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ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 401k Plan overview

Plan NameST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN
Plan identification number 002

ST. JOSEPH HOSPITAL RETIREMENT INCOME 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CATHOLIC HEALTH has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC HEALTH
Employer identification number (EIN):222565278
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MAUREEN FAGIN
0022016-01-01MAUREEN FAGIN
0022015-01-01MAUREEN FAGIN
0022014-01-01MAUREEN FAGIN
0022013-01-01MAUREEN FAGIN
0022012-01-01MAUREEN FAGIN MAUREEN FAGIN2013-10-11
0022011-01-01MAUREEN FAGIN MAUREEN FAGIN2012-10-15
0022010-01-01MAUREEN FAGIN MAUREEN FAGIN2011-10-17
0022009-01-01MAUREEN FAGIN MAUREEN FAGIN2010-10-14
0022009-01-01MAUREEN FAGIN MAUREEN FAGIN2011-12-14

Plan Statistics for ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN

401k plan membership statisitcs for ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN

Measure Date Value
2022: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-3132,256,149
Acturial value of plan assets2022-12-3132,256,149
Funding target for retired participants and beneficiaries receiving payment2022-12-3119,384,960
Number of terminated vested participants2022-12-31251
Fundng target for terminated vested participants2022-12-317,426,052
Active participant vested funding target2022-12-315,046,769
Number of active participants2022-12-31146
Total funding liabilities for active participants2022-12-315,111,825
Total participant count2022-12-31863
Total funding target for all participants2022-12-3131,922,837
Balance at beginning of prior year after applicable adjustments2022-12-311,062,185
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-311,062,185
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31769,196
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31811,809
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-311,062,822
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31582,821
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31582,821
Carryover balance elected to use to offset funding requirement2022-12-31582,821
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01862
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-01461
Number of other retired or separated participants entitled to future benefits2022-01-01232
Total of all active and inactive participants2022-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-3134,012,619
Acturial value of plan assets2021-12-3134,012,619
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,780,944
Number of terminated vested participants2021-12-31255
Fundng target for terminated vested participants2021-12-316,848,534
Active participant vested funding target2021-12-314,855,919
Number of active participants2021-12-31155
Total funding liabilities for active participants2021-12-314,934,656
Total participant count2021-12-31879
Total funding target for all participants2021-12-3131,564,134
Balance at beginning of prior year after applicable adjustments2021-12-31966,501
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31966,501
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31505,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31534,524
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-311,062,185
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31820,008
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31769,196
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31481,413
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31769,196
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01878
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-01441
Number of other retired or separated participants entitled to future benefits2021-01-01251
Total of all active and inactive participants2021-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-01862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-3132,997,017
Acturial value of plan assets2020-12-3132,997,017
Funding target for retired participants and beneficiaries receiving payment2020-12-3118,752,965
Number of terminated vested participants2020-12-31264
Fundng target for terminated vested participants2020-12-317,243,697
Active participant vested funding target2020-12-315,392,054
Number of active participants2020-12-31173
Total funding liabilities for active participants2020-12-315,465,306
Total participant count2020-12-31893
Total funding target for all participants2020-12-3131,461,968
Balance at beginning of prior year after applicable adjustments2020-12-311,646,335
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31804,582
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31841,753
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31966,501
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31546,670
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31505,747
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31342,287
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31505,747
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01893
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-01445
Number of other retired or separated participants entitled to future benefits2020-01-01255
Total of all active and inactive participants2020-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-3130,851,816
Acturial value of plan assets2019-12-3130,851,816
Funding target for retired participants and beneficiaries receiving payment2019-12-3118,380,248
Number of terminated vested participants2019-12-31275
Fundng target for terminated vested participants2019-12-317,228,568
Active participant vested funding target2019-12-316,420,863
Number of active participants2019-12-31193
Total funding liabilities for active participants2019-12-316,512,522
Total participant count2019-12-31904
Total funding target for all participants2019-12-3132,121,338
Balance at beginning of prior year after applicable adjustments2019-12-311,704,281
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-311,704,281
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,646,335
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31330,792
Net shortfall amortization installment of oustanding balance2019-12-312,915,857
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31804,582
Carryover balance elected to use to offset funding requirement2019-12-31804,582
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01904
Total number of active participants reported on line 7a of the Form 55002019-01-01173
Number of retired or separated participants receiving benefits2019-01-01434
Number of other retired or separated participants entitled to future benefits2019-01-01264
Total of all active and inactive participants2019-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-3134,304,732
Acturial value of plan assets2018-12-3134,304,732
Funding target for retired participants and beneficiaries receiving payment2018-12-3117,285,802
Number of terminated vested participants2018-12-31285
Fundng target for terminated vested participants2018-12-316,974,349
Active participant vested funding target2018-12-317,429,266
Number of active participants2018-12-31214
Total funding liabilities for active participants2018-12-317,513,051
Total participant count2018-12-31925
Total funding target for all participants2018-12-3131,773,202
Balance at beginning of prior year after applicable adjustments2018-12-311,577,454
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,577,454
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-311,704,281
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31187,696
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01925
Total number of active participants reported on line 7a of the Form 55002018-01-01193
Number of retired or separated participants receiving benefits2018-01-01417
Number of other retired or separated participants entitled to future benefits2018-01-01275
Total of all active and inactive participants2018-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-3133,541,982
Acturial value of plan assets2017-12-3133,541,982
Funding target for retired participants and beneficiaries receiving payment2017-12-3115,329,105
Number of terminated vested participants2017-12-31298
Fundng target for terminated vested participants2017-12-316,618,544
Active participant vested funding target2017-12-317,610,046
Number of active participants2017-12-31236
Total funding liabilities for active participants2017-12-317,681,093
Total participant count2017-12-31933
Total funding target for all participants2017-12-3129,628,742
Balance at beginning of prior year after applicable adjustments2017-12-311,478,956
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,478,956
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,577,454
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31166,592
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01933
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-01408
Number of other retired or separated participants entitled to future benefits2017-01-01285
Total of all active and inactive participants2017-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-3133,271,866
Acturial value of plan assets2016-12-3133,271,866
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,108,396
Number of terminated vested participants2016-12-31309
Fundng target for terminated vested participants2016-12-316,593,836
Active participant vested funding target2016-12-317,969,564
Number of active participants2016-12-31262
Total funding liabilities for active participants2016-12-318,032,307
Total participant count2016-12-31943
Total funding target for all participants2016-12-3128,734,539
Balance at beginning of prior year after applicable adjustments2016-12-311,502,699
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,502,699
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,478,956
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31129,994
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01943
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of retired or separated participants receiving benefits2016-01-01382
Number of other retired or separated participants entitled to future benefits2016-01-01298
Total of all active and inactive participants2016-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01962
Total number of active participants reported on line 7a of the Form 55002015-01-01262
Number of retired or separated participants receiving benefits2015-01-01354
Number of other retired or separated participants entitled to future benefits2015-01-01309
Total of all active and inactive participants2015-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01974
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of retired or separated participants receiving benefits2014-01-01343
Number of other retired or separated participants entitled to future benefits2014-01-01317
Total of all active and inactive participants2014-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01981
Total number of active participants reported on line 7a of the Form 55002013-01-01313
Number of retired or separated participants receiving benefits2013-01-01332
Number of other retired or separated participants entitled to future benefits2013-01-01315
Total of all active and inactive participants2013-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-01974
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01991
Total number of active participants reported on line 7a of the Form 55002012-01-01332
Number of retired or separated participants receiving benefits2012-01-01311
Number of other retired or separated participants entitled to future benefits2012-01-01324
Total of all active and inactive participants2012-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01996
Total number of active participants reported on line 7a of the Form 55002011-01-01351
Number of retired or separated participants receiving benefits2011-01-01292
Number of other retired or separated participants entitled to future benefits2011-01-01334
Total of all active and inactive participants2011-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-01991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,011
Total number of active participants reported on line 7a of the Form 55002010-01-01369
Number of retired or separated participants receiving benefits2010-01-01274
Number of other retired or separated participants entitled to future benefits2010-01-01339
Total of all active and inactive participants2010-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114
Total participants2010-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,025
Total number of active participants reported on line 7a of the Form 55002009-01-01389
Number of retired or separated participants receiving benefits2009-01-01268
Number of other retired or separated participants entitled to future benefits2009-01-01340
Total of all active and inactive participants2009-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-011,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN

Measure Date Value
2022 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,139,595
Total unrealized appreciation/depreciation of assets2022-12-31$-5,139,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,012,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,665,145
Total loss/gain on sale of assets2022-12-31$-453,554
Total of all expenses incurred2022-12-31$2,746,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,104,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$25,867,343
Value of total assets at beginning of year2022-12-31$32,266,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$641,996
Total interest from all sources2022-12-31$678,110
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$39,000
Was this plan covered by a fidelity bond2022-12-31No
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,023,666
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$682,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$166,517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$199,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,012,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$533,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,411,744
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,854,775
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,266,519
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
Investment advisory and management fees2022-12-31$65,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,662,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,566,631
Interest earned on other investments2022-12-31$45,917
Income. Interest from US Government securities2022-12-31$19,509
Income. Interest from corporate debt instruments2022-12-31$611,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$225,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,366,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,366,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,008
Asset value of US Government securities at end of year2022-12-31$345,689
Asset value of US Government securities at beginning of year2022-12-31$1,241,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$249,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$546,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,104,603
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$8,132,788
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$13,978,353
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,310,728
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,684,215
Contract administrator fees2022-12-31$4,222
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
Aggregate proceeds on sale of assets2022-12-31$8,071,303
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,524,857
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2022-12-31454051133
2021 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,086,922
Total unrealized appreciation/depreciation of assets2021-12-31$-1,086,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$913,371
Total loss/gain on sale of assets2021-12-31$235,041
Total of all expenses incurred2021-12-31$2,671,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,014,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$820,008
Value of total assets at end of year2021-12-31$32,266,519
Value of total assets at beginning of year2021-12-31$34,024,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$656,870
Total interest from all sources2021-12-31$736,834
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$41,155
Was this plan covered by a fidelity bond2021-12-31No
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$682,962
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$554,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$199,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$215,111
Administrative expenses (other) incurred2021-12-31$532,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,758,246
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,266,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,024,765
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
Investment advisory and management fees2021-12-31$83,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,566,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,188,529
Interest earned on other investments2021-12-31$16,443
Income. Interest from US Government securities2021-12-31$14,639
Income. Interest from corporate debt instruments2021-12-31$705,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,366,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,329,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,329,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$102
Asset value of US Government securities at end of year2021-12-31$1,241,420
Asset value of US Government securities at beginning of year2021-12-31$611,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$208,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$820,008
Employer contributions (assets) at end of year2021-12-31$546,672
Employer contributions (assets) at beginning of year2021-12-31$546,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,014,747
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$13,978,353
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$19,807,108
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,684,215
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$3,772,782
Contract administrator fees2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$11,069,845
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,834,804
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2021-12-31454051133
2020 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,405,313
Total unrealized appreciation/depreciation of assets2020-12-31$1,405,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,756,934
Total loss/gain on sale of assets2020-12-31$799,709
Total of all expenses incurred2020-12-31$2,729,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,172,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$546,670
Value of total assets at end of year2020-12-31$34,024,765
Value of total assets at beginning of year2020-12-31$32,997,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$556,288
Total interest from all sources2020-12-31$781,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$38,176
Was this plan covered by a fidelity bond2020-12-31No
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$554,345
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$379,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$215,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$206,953
Administrative expenses (other) incurred2020-12-31$436,594
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$1,027,748
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,024,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,997,017
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
Investment advisory and management fees2020-12-31$81,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,188,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,540,408
Interest earned on other investments2020-12-31$11,987
Income. Interest from US Government securities2020-12-31$33,319
Income. Interest from corporate debt instruments2020-12-31$729,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,329,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,726,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,726,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,645
Asset value of US Government securities at end of year2020-12-31$611,145
Asset value of US Government securities at beginning of year2020-12-31$2,996,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$223,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$546,670
Employer contributions (assets) at end of year2020-12-31$546,670
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,172,898
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$19,807,108
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$16,333,908
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,772,782
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,813,216
Contract administrator fees2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$9,988,728
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,189,019
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2020-12-31454051133
2019 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,150,118
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,150,118
Total unrealized appreciation/depreciation of assets2019-12-31$3,150,118
Total unrealized appreciation/depreciation of assets2019-12-31$3,150,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,476,238
Total income from all sources (including contributions)2019-12-31$4,476,238
Total loss/gain on sale of assets2019-12-31$161,902
Total loss/gain on sale of assets2019-12-31$161,902
Total of all expenses incurred2019-12-31$2,331,037
Total of all expenses incurred2019-12-31$2,331,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,916,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,916,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$32,997,017
Value of total assets at end of year2019-12-31$32,997,017
Value of total assets at beginning of year2019-12-31$30,851,816
Value of total assets at beginning of year2019-12-31$30,851,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$414,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$414,141
Total interest from all sources2019-12-31$817,068
Total interest from all sources2019-12-31$817,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$46,066
Administrative expenses professional fees incurred2019-12-31$46,066
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$379,405
Assets. Other investments not covered elsewhere at end of year2019-12-31$379,405
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$288,676
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$288,676
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$206,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$206,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$218,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$218,171
Administrative expenses (other) incurred2019-12-31$296,221
Administrative expenses (other) incurred2019-12-31$296,221
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
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$2,145,201
Value of net income/loss2019-12-31$2,145,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,997,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,997,017
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,851,816
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,851,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$71,854
Investment advisory and management fees2019-12-31$71,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,540,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,540,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,096,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,096,486
Interest earned on other investments2019-12-31$4,191
Interest earned on other investments2019-12-31$4,191
Income. Interest from US Government securities2019-12-31$59,074
Income. Interest from US Government securities2019-12-31$59,074
Income. Interest from corporate debt instruments2019-12-31$720,427
Income. Interest from corporate debt instruments2019-12-31$720,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,726,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,726,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$729,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$729,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$729,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$729,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$33,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$33,376
Asset value of US Government securities at end of year2019-12-31$2,996,637
Asset value of US Government securities at end of year2019-12-31$2,996,637
Asset value of US Government securities at beginning of year2019-12-31$796,770
Asset value of US Government securities at beginning of year2019-12-31$796,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$347,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$347,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
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$1,916,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,916,896
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$16,333,908
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$16,333,908
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,320,573
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,320,573
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,813,216
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,813,216
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,401,971
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,401,971
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,406,772
Aggregate proceeds on sale of assets2019-12-31$12,406,772
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,244,870
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,244,870
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK CPAS, PC
Accountancy firm name2019-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-870,632
Total unrealized appreciation/depreciation of assets2018-12-31$-870,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,054,585
Total loss/gain on sale of assets2018-12-31$-370,238
Total of all expenses incurred2018-12-31$2,398,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,996,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$30,851,816
Value of total assets at beginning of year2018-12-31$34,304,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$401,601
Total interest from all sources2018-12-31$836,394
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$54,232
Was this plan covered by a fidelity bond2018-12-31No
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$288,676
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$264,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$218,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$226,291
Administrative expenses (other) incurred2018-12-31$272,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,452,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,851,816
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,304,732
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
Investment advisory and management fees2018-12-31$70,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,096,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,630,128
Interest earned on other investments2018-12-31$4,717
Income. Interest from US Government securities2018-12-31$25,267
Income. Interest from corporate debt instruments2018-12-31$788,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$729,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$477,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$477,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,638
Asset value of US Government securities at end of year2018-12-31$796,770
Asset value of US Government securities at beginning of year2018-12-31$42,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-650,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,996,730
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$17,320,573
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$19,070,977
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,401,971
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,592,940
Contract administrator fees2018-12-31$3,822
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
Aggregate proceeds on sale of assets2018-12-31$12,067,042
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,437,280
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 name2018-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2018-12-31454051133
2017 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,340,408
Total unrealized appreciation/depreciation of assets2017-12-31$1,340,408
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$2,697,571
Total loss/gain on sale of assets2017-12-31$17,696
Total of all expenses incurred2017-12-31$1,934,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,671,056
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$34,304,732
Value of total assets at beginning of year2017-12-31$33,541,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$263,765
Total interest from all sources2017-12-31$885,964
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$45,530
Was this plan covered by a fidelity bond2017-12-31No
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$264,450
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$85,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$226,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$248,792
Administrative expenses (other) incurred2017-12-31$133,057
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$762,750
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,304,732
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,541,982
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
Investment advisory and management fees2017-12-31$78,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,630,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,258,776
Interest earned on other investments2017-12-31$9,576
Income. Interest from US Government securities2017-12-31$35,804
Income. Interest from corporate debt instruments2017-12-31$837,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$477,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$696,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$696,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,004
Asset value of US Government securities at end of year2017-12-31$42,067
Asset value of US Government securities at beginning of year2017-12-31$4,126,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$453,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$1,671,056
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$19,070,977
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$15,882,169
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,592,940
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,243,855
Contract administrator fees2017-12-31$6,759
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
Aggregate proceeds on sale of assets2017-12-31$11,974,371
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,956,675
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 name2017-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2017-12-31454051133
2016 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$344,061
Total unrealized appreciation/depreciation of assets2016-12-31$344,061
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$2,233,155
Total loss/gain on sale of assets2016-12-31$429,939
Total of all expenses incurred2016-12-31$1,963,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,717,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$33,541,982
Value of total assets at beginning of year2016-12-31$33,271,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$245,770
Total interest from all sources2016-12-31$902,531
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$255,264
Administrative expenses professional fees incurred2016-12-31$51,100
Was this plan covered by a fidelity bond2016-12-31No
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$85,451
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$248,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$109,822
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$270,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,541,982
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,271,866
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
Investment advisory and management fees2016-12-31$79,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,258,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,838,593
Income. Interest from US Government securities2016-12-31$68,355
Income. Interest from corporate debt instruments2016-12-31$831,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$696,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$986,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$986,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,889
Asset value of US Government securities at end of year2016-12-31$4,126,589
Asset value of US Government securities at beginning of year2016-12-31$944,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$556,624
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$1,717,269
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$15,882,169
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$23,247,624
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,243,855
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$5,670
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
Aggregate proceeds on sale of assets2016-12-31$15,043,357
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,613,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2016-12-31454051133
2015 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,113,121
Total unrealized appreciation/depreciation of assets2015-12-31$-1,113,121
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$0
Total income from all sources (including contributions)2015-12-31$-466,197
Total loss/gain on sale of assets2015-12-31$100,130
Total of all expenses incurred2015-12-31$2,114,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,901,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$33,271,866
Value of total assets at beginning of year2015-12-31$35,852,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$213,125
Total interest from all sources2015-12-31$975,604
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$255,264
Assets. Real estate other than employer real property at beginning of year2015-12-31$258,825
Administrative expenses professional fees incurred2015-12-31$50,289
Was this plan covered by a fidelity bond2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$469
Administrative expenses (other) incurred2015-12-31$79,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,580,683
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,271,866
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,852,549
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
Investment advisory and management fees2015-12-31$83,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,838,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,741,749
Interest earned on other investments2015-12-31$6,162
Income. Interest from US Government securities2015-12-31$41,382
Income. Interest from corporate debt instruments2015-12-31$928,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$986,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$723,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$723,693
Asset value of US Government securities at end of year2015-12-31$944,065
Asset value of US Government securities at beginning of year2015-12-31$512,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-428,810
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,901,361
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$23,247,624
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$25,614,965
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
Aggregate proceeds on sale of assets2015-12-31$12,829,164
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,729,034
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 name2015-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2015-12-31454051133
2014 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$160,882
Total unrealized appreciation/depreciation of assets2014-12-31$160,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,519,905
Total loss/gain on sale of assets2014-12-31$41,593
Total of all expenses incurred2014-12-31$1,491,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,332,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$35,852,549
Value of total assets at beginning of year2014-12-31$33,823,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$158,817
Total interest from all sources2014-12-31$14,702
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$378,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$258,825
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$76,867
Was this plan covered by a fidelity bond2014-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$62,184
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$2,028,589
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,852,549
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,823,960
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
Investment advisory and management fees2014-12-31$19,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,741,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from US Government securities2014-12-31$14,702
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$33,823,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$723,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$512,848
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$115,060
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
Income. Dividends from preferred stock2014-12-31$378,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,332,499
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$25,614,965
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$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$4,625,597
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,584,004
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 name2014-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2014-12-31454051133
2013 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$-1,203,553
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,386,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,301,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$33,823,960
Value of total assets at beginning of year2013-12-31$36,414,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,957
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$35,889
Was this plan covered by a fidelity bond2013-12-31No
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$49,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,590,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,823,960
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,414,345
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 master investment trust accounts at end of year2013-12-31$33,823,960
Value of interest in master investment trust accounts at beginning of year2013-12-31$36,414,345
Net gain/loss from 103.12 investment entities2013-12-31$-1,203,553
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$1,301,875
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2013-12-31454051133
2012 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,589,745
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,535,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,443,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$36,414,345
Value of total assets at beginning of year2012-12-31$34,359,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,594
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,283
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$41,311
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$2,054,483
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,414,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,359,862
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 master investment trust accounts at end of year2012-12-31$36,414,345
Value of interest in master investment trust accounts at beginning of year2012-12-31$34,359,862
Net gain/loss from 103.12 investment entities2012-12-31$3,589,745
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$1,443,668
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 investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2012-12-31454051133
2011 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,429,225
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,191,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,105,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$34,359,862
Value of total assets at beginning of year2011-12-31$32,121,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85,232
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$43,868
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$41,364
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$2,238,223
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,359,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,121,639
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 master investment trust accounts at end of year2011-12-31$34,359,862
Value of interest in master investment trust accounts at beginning of year2011-12-31$32,121,639
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$1,105,770
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 investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FREED MAXICK CPAS, PC
Accountancy firm EIN2011-12-31454051133
2010 : ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,761,643
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,259,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,177,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$32,121,639
Value of total assets at beginning of year2010-12-31$30,619,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,662
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$42,078
Was this plan covered by a fidelity bond2010-12-31No
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
Administrative expenses (other) incurred2010-12-31$40,584
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$1,501,665
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,121,639
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,619,974
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 master investment trust accounts at end of year2010-12-31$32,121,639
Value of interest in master investment trust accounts at beginning of year2010-12-31$30,619,974
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$1,177,316
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 investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
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 name2010-12-31FREED, MAXICK & BATTAGLIA, PC
Accountancy firm EIN2010-12-31161608956
2009 : ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN

2022: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. JOSEPH HOSPITAL RETIREMENT INCOME 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. JOSEPH HOSPITAL RETIREMENT INCOME PLAN 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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