at beginning of year2008-12-31$12,690,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$113,033
Total income from rents2008-12-31$0
Total interest from all sources2008-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2008-12-31$0
Assets. Real estate other than employer real property at end of year2008-12-31$0
Assets. Real estate other than employer real property at beginning of year2008-12-31$0
Administrative expenses professional fees incurred2008-12-31$44,350
Assets. Corporate prefeered stocks other than exployer securities at end of year2008-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2008-12-31$0
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$0
Participant contributions at end of year2008-12-31$0
Participant contributions at beginning of year2008-12-31$0
Participant contributions at end of year2008-12-31$0
Participant contributions at beginning of year2008-12-31$0
Assets. Other investments not covered elsewhere at end of year2008-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2008-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2008-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$0
Assets. Loans (other than to participants) at end of year2008-12-31$0
Assets. Loans (other than to participants) at beginning of year2008-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$0
Other income not declared elsewhere2008-12-31$0
Administrative expenses (other) incurred2008-12-31$19,128
Liabilities. Value of operating payables at end of year2008-12-31$0
Liabilities. Value of operating payables at beginning of year2008-12-31$0
Total non interest bearing cash at end of year2008-12-31$0
Total non interest bearing cash at beginning of year2008-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Income. Non cash contributions2008-12-31$0
Value of net income/loss2008-12-31$-4,057,520
Value of net assets at end of year (total assets less liabilities)2008-12-31$8,624,051
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$12,681,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Assets. partnership/joint venture interests at end of year2008-12-31$0
Assets. partnership/joint venture interests at beginning of year2008-12-31$0
Investment advisory and management fees2008-12-31$39,427
Interest on participant loans2008-12-31$0
Income. Interest from loans (other than to participants)2008-12-31$0
Interest earned on other investments2008-12-31$0
Income. Interest from US Government securities2008-12-31$0
Income. Interest from corporate debt instruments2008-12-31$0
Value of interest in master investment trust accounts at end of year2008-12-31$8,624,051
Value of interest in master investment trust accounts at beginning of year2008-12-31$12,690,091
Value of interest in common/collective trusts at end of year2008-12-31$0
Value of interest in common/collective trusts at beginning of year2008-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2008-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2008-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$0
Asset value of US Government securities at end of year2008-12-31$0
Asset value of US Government securities at beginning of year2008-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$0
Net investment gain/loss from pooled separate accounts2008-12-31$0
Net investment gain or loss from common/collective trusts2008-12-31$0
Net gain/loss from 103.12 investment entities2008-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Assets. Invements in employer securities at end of year2008-12-31$0
Assets. Invements in employer securities at beginning of year2008-12-31$0
Assets. Value of employer real property at end of year2008-12-31$0
Assets. Value of employer real property at beginning of year2008-12-31$0
Contributions received in cash from employer2008-12-31$0
Employer contributions (assets) at end of year2008-12-31$0
Employer contributions (assets) at beginning of year2008-12-31$0
Income. Dividends from preferred stock2008-12-31$0
Income. Dividends from common stock2008-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$528,376
Asset. Corporate debt instrument preferred debt at end of year2008-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2008-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2008-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2008-12-31$0
Contract administrator fees2008-12-31$10,128
Assets. Corporate common stocks other than exployer securities at end of year2008-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2008-12-31$0
Liabilities. Value of benefit claims payable at end of year2008-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2008-12-31$8,520
Assets. Value of buildings and other operty used in plan operation at end of year2008-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2008-12-31$0
Did the plan have assets held for investment2008-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Aggregate proceeds on sale of assets2008-12-31$0
Aggregate carrying amount (costs) on sale of assets2008-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2008-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2008-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Unqualified
Accountancy firm name2008-12-31HOLTZMAN,MOELLENBERG,PANOZZO&PERKIN
Accountancy firm EIN2008-12-31743121060
2007 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2007 401k financial data
Unrealized appreciation/depreciation of real estate assets2007-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2007-12-31$0
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total transfer of assets to this plan2007-12-31$0
Total transfer of assets from this plan2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$8,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$1,408
Expenses. Interest paid2007-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022007-12-31$0
Total income from all sources (including contributions)2007-12-31$873,258
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$541,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$432,154
Expenses. Certain deemed distributions of participant loans2007-12-31$0
Value of total corrective distributions2007-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$0
Value of total assets at end of year2007-12-31$12,690,091
Value of total assets at beginning of year2007-12-31$12,351,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$109,322
Total interest from all sources2007-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2007-12-31$0
Assets. Real estate other than employer real property at end of year2007-12-31$0
Assets. Real estate other than employer real property at beginning of year2007-12-31$0
Administrative expenses professional fees incurred2007-12-31$37,162
Assets. Corporate prefeered stocks other than exployer securities at end of year2007-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2007-12-31$0
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$0
Participant contributions at end of year2007-12-31$0
Participant contributions at beginning of year2007-12-31$0
Participant contributions at end of year2007-12-31$0
Participant contributions at beginning of year2007-12-31$0
Assets. Other investments not covered elsewhere at end of year2007-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2007-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2007-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2007-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2007-12-31$0
Assets. Loans (other than to participants) at end of year2007-12-31$0
Assets. Loans (other than to participants) at beginning of year2007-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2007-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2007-12-31$0
Other income not declared elsewhere2007-12-31$0
Administrative expenses (other) incurred2007-12-31$24,417
Liabilities. Value of operating payables at end of year2007-12-31$0
Liabilities. Value of operating payables at beginning of year2007-12-31$0
Total non interest bearing cash at end of year2007-12-31$0
Total non interest bearing cash at beginning of year2007-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Income. Non cash contributions2007-12-31$0
Value of net income/loss2007-12-31$331,782
Value of net assets at end of year (total assets less liabilities)2007-12-31$12,681,571
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$12,349,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Assets. partnership/joint venture interests at end of year2007-12-31$0
Assets. partnership/joint venture interests at beginning of year2007-12-31$0
Investment advisory and management fees2007-12-31$37,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$0
Interest on participant loans2007-12-31$0
Income. Interest from loans (other than to participants)2007-12-31$0
Interest earned on other investments2007-12-31$0
Income. Interest from US Government securities2007-12-31$0
Income. Interest from corporate debt instruments2007-12-31$0
Value of interest in master investment trust accounts at end of year2007-12-31$12,690,091
Value of interest in master investment trust accounts at beginning of year2007-12-31$12,351,197
Value of interest in common/collective trusts at end of year2007-12-31$0
Value of interest in common/collective trusts at beginning of year2007-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2007-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2007-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2007-12-31$0
Asset value of US Government securities at end of year2007-12-31$0
Asset value of US Government securities at beginning of year2007-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$0
Net investment gain/loss from pooled separate accounts2007-12-31$0
Net investment gain or loss from common/collective trusts2007-12-31$0
Net gain/loss from 103.12 investment entities2007-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Assets. Invements in employer securities at end of year2007-12-31$0
Assets. Invements in employer securities at beginning of year2007-12-31$0
Assets. Value of employer real property at end of year2007-12-31$0
Assets. Value of employer real property at beginning of year2007-12-31$0
Contributions received in cash from employer2007-12-31$0
Employer contributions (assets) at end of year2007-12-31$0
Employer contributions (assets) at beginning of year2007-12-31$0
Income. Dividends from preferred stock2007-12-31$0
Income. Dividends from common stock2007-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$432,154
Asset. Corporate debt instrument preferred debt at end of year2007-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2007-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2007-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2007-12-31$0
Contract administrator fees2007-12-31$9,857
Assets. Corporate common stocks other than exployer securities at end of year2007-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2007-12-31$0
Liabilities. Value of benefit claims payable at end of year2007-12-31$8,520
Liabilities. Value of benefit claims payable at beginning of year2007-12-31$1,408
Assets. Value of buildings and other operty used in plan operation at end of year2007-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2007-12-31$0
Did the plan have assets held for investment2007-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Aggregate proceeds on sale of assets2007-12-31$0
Aggregate carrying amount (costs) on sale of assets2007-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2007-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2007-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31HOLTZMAN,MOELLENBERG,PANOZZO&PERKIN
Accountancy firm EIN2007-12-31743121060
2006 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2006 401k financial data
Unrealized appreciation/depreciation of real estate assets2006-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2006-12-31$0
Total unrealized appreciation/depreciation of assets2006-12-31$0
Total transfer of assets to this plan2006-12-31$0
Total transfer of assets from this plan2006-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$1,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$648
Expenses. Interest paid2006-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022006-12-31$0
Total income from all sources (including contributions)2006-12-31$1,465,730
Total loss/gain on sale of assets2006-12-31$0
Total of all expenses incurred2006-12-31$629,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$527,696
Expenses. Certain deemed distributions of participant loans2006-12-31$0
Value of total corrective distributions2006-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$0
Value of total assets at end of year2006-12-31$12,351,197
Value of total assets at beginning of year2006-12-31$11,514,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$101,792
Total interest from all sources2006-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2006-12-31$0
Assets. Real estate other than employer real property at end of year2006-12-31$0
Assets. Real estate other than employer real property at beginning of year2006-12-31$0
Administrative expenses professional fees incurred2006-12-31$34,782
Assets. Corporate prefeered stocks other than exployer securities at end of year2006-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2006-12-31$0
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$0
Participant contributions at end of year2006-12-31$0
Participant contributions at beginning of year2006-12-31$0
Participant contributions at end of year2006-12-31$0
Participant contributions at beginning of year2006-12-31$0
Assets. Other investments not covered elsewhere at end of year2006-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2006-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2006-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2006-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2006-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2006-12-31$0
Assets. Loans (other than to participants) at end of year2006-12-31$0
Assets. Loans (other than to participants) at beginning of year2006-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2006-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2006-12-31$0
Other income not declared elsewhere2006-12-31$0
Administrative expenses (other) incurred2006-12-31$16,365
Liabilities. Value of operating payables at end of year2006-12-31$0
Liabilities. Value of operating payables at beginning of year2006-12-31$0
Total non interest bearing cash at end of year2006-12-31$0
Total non interest bearing cash at beginning of year2006-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Income. Non cash contributions2006-12-31$0
Value of net income/loss2006-12-31$836,242
Value of net assets at end of year (total assets less liabilities)2006-12-31$12,349,789
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$11,513,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Assets. partnership/joint venture interests at end of year2006-12-31$0
Assets. partnership/joint venture interests at beginning of year2006-12-31$0
Investment advisory and management fees2006-12-31$40,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2006-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2006-12-31$0
Interest on participant loans2006-12-31$0
Income. Interest from loans (other than to participants)2006-12-31$0
Interest earned on other investments2006-12-31$0
Income. Interest from US Government securities2006-12-31$0
Income. Interest from corporate debt instruments2006-12-31$0
Value of interest in master investment trust accounts at end of year2006-12-31$12,351,197
Value of interest in master investment trust accounts at beginning of year2006-12-31$11,514,195
Value of interest in common/collective trusts at end of year2006-12-31$0
Value of interest in common/collective trusts at beginning of year2006-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2006-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2006-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2006-12-31$0
Asset value of US Government securities at end of year2006-12-31$0
Asset value of US Government securities at beginning of year2006-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-12-31$0
Net investment gain/loss from pooled separate accounts2006-12-31$0
Net investment gain or loss from common/collective trusts2006-12-31$0
Net gain/loss from 103.12 investment entities2006-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Assets. Invements in employer securities at end of year2006-12-31$0
Assets. Invements in employer securities at beginning of year2006-12-31$0
Assets. Value of employer real property at end of year2006-12-31$0
Assets. Value of employer real property at beginning of year2006-12-31$0
Contributions received in cash from employer2006-12-31$0
Employer contributions (assets) at end of year2006-12-31$0
Employer contributions (assets) at beginning of year2006-12-31$0
Income. Dividends from preferred stock2006-12-31$0
Income. Dividends from common stock2006-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$527,696
Asset. Corporate debt instrument preferred debt at end of year2006-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2006-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2006-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2006-12-31$0
Contract administrator fees2006-12-31$10,466
Assets. Corporate common stocks other than exployer securities at end of year2006-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2006-12-31$0
Liabilities. Value of benefit claims payable at end of year2006-12-31$1,408
Liabilities. Value of benefit claims payable at beginning of year2006-12-31$648
Assets. Value of buildings and other operty used in plan operation at end of year2006-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2006-12-31$0
Did the plan have assets held for investment2006-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Aggregate proceeds on sale of assets2006-12-31$0
Aggregate carrying amount (costs) on sale of assets2006-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2006-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2006-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31No
Opinion of an independent qualified public accountant for this plan2006-12-31Unqualified
Accountancy firm name2006-12-31HOLTZMAN,MOELLENBERG,PANOZZO&PERKIN
Accountancy firm EIN2006-12-31743121060
2005 : RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2005 401k financial data
Unrealized appreciation/depreciation of real estate assets2005-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2005-12-31$0
Total unrealized appreciation/depreciation of assets2005-12-31$0
Total transfer of assets to this plan2005-12-31$0
Total transfer of assets from this plan2005-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$326
Expenses. Interest paid2005-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022005-12-31$0
Total income from all sources (including contributions)2005-12-31$558,224
Total loss/gain on sale of assets2005-12-31$0
Total of all expenses incurred2005-12-31$794,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$667,642
Expenses. Certain deemed distributions of participant loans2005-12-31$0
Value of total corrective distributions2005-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$0
Value of total assets at end of year2005-12-31$11,514,195
Value of total assets at beginning of year2005-12-31$11,749,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$126,578
Total income from rents2005-12-31$0
Total interest from all sources2005-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2005-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2005-12-31$0
Assets. Real estate other than employer real property at end of year2005-12-31$0
Assets. Real estate other than employer real property at beginning of year2005-12-31$0
Administrative expenses professional fees incurred2005-12-31$46,085
Assets. Corporate prefeered stocks other than exployer securities at end of year2005-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2005-12-31$0
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$0
Participant contributions at end of year2005-12-31$0
Participant contributions at beginning of year2005-12-31$0
Participant contributions at end of year2005-12-31$0
Participant contributions at beginning of year2005-12-31$0
Assets. Other investments not covered elsewhere at end of year2005-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2005-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2005-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2005-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2005-12-31$0
Assets. Loans (other than to participants) at end of year2005-12-31$0
Assets. Loans (other than to participants) at beginning of year2005-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-12-31$0
Other income not declared elsewhere2005-12-31$0
Administrative expenses (other) incurred2005-12-31$26,076
Liabilities. Value of operating payables at end of year2005-12-31$0
Liabilities. Value of operating payables at beginning of year2005-12-31$0
Total non interest bearing cash at end of year2005-12-31$0
Total non interest bearing cash at beginning of year2005-12-31$69,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Income. Non cash contributions2005-12-31$0
Value of net income/loss2005-12-31$-235,996
Value of net assets at end of year (total assets less liabilities)2005-12-31$11,513,547
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$11,749,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Assets. partnership/joint venture interests at end of year2005-12-31$0
Assets. partnership/joint venture interests at beginning of year2005-12-31$0
Investment advisory and management fees2005-12-31$43,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-12-31$0
Interest on participant loans2005-12-31$0
Income. Interest from loans (other than to participants)2005-12-31$0
Interest earned on other investments2005-12-31$0
Income. Interest from US Government securities2005-12-31$0
Income. Interest from corporate debt instruments2005-12-31$0
Value of interest in master investment trust accounts at end of year2005-12-31$11,514,195
Value of interest in master investment trust accounts at beginning of year2005-12-31$11,430,630
Value of interest in common/collective trusts at end of year2005-12-31$0
Value of interest in common/collective trusts at beginning of year2005-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2005-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2005-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2005-12-31$0
Asset value of US Government securities at end of year2005-12-31$0
Asset value of US Government securities at beginning of year2005-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-12-31$0
Net investment gain/loss from pooled separate accounts2005-12-31$0
Net investment gain or loss from common/collective trusts2005-12-31$0
Net gain/loss from 103.12 investment entities2005-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Assets. Invements in employer securities at end of year2005-12-31$0
Assets. Invements in employer securities at beginning of year2005-12-31$0
Assets. Value of employer real property at end of year2005-12-31$0
Assets. Value of employer real property at beginning of year2005-12-31$0
Contributions received in cash from employer2005-12-31$0
Employer contributions (assets) at end of year2005-12-31$0
Employer contributions (assets) at beginning of year2005-12-31$250,000
Income. Dividends from preferred stock2005-12-31$0
Income. Dividends from common stock2005-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$667,642
Asset. Corporate debt instrument preferred debt at end of year2005-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2005-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2005-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2005-12-31$0
Contract administrator fees2005-12-31$10,752
Assets. Corporate common stocks other than exployer securities at end of year2005-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2005-12-31$0
Liabilities. Value of benefit claims payable at end of year2005-12-31$648
Liabilities. Value of benefit claims payable at beginning of year2005-12-31$326
Assets. Value of buildings and other operty used in plan operation at end of year2005-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2005-12-31$0
Did the plan have assets held for investment2005-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Aggregate proceeds on sale of assets2005-12-31$0
Aggregate carrying amount (costs) on sale of assets2005-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2005-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2005-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31No
Opinion of an independent qualified public accountant for this plan2005-12-31Unqualified
Accountancy firm name2005-12-31HOLTZMAN,MOELLENBERG,PANOZZO&PERKIN
Accountancy firm EIN2005-12-31743121060

Form 5500 Responses for RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL

2018: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2006: RETIREMENT PLAN FOR HUNTSVILLE MEMORIAL HOSPITAL 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893283007
Policy instance 1
Insurance contract or identification number893283007
Number of Individuals Covered632
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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