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CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameCROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CROZER-KEYSTONE HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:CROZER-KEYSTONE HEALTH SYSTEM
Employer identification number (EIN):222540851
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about CROZER-KEYSTONE HEALTH SYSTEM

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2583845

More information about CROZER-KEYSTONE HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01FRANCES SHEEHAN
0012017-01-01FRANCES SHEEHAN
0012016-01-01DONALD LEGREID DONALD LEGREID2017-10-11
0012015-01-01ELIZABETH MACCARTNEY ELIZABETH BILOTTA2016-10-14
0012014-01-01ELIZABETH MACCARTNEY ELIZABETH BILOTTA2015-10-14
0012013-01-01ELIZABETH MACCARTNEY CHRISTINE KECK2014-10-14
0012012-01-01ELIZABETH MACCARTNEY WILLIAM KREIDER2013-10-11
0012011-01-01ELIZABETH MACCARTNEY WILLIAM KREIDER2012-10-10
0012009-01-01ELIZABETH MACCARTNEY EUGENE ZEGAR2010-10-15
0012009-01-01ELIZABETH MACCARTNEY EUGENE ZEGAR2010-10-13
0012009-01-01ELIZABETH MACCARTNEY EUGENE ZEGAR2010-10-13

Plan Statistics for CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2018: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01357
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01153
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01293
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01164
Total of all active and inactive participants2016-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01357
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01293
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,340
Total number of active participants reported on line 7a of the Form 55002014-01-013,725
Number of retired or separated participants receiving benefits2014-01-011,867
Number of other retired or separated participants entitled to future benefits2014-01-013,017
Total of all active and inactive participants2014-01-018,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01395
Total participants2014-01-019,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0195
2013: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,426
Total number of active participants reported on line 7a of the Form 55002013-01-014,365
Number of retired or separated participants receiving benefits2013-01-011,832
Number of other retired or separated participants entitled to future benefits2013-01-012,971
Total of all active and inactive participants2013-01-019,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01172
Total participants2013-01-019,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01125
2012: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,536
Total number of active participants reported on line 7a of the Form 55002012-01-014,652
Number of retired or separated participants receiving benefits2012-01-011,762
Number of other retired or separated participants entitled to future benefits2012-01-012,852
Total of all active and inactive participants2012-01-019,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01160
Total participants2012-01-019,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01198
2011: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,292
Total number of active participants reported on line 7a of the Form 55002011-01-015,240
Number of retired or separated participants receiving benefits2011-01-011,502
Number of other retired or separated participants entitled to future benefits2011-01-012,653
Total of all active and inactive participants2011-01-019,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01141
Total participants2011-01-019,536
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01159
2009: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,096
Total number of active participants reported on line 7a of the Form 55002009-01-015,316
Number of retired or separated participants receiving benefits2009-01-011,326
Number of other retired or separated participants entitled to future benefits2009-01-012,515
Total of all active and inactive participants2009-01-019,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01136
Total participants2009-01-019,293
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01200

Financial Data on CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2018 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-18$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-18$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-18$0
Total income from all sources (including contributions)2018-01-18$23,909
Total loss/gain on sale of assets2018-01-18$0
Total of all expenses incurred2018-01-18$730,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-18$730,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-18$0
Value of total assets at end of year2018-01-18$0
Value of total assets at beginning of year2018-01-18$706,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-18$0
Total interest from all sources2018-01-18$4
Total dividends received (eg from common stock, registered investment company shares)2018-01-18$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-18Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-01-18$0
Total dividends received from registered investment company shares (eg mutual funds)2018-01-18$4
Was this plan covered by a fidelity bond2018-01-18Yes
Value of fidelity bond cover2018-01-18$5,000,000
If this is an individual account plan, was there a blackout period2018-01-18No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-18$0
Were there any nonexempt tranactions with any party-in-interest2018-01-18No
Contributions received from participants2018-01-18$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-18No
Value of net income/loss2018-01-18$-706,777
Value of net assets at end of year (total assets less liabilities)2018-01-18$0
Value of net assets at beginning of year (total assets less liabilities)2018-01-18$706,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-18No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-18No
Were any leases to which the plan was party in default or uncollectible2018-01-18No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-18$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-18$706,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-18$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-18$23,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-18No
Was there a failure to transmit to the plan any participant contributions2018-01-18No
Has the plan failed to provide any benefit when due under the plan2018-01-18No
Contributions received in cash from employer2018-01-18$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-18$730,686
Did the plan have assets held for investment2018-01-18No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-18No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-18Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-18Yes
Opinion of an independent qualified public accountant for this plan2018-01-18Disclaimer
Accountancy firm name2018-01-18TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-01-18830414789
2017 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$128,373
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$143,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$143,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$706,777
Value of total assets at beginning of year2017-12-31$722,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25
Total interest from all sources2017-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,095
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Contributions received from participants2017-12-31$0
Administrative expenses (other) incurred2017-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-15,598
Value of net assets at end of year (total assets less liabilities)2017-12-31$706,777
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$722,375
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$706,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$722,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$85,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$143,946
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 name2017-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31830414789
2016 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$173,979
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,075,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,075,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$78,057
Value of total assets at end of year2016-12-31$722,375
Value of total assets at beginning of year2016-12-31$1,623,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$125
Total interest from all sources2016-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$40,978
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Contributions received from participants2016-12-31$49,391
Assets. Loans (other than to participants) at beginning of year2016-12-31$3,717
Administrative expenses (other) incurred2016-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-901,184
Value of net assets at end of year (total assets less liabilities)2016-12-31$722,375
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,623,559
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$722,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,607,539
Interest on participant loans2016-12-31$72
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,867
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
Contributions received in cash from employer2016-12-31$28,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,075,038
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 name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$173,291
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$528,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$528,467
Value of total corrective distributions2015-12-31$126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$146,171
Value of total assets at end of year2015-12-31$1,623,559
Value of total assets at beginning of year2015-12-31$1,978,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138
Total interest from all sources2015-12-31$176
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86,626
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$86,626
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Contributions received from participants2015-12-31$105,878
Assets. Loans (other than to participants) at end of year2015-12-31$3,717
Assets. Loans (other than to participants) at beginning of year2015-12-31$6,780
Administrative expenses (other) incurred2015-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-355,440
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,623,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,978,999
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$1,607,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,763,704
Interest on participant loans2015-12-31$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$208,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$208,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-59,682
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
Contributions received in cash from employer2015-12-31$40,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$528,467
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 name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,816,508
Total unrealized appreciation/depreciation of assets2014-12-31$5,816,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$327,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$81,984
Total income from all sources (including contributions)2014-12-31$48,896,618
Total loss/gain on sale of assets2014-12-31$-89,174
Total of all expenses incurred2014-12-31$31,857,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,662,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,372,986
Value of total assets at end of year2014-12-31$387,063,114
Value of total assets at beginning of year2014-12-31$369,777,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,194,812
Total interest from all sources2014-12-31$849,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,745,680
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$4,745,680
Administrative expenses professional fees incurred2014-12-31$514,563
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$609,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,053,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$327,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$81,984
Administrative expenses (other) incurred2014-12-31$2,476,821
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$19,853
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$17,039,330
Value of net assets at end of year (total assets less liabilities)2014-12-31$386,735,250
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$369,695,920
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
Assets. partnership/joint venture interests at end of year2014-12-31$59,643,445
Assets. partnership/joint venture interests at beginning of year2014-12-31$44,431,807
Investment advisory and management fees2014-12-31$203,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$130,786,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$130,349,495
Value of interest in pooled separate accounts at end of year2014-12-31$8,800,264
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,832,763
Interest earned on other investments2014-12-31$18,108
Income. Interest from US Government securities2014-12-31$307,291
Income. Interest from corporate debt instruments2014-12-31$467,230
Value of interest in common/collective trusts at end of year2014-12-31$139,116,937
Value of interest in common/collective trusts at beginning of year2014-12-31$124,717,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,182,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,415,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,415,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$57,255
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$9,903,091
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$9,059,459
Asset value of US Government securities at end of year2014-12-31$6,434,280
Asset value of US Government securities at beginning of year2014-12-31$6,703,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,285,337
Net investment gain/loss from pooled separate accounts2014-12-31$1,041,230
Net investment gain or loss from common/collective trusts2014-12-31$14,444,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,372,986
Employer contributions (assets) at end of year2014-12-31$3,727,986
Employer contributions (assets) at beginning of year2014-12-31$8,273,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,662,476
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$18,858,203
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$16,922,606
Contract administrator fees2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$145,832,784
Aggregate carrying amount (costs) on sale of assets2014-12-31$145,921,958
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,155,964
Total unrealized appreciation/depreciation of assets2013-12-31$5,155,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$81,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$109,114
Total income from all sources (including contributions)2013-12-31$78,764,797
Total loss/gain on sale of assets2013-12-31$1,310,499
Total of all expenses incurred2013-12-31$27,086,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,656,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$30,251,000
Value of total assets at end of year2013-12-31$369,777,904
Value of total assets at beginning of year2013-12-31$318,126,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,429,940
Total interest from all sources2013-12-31$879,585
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,560,987
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$4,560,987
Administrative expenses professional fees incurred2013-12-31$571,451
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,053,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$186,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$81,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$109,114
Administrative expenses (other) incurred2013-12-31$1,641,178
Total non interest bearing cash at end of year2013-12-31$19,853
Total non interest bearing cash at beginning of year2013-12-31$33,259
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$51,678,716
Value of net assets at end of year (total assets less liabilities)2013-12-31$369,695,920
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$318,017,204
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
Assets. partnership/joint venture interests at end of year2013-12-31$44,431,807
Assets. partnership/joint venture interests at beginning of year2013-12-31$51,001,599
Investment advisory and management fees2013-12-31$217,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$130,349,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$120,393,920
Value of interest in pooled separate accounts at end of year2013-12-31$7,832,763
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,894,371
Interest earned on other investments2013-12-31$18,887
Income. Interest from US Government securities2013-12-31$331,860
Income. Interest from corporate debt instruments2013-12-31$465,491
Value of interest in common/collective trusts at end of year2013-12-31$124,717,165
Value of interest in common/collective trusts at beginning of year2013-12-31$99,485,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,415,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,287,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,287,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$63,347
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$9,059,459
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$6,551,949
Asset value of US Government securities at end of year2013-12-31$6,703,004
Asset value of US Government securities at beginning of year2013-12-31$6,118,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,006,686
Net investment gain/loss from pooled separate accounts2013-12-31$1,009,096
Net investment gain or loss from common/collective trusts2013-12-31$27,590,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,251,000
Employer contributions (assets) at end of year2013-12-31$8,273,000
Employer contributions (assets) at beginning of year2013-12-31$3,510,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,656,141
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$16,922,606
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,663,901
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$108,146,624
Aggregate carrying amount (costs) on sale of assets2013-12-31$106,836,125
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,229,412
Total unrealized appreciation/depreciation of assets2012-12-31$4,229,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$109,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$152,221
Total income from all sources (including contributions)2012-12-31$58,297,351
Total loss/gain on sale of assets2012-12-31$1,486,010
Total of all expenses incurred2012-12-31$24,498,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,144,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,635,000
Value of total assets at end of year2012-12-31$318,126,318
Value of total assets at beginning of year2012-12-31$284,370,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,353,661
Total interest from all sources2012-12-31$1,088,799
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,969,542
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$2,791,509
Administrative expenses professional fees incurred2012-12-31$642,139
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$186,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$440,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$109,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$152,221
Administrative expenses (other) incurred2012-12-31$1,402,237
Total non interest bearing cash at end of year2012-12-31$33,259
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$33,798,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$318,017,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$284,218,264
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
Assets. partnership/joint venture interests at end of year2012-12-31$51,001,599
Assets. partnership/joint venture interests at beginning of year2012-12-31$31,303,567
Investment advisory and management fees2012-12-31$309,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$120,393,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$93,756,014
Value of interest in pooled separate accounts at end of year2012-12-31$6,894,371
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,351,302
Interest earned on other investments2012-12-31$16,685
Income. Interest from US Government securities2012-12-31$488,933
Income. Interest from corporate debt instruments2012-12-31$545,260
Value of interest in common/collective trusts at end of year2012-12-31$99,485,256
Value of interest in common/collective trusts at beginning of year2012-12-31$92,527,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,287,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,420,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,420,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37,921
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$6,551,949
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$5,988,577
Asset value of US Government securities at end of year2012-12-31$6,118,020
Asset value of US Government securities at beginning of year2012-12-31$13,311,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,123,733
Net investment gain/loss from pooled separate accounts2012-12-31$612,104
Net investment gain or loss from common/collective trusts2012-12-31$12,152,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,635,000
Employer contributions (assets) at end of year2012-12-31$3,510,000
Employer contributions (assets) at beginning of year2012-12-31$13,045,000
Income. Dividends from common stock2012-12-31$178,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,144,750
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,663,901
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$18,317,145
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,908,304
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
Aggregate proceeds on sale of assets2012-12-31$184,046,687
Aggregate carrying amount (costs) on sale of assets2012-12-31$182,560,677
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,170,058
Total unrealized appreciation/depreciation of assets2011-12-31$1,170,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$152,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$129,167
Total income from all sources (including contributions)2011-12-31$33,720,079
Total loss/gain on sale of assets2011-12-31$157,546
Total of all expenses incurred2011-12-31$15,157,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,390,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,199,000
Value of total assets at end of year2011-12-31$284,370,485
Value of total assets at beginning of year2011-12-31$265,785,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,767,691
Total interest from all sources2011-12-31$1,048,169
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,185,909
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$3,962,791
Administrative expenses professional fees incurred2011-12-31$533,373
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$440,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$431,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$152,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$129,167
Administrative expenses (other) incurred2011-12-31$909,023
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$600
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$18,562,260
Value of net assets at end of year (total assets less liabilities)2011-12-31$284,218,264
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$265,656,004
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
Assets. partnership/joint venture interests at end of year2011-12-31$31,303,567
Assets. partnership/joint venture interests at beginning of year2011-12-31$24,019,616
Investment advisory and management fees2011-12-31$325,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$93,756,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,672,226
Value of interest in pooled separate accounts at end of year2011-12-31$6,351,302
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,392,215
Interest earned on other investments2011-12-31$23,060
Income. Interest from US Government securities2011-12-31$523,947
Income. Interest from corporate debt instruments2011-12-31$500,594
Value of interest in common/collective trusts at end of year2011-12-31$92,527,146
Value of interest in common/collective trusts at beginning of year2011-12-31$76,664,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,420,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,138,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,138,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$568
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$5,988,577
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$5,489,015
Asset value of US Government securities at end of year2011-12-31$13,311,678
Asset value of US Government securities at beginning of year2011-12-31$15,511,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,719,203
Net investment gain/loss from pooled separate accounts2011-12-31$1,024,834
Net investment gain or loss from common/collective trusts2011-12-31$2,653,766
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,199,000
Employer contributions (assets) at end of year2011-12-31$13,045,000
Employer contributions (assets) at beginning of year2011-12-31$9,010,571
Income. Dividends from common stock2011-12-31$223,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,390,128
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$18,317,145
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$12,741,287
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,908,304
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,713,012
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
Aggregate proceeds on sale of assets2011-12-31$169,202,349
Aggregate carrying amount (costs) on sale of assets2011-12-31$169,044,803
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789
2010 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$136,395
Total unrealized appreciation/depreciation of assets2010-12-31$136,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$129,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$704,334
Total income from all sources (including contributions)2010-12-31$56,899,278
Total loss/gain on sale of assets2010-12-31$3,048,208
Total of all expenses incurred2010-12-31$13,342,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,669,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$26,100,023
Value of total assets at end of year2010-12-31$265,785,171
Value of total assets at beginning of year2010-12-31$222,803,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,672,848
Total interest from all sources2010-12-31$1,149,777
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,821,560
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$2,525,418
Administrative expenses professional fees incurred2010-12-31$504,385
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$431,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$661,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$129,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$704,334
Administrative expenses (other) incurred2010-12-31$867,523
Total non interest bearing cash at end of year2010-12-31$600
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$43,556,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$265,656,004
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$222,099,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$24,019,616
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$300,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,672,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$70,651,656
Value of interest in pooled separate accounts at end of year2010-12-31$5,392,215
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,791,022
Interest earned on other investments2010-12-31$131,087
Income. Interest from US Government securities2010-12-31$568,262
Income. Interest from corporate debt instruments2010-12-31$448,094
Value of interest in common/collective trusts at end of year2010-12-31$76,664,595
Value of interest in common/collective trusts at beginning of year2010-12-31$89,501,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,138,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,978,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,978,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,334
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$5,489,015
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$4,599,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$15,511,494
Asset value of US Government securities at beginning of year2010-12-31$19,591,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,942,940
Net investment gain/loss from pooled separate accounts2010-12-31$643,973
Net investment gain or loss from common/collective trusts2010-12-31$10,789,266
Net gain/loss from 103.12 investment entities2010-12-31$3,267,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$26,100,023
Employer contributions (assets) at end of year2010-12-31$9,010,571
Employer contributions (assets) at beginning of year2010-12-31$5,022,697
Income. Dividends from common stock2010-12-31$296,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,669,647
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$12,741,287
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$8,995,416
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,713,012
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$19,009,519
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
Aggregate proceeds on sale of assets2010-12-31$132,582,842
Aggregate carrying amount (costs) on sale of assets2010-12-31$129,534,634
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789
2009 : CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 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 CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

2018: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CROZER-KEYSTONE HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number22-1211670
Policy instance 1
Insurance contract or identification number22-1211670
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number22-1211670
Policy instance 1
Insurance contract or identification number22-1211670
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number22-1211670
Policy instance 1
Insurance contract or identification number22-1211670
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number22-1211670
Policy instance 1
Insurance contract or identification number22-1211670
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number22-1211670
Policy instance 1
Insurance contract or identification number22-1211670
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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