401k Plan data: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN plan

NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 401k Plan overview

Plan Name	NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN
Plan identification number	333

NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NEW JERSEY HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: NEW JERSEY HOSPITAL ASSOCIATION

Employer identification number (EIN): 210618622

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NEW JERSEY HOSPITAL ASSOCIATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2004-05-14

Company Identification Number: F158754

Legal Registered Office Address: 3975 UNIVERSITY DR SUITE 410

FAIRFAX
United States of America (USA)
22030

More information about NEW JERSEY HOSPITAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2011-01-01 BELINDA COOPER DAVID LAVINS 2012-10-09
333 2009-01-01 BELINDA COOPER DAVID LAVINS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
333	2011-01-01	BELINDA COOPER		DAVID LAVINS	2012-10-09
333	2009-01-01	BELINDA COOPER		DAVID LAVINS	2010-10-14

Plan Statistics for NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN

401k plan membership statisitcs for NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN

Measure Date Value
2011: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 146
Number of retired or separated participants receiving benefits 2011-01-01 49
Number of other retired or separated participants entitled to future benefits 2011-01-01 79
Total of all active and inactive participants 2011-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 158
Number of retired or separated participants receiving benefits 2009-01-01 45
Number of other retired or separated participants entitled to future benefits 2009-01-01 79
Total of all active and inactive participants 2009-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	146
Number of retired or separated participants receiving benefits	2011-01-01	49
Number of other retired or separated participants entitled to future benefits	2011-01-01	79
Total of all active and inactive participants	2011-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	158
Number of retired or separated participants receiving benefits	2009-01-01	45
Number of other retired or separated participants entitled to future benefits	2009-01-01	79
Total of all active and inactive participants	2009-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN

Measure	Date	Value
2011 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$21,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,068
Total income from all sources (including contributions)	2011-12-31	$1,413,444
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$983,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$867,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,300,000
Value of total assets at end of year	2011-12-31	$15,276,873
Value of total assets at beginning of year	2011-12-31	$14,844,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$115,790
Total interest from all sources	2011-12-31	$391
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$209,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$209,834
Administrative expenses professional fees incurred	2011-12-31	$65,710
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,526
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$8,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$7,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$7,144
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$9,675
Liabilities. Value of operating payables at end of year	2011-12-31	$13,595
Liabilities. Value of operating payables at beginning of year	2011-12-31	$10,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$429,723
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,255,747
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,826,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$40,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,669,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,449,570
Value of interest in common/collective trusts at end of year	2011-12-31	$2,303,579
Value of interest in common/collective trusts at beginning of year	2011-12-31	$4,842,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$998,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,243,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,243,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-409,403
Net investment gain or loss from common/collective trusts	2011-12-31	$312,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,300,000
Employer contributions (assets) at end of year	2011-12-31	$1,300,000
Employer contributions (assets) at beginning of year	2011-12-31	$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$867,931
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2011-12-31	222027092
2010 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$9,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$18,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$17,318
Total income from all sources (including contributions)	2010-12-31	$2,617,197
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,332,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,222,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,300,000
Value of total assets at end of year	2010-12-31	$14,844,092
Value of total assets at beginning of year	2010-12-31	$13,568,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$110,130
Total interest from all sources	2010-12-31	$7,430
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$111,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$111,035
Administrative expenses professional fees incurred	2010-12-31	$72,025
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$8,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$12,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$7,144
Other income not declared elsewhere	2010-12-31	$1,123
Administrative expenses (other) incurred	2010-12-31	$6,868
Liabilities. Value of operating payables at end of year	2010-12-31	$10,924
Liabilities. Value of operating payables at beginning of year	2010-12-31	$17,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,285,053
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,826,024
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,550,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$31,237
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,449,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,439,690
Value of interest in common/collective trusts at end of year	2010-12-31	$4,842,411
Value of interest in common/collective trusts at beginning of year	2010-12-31	$5,144,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,243,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,671,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,671,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$7,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$639,719
Net investment gain or loss from common/collective trusts	2010-12-31	$557,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,300,000
Employer contributions (assets) at end of year	2010-12-31	$1,300,000
Employer contributions (assets) at beginning of year	2010-12-31	$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,222,014
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2010-12-31	222027092
2009 : NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN

2011: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW JERSEY HOSPITAL ASSOCIATION
Employer identification number (EIN):	210618622
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2004-05-14
Company Identification Number:	F158754
Legal Registered Office Address:	3975 UNIVERSITY DR SUITE 410 FAIRFAX United States of America (USA) 22030