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RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 401k Plan overview

Plan NameRETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A
Plan identification number 004

RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ENGLEWOOD HOSPITAL AND MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ENGLEWOOD HOSPITAL AND MEDICAL CENTER
Employer identification number (EIN):221487173
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MARIA KINNEY
0042016-01-01MARIA KINNEY
0042015-01-01MARIA KINNEY
0042014-01-01MARIA KINNEY
0042013-01-01MARIA KINNEY
0042012-01-01MARIA KINNEY
0042011-01-01MARIA KINNEY
0042009-01-01MARIA KINNEY

Plan Statistics for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A

401k plan membership statisitcs for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A

Measure Date Value
2022: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01179
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2021 401k membership
Total participants, beginning-of-year2021-01-01209
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01191
Number of participants with account balances2021-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2020 401k membership
Total participants, beginning-of-year2020-01-01230
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01209
Number of participants with account balances2020-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2019 401k membership
Total participants, beginning-of-year2019-01-01253
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01230
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2018 401k membership
Total participants, beginning-of-year2018-01-01284
Total number of active participants reported on line 7a of the Form 55002018-01-01184
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01253
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2017 401k membership
Total participants, beginning-of-year2017-01-01333
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01284
Number of participants with account balances2017-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01333
Number of participants with account balances2016-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2015 401k membership
Total participants, beginning-of-year2015-01-01389
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01371
Number of participants with account balances2015-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2014 401k membership
Total participants, beginning-of-year2014-01-01400
Total number of active participants reported on line 7a of the Form 55002014-01-01252
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01130
Total of all active and inactive participants2014-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01389
Number of participants with account balances2014-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2013 401k membership
Total participants, beginning-of-year2013-01-01428
Total number of active participants reported on line 7a of the Form 55002013-01-01259
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01400
Number of participants with account balances2013-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2012 401k membership
Total participants, beginning-of-year2012-01-01460
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01156
Total of all active and inactive participants2012-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01428
Number of participants with account balances2012-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2011 401k membership
Total participants, beginning-of-year2011-01-01476
Total number of active participants reported on line 7a of the Form 55002011-01-01446
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01460
Number of participants with account balances2011-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2009 401k membership
Total participants, beginning-of-year2009-01-01519
Total number of active participants reported on line 7a of the Form 55002009-01-01482
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01492
Number of participants with account balances2009-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A

Measure Date Value
2022 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-239,935
Total of all expenses incurred2022-12-31$67,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,862
Value of total assets at end of year2022-12-31$1,464,479
Value of total assets at beginning of year2022-12-31$1,772,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,916
Total interest from all sources2022-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$30,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$30,340
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$11,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-307,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,464,479
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,772,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,444,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,754,421
Interest earned on other investments2022-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-270,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$197,333
Total of all expenses incurred2021-12-31$176,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$161,719
Value of total assets at end of year2021-12-31$1,772,192
Value of total assets at beginning of year2021-12-31$1,751,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,138
Total interest from all sources2021-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$26,443
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$15,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,476
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,772,192
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,751,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,754,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,736,067
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$170,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$161,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$183,269
Total of all expenses incurred2020-12-31$153,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$134,552
Value of total assets at end of year2020-12-31$1,751,716
Value of total assets at beginning of year2020-12-31$1,721,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,785
Total interest from all sources2020-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$25,621
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$18,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$29,932
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,751,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,721,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,736,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,620,915
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$87,492
Interest earned on other investments2020-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$162,721
Net investment gain/loss from pooled separate accounts2020-12-31$-5,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$134,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$274,871
Total of all expenses incurred2019-12-31$113,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$91,561
Value of total assets at end of year2019-12-31$1,721,784
Value of total assets at beginning of year2019-12-31$1,560,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,151
Total interest from all sources2019-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$35,413
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$22,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$161,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,721,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,560,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,620,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,467,835
Value of interest in pooled separate accounts at end of year2019-12-31$87,492
Value of interest in pooled separate accounts at beginning of year2019-12-31$80,569
Interest earned on other investments2019-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$232,796
Net investment gain/loss from pooled separate accounts2019-12-31$6,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$91,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-62,038
Total of all expenses incurred2018-12-31$98,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,933
Expenses. Certain deemed distributions of participant loans2018-12-31$6,425
Value of total assets at end of year2018-12-31$1,560,625
Value of total assets at beginning of year2018-12-31$1,720,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,694
Total interest from all sources2018-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,001
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$35,001
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,403
Administrative expenses (other) incurred2018-12-31$23,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-160,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,560,625
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,720,715
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$1,467,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,622,350
Value of interest in pooled separate accounts at end of year2018-12-31$80,569
Value of interest in pooled separate accounts at beginning of year2018-12-31$82,286
Interest on participant loans2018-12-31$22
Interest earned on other investments2018-12-31$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-99,073
Net investment gain/loss from pooled separate accounts2018-12-31$1,976
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$67,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$210,244
Total of all expenses incurred2017-12-31$139,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$112,829
Value of total assets at end of year2017-12-31$1,720,715
Value of total assets at beginning of year2017-12-31$1,650,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,970
Total interest from all sources2017-12-31$206
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,017
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$29,017
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$6,403
Administrative expenses (other) incurred2017-12-31$26,970
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$70,445
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,720,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,650,270
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$1,622,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,553,587
Value of interest in pooled separate accounts at end of year2017-12-31$82,286
Value of interest in pooled separate accounts at beginning of year2017-12-31$90,167
Interest earned on other investments2017-12-31$206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$178,263
Net investment gain/loss from pooled separate accounts2017-12-31$2,758
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$112,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$115,306
Total of all expenses incurred2016-12-31$181,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,173
Value of total assets at end of year2016-12-31$1,650,270
Value of total assets at beginning of year2016-12-31$1,716,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,950
Total interest from all sources2016-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,052
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$27,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Administrative expenses (other) incurred2016-12-31$21,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-65,817
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,650,270
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,716,087
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$1,553,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,624,278
Value of interest in pooled separate accounts at end of year2016-12-31$90,167
Value of interest in pooled separate accounts at beginning of year2016-12-31$87,593
Interest earned on other investments2016-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$84,865
Net investment gain/loss from pooled separate accounts2016-12-31$3,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,173
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,815
Total of all expenses incurred2015-12-31$132,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,401
Value of total assets at end of year2015-12-31$1,716,087
Value of total assets at beginning of year2015-12-31$1,846,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,697
Total interest from all sources2015-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,072
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$28,072
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Administrative expenses (other) incurred2015-12-31$4,697
Total non interest bearing cash at beginning of year2015-12-31$269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-130,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,716,087
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,846,370
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$1,624,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,671,181
Value of interest in pooled separate accounts at end of year2015-12-31$87,593
Value of interest in pooled separate accounts at beginning of year2015-12-31$168,784
Interest earned on other investments2015-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,100
Net investment gain/loss from pooled separate accounts2015-12-31$3,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$106,215
Total of all expenses incurred2014-12-31$61,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,549
Value of total assets at end of year2014-12-31$1,846,370
Value of total assets at beginning of year2014-12-31$1,801,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,679
Total interest from all sources2014-12-31$71
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,783
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$26,783
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Administrative expenses (other) incurred2014-12-31$2,679
Total non interest bearing cash at end of year2014-12-31$269
Total non interest bearing cash at beginning of year2014-12-31$147
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$44,987
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,846,370
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,801,383
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$1,671,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,631,862
Value of interest in pooled separate accounts at end of year2014-12-31$168,784
Value of interest in pooled separate accounts at beginning of year2014-12-31$161,114
Interest earned on other investments2014-12-31$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,696
Net investment gain/loss from pooled separate accounts2014-12-31$4,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$58,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$107,573
Total of all expenses incurred2013-12-31$166,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,966
Value of total assets at end of year2013-12-31$1,801,383
Value of total assets at beginning of year2013-12-31$1,860,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,586
Total interest from all sources2013-12-31$88
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,099
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$9,099
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Administrative expenses (other) incurred2013-12-31$3,586
Total non interest bearing cash at end of year2013-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-58,979
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,801,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,860,362
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,631,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,663,485
Value of interest in pooled separate accounts at end of year2013-12-31$161,114
Value of interest in pooled separate accounts at beginning of year2013-12-31$186,218
Interest earned on other investments2013-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$93,229
Net investment gain/loss from pooled separate accounts2013-12-31$5,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31PARENTEBEARD
Accountancy firm EIN2013-12-31232932984
2012 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$68,539
Total of all expenses incurred2012-12-31$116,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$115,915
Value of total assets at end of year2012-12-31$1,860,362
Value of total assets at beginning of year2012-12-31$1,908,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$555
Total interest from all sources2012-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,755
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$11,755
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Administrative expenses (other) incurred2012-12-31$555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-47,931
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,860,362
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,908,293
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,663,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,708,628
Value of interest in pooled separate accounts at end of year2012-12-31$186,218
Value of interest in pooled separate accounts at beginning of year2012-12-31$189,060
Interest earned on other investments2012-12-31$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$51,289
Net investment gain/loss from pooled separate accounts2012-12-31$5,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$115,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31PARENTEBEARD
Accountancy firm EIN2012-12-31232932984
2011 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,783
Total of all expenses incurred2011-12-31$67,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,239
Value of total assets at end of year2011-12-31$1,908,293
Value of total assets at beginning of year2011-12-31$1,971,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,190
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$10,190
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Administrative expenses (other) incurred2011-12-31$206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-63,662
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,908,293
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,971,955
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$1,708,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,788,828
Value of interest in pooled separate accounts at end of year2011-12-31$189,060
Value of interest in pooled separate accounts at beginning of year2011-12-31$172,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,726
Net investment gain/loss from pooled separate accounts2011-12-31$5,319
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$67,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD
Accountancy firm EIN2011-12-31232932984
2010 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$58,507
Total of all expenses incurred2010-12-31$63,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$62,631
Expenses. Certain deemed distributions of participant loans2010-12-31$741
Value of total assets at end of year2010-12-31$1,971,955
Value of total assets at beginning of year2010-12-31$1,976,820
Total interest from all sources2010-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,390
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$8,390
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Participant contributions at beginning of year2010-12-31$708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,865
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,971,955
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,976,820
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,788,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,804,162
Value of interest in pooled separate accounts at end of year2010-12-31$172,522
Value of interest in pooled separate accounts at beginning of year2010-12-31$161,358
Interest on participant loans2010-12-31$32
Interest earned on other investments2010-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$44,288
Net investment gain/loss from pooled separate accounts2010-12-31$5,784
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$62,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD
Accountancy firm EIN2010-12-31232932984
2009 : RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A

2022: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER 401A 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered179
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered209
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered284
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered371
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered389
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered400
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered428
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered460
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080311
Policy instance 1
Insurance contract or identification numberTA080311
Number of Individuals Covered476
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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