WELLSPAN HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN
| Measure | Date | Value |
|---|
| 2020 : CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| 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 | $12,831,165 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,269,647 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,242,031 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $23,517 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,626,530 |
| Value of total assets at end of year | 2020-12-31 | $62,337,803 |
| Value of total assets at beginning of year | 2020-12-31 | $51,776,285 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,099 |
| Total interest from all sources | 2020-12-31 | $187,331 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,830,494 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,830,494 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $4,557,723 |
| Participant contributions at end of year | 2020-12-31 | $949,812 |
| Participant contributions at beginning of year | 2020-12-31 | $1,002,310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $68,807 |
| Other income not declared elsewhere | 2020-12-31 | $4,650 |
| Administrative expenses (other) incurred | 2020-12-31 | $4,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $10,561,518 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $62,337,803 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,776,285 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $52,157,019 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $42,165,553 |
| Interest on participant loans | 2020-12-31 | $47,195 |
| Interest earned on other investments | 2020-12-31 | $140,136 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $9,230,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $8,608,422 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,176,942 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $5,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,242,031 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | SMITH ELLIOTT KEARNS & COMPANY |
| Accountancy firm EIN | 2020-12-31 | 520783935 |
| 2019 : CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $12,318,437 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,763,372 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,739,328 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $17,129 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,337,685 |
| Value of total assets at end of year | 2019-12-31 | $51,776,285 |
| Value of total assets at beginning of year | 2019-12-31 | $41,221,220 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,915 |
| Total interest from all sources | 2019-12-31 | $187,289 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,408,260 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,408,260 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $4,024,380 |
| Participant contributions at end of year | 2019-12-31 | $1,002,310 |
| Participant contributions at beginning of year | 2019-12-31 | $944,813 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $313,305 |
| Other income not declared elsewhere | 2019-12-31 | $1,718 |
| Administrative expenses (other) incurred | 2019-12-31 | $6,915 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $10,555,065 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,776,285 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $41,221,220 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $42,165,553 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $32,230,533 |
| Interest on participant loans | 2019-12-31 | $46,372 |
| Interest earned on other investments | 2019-12-31 | $140,917 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $8,608,422 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $8,045,874 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,377,671 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $5,814 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,739,328 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SMITH ELLIOTT KEARNS & COMPANY |
| Accountancy firm EIN | 2019-12-31 | 520783935 |
| 2018 : CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| 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 | $1,479,842 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,203,606 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,185,864 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $11,741 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,882,016 |
| Value of total assets at end of year | 2018-12-31 | $41,221,220 |
| Value of total assets at beginning of year | 2018-12-31 | $40,944,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,001 |
| Total interest from all sources | 2018-12-31 | $241,489 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,306,013 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,306,013 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,702,300 |
| Participant contributions at end of year | 2018-12-31 | $944,813 |
| Participant contributions at beginning of year | 2018-12-31 | $837,915 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $179,716 |
| Other income not declared elsewhere | 2018-12-31 | $-3,163 |
| Administrative expenses (other) incurred | 2018-12-31 | $6,001 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $276,236 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $41,221,220 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,944,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $32,230,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $32,458,523 |
| Interest on participant loans | 2018-12-31 | $45,502 |
| Interest earned on other investments | 2018-12-31 | $195,987 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $8,045,874 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,648,546 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,944,156 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-2,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,185,864 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SMITH ELLIOTT KEARNS & COMPANY |
| Accountancy firm EIN | 2018-12-31 | 520783935 |
| 2017 : CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $9,114,832 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,802,577 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,792,853 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,739,709 |
| Value of total assets at end of year | 2017-12-31 | $40,944,984 |
| Value of total assets at beginning of year | 2017-12-31 | $33,632,729 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,811 |
| Total interest from all sources | 2017-12-31 | $264,383 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,380,755 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,380,755 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,468,931 |
| Participant contributions at end of year | 2017-12-31 | $837,915 |
| Participant contributions at beginning of year | 2017-12-31 | $663,169 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $270,778 |
| Other income not declared elsewhere | 2017-12-31 | $199 |
| Administrative expenses (other) incurred | 2017-12-31 | $5,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $7,312,255 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,944,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,632,729 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $32,458,523 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $25,618,393 |
| Interest on participant loans | 2017-12-31 | $40,910 |
| Interest earned on other investments | 2017-12-31 | $223,473 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,648,546 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $7,351,167 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,016,541 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $713,245 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,792,853 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CHARLES L. STRAUSBAUGH, CPA, PC |
| Accountancy firm EIN | 2017-12-31 | 251877259 |
