?>
Logo

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL
Plan identification number 002

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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

WARREN GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:WARREN GENERAL HOSPITAL
Employer identification number (EIN):250965598
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about WARREN GENERAL HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 676465

More information about WARREN GENERAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL

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
0022017-01-01JULIE JACOBS
0022016-01-01JULIE JACOBS
0022015-01-01JULIE JACOBS
0022014-01-01JULIE JACOBS
0022013-01-01JULIE JACOBS
0022012-01-01JULIE JACOBS
0022011-01-01JULIE JACOBS
0022010-01-01MURRAY MARSH JR
0022009-01-01MURRAY MARSH JR

Plan Statistics for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL

Measure Date Value
2022: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2022 401k membership
Market value of plan assets2022-12-3135,714,471
Acturial value of plan assets2022-12-3133,145,597
Funding target for retired participants and beneficiaries receiving payment2022-12-3117,692,291
Number of terminated vested participants2022-12-31144
Fundng target for terminated vested participants2022-12-315,580,236
Active participant vested funding target2022-12-317,427,685
Number of active participants2022-12-31109
Total funding liabilities for active participants2022-12-317,427,685
Total participant count2022-12-31548
Total funding target for all participants2022-12-3130,700,212
Balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31322,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31340,330
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31687,500
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 date2022-12-31662,991
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 cost2022-12-31300,796
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31662,991
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01548
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-01290
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2021 401k membership
Market value of plan assets2021-12-3132,440,611
Acturial value of plan assets2021-12-3129,237,344
Funding target for retired participants and beneficiaries receiving payment2021-12-3116,955,327
Number of terminated vested participants2021-12-31138
Fundng target for terminated vested participants2021-12-315,429,645
Active participant vested funding target2021-12-317,830,181
Number of active participants2021-12-31131
Total funding liabilities for active participants2021-12-317,830,181
Total participant count2021-12-31564
Total funding target for all participants2021-12-3130,215,153
Balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31750,000
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 date2021-12-31727,754
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-31314,239
Net shortfall amortization installment of oustanding balance2021-12-31977,809
Total funding amount beforereflecting carryover/prefunding balances2021-12-31405,411
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31405,411
Contributions allocatedtoward minimum required contributions for current year2021-12-31727,754
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01564
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-01277
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2020 401k membership
Market value of plan assets2020-12-3129,082,485
Acturial value of plan assets2020-12-3127,322,112
Funding target for retired participants and beneficiaries receiving payment2020-12-3117,423,155
Number of terminated vested participants2020-12-31138
Fundng target for terminated vested participants2020-12-314,773,121
Active participant vested funding target2020-12-318,789,800
Number of active participants2020-12-31144
Total funding liabilities for active participants2020-12-318,789,800
Total participant count2020-12-31574
Total funding target for all participants2020-12-3130,986,076
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
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 year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,097,851
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 date2020-12-311,057,927
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 cost2020-12-31373,652
Net shortfall amortization installment of oustanding balance2020-12-313,663,964
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,056,799
Additional cash requirement2020-12-311,056,799
Contributions allocatedtoward minimum required contributions for current year2020-12-311,057,927
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01574
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-01278
Number of other retired or separated participants entitled to future benefits2020-01-01130
Total of all active and inactive participants2020-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-01565
2019: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-3123,734,244
Acturial value of plan assets2019-12-3125,320,588
Funding target for retired participants and beneficiaries receiving payment2019-12-3116,818,269
Number of terminated vested participants2019-12-31145
Fundng target for terminated vested participants2019-12-314,893,449
Active participant vested funding target2019-12-318,979,800
Number of active participants2019-12-31155
Total funding liabilities for active participants2019-12-318,979,800
Total participant count2019-12-31582
Total funding target for all participants2019-12-3130,691,518
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
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
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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,380,705
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 date2019-12-311,313,021
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-31371,922
Net shortfall amortization installment of oustanding balance2019-12-315,370,930
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,313,021
Additional cash requirement2019-12-311,313,021
Contributions allocatedtoward minimum required contributions for current year2019-12-311,313,021
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01582
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-01274
Number of other retired or separated participants entitled to future benefits2019-01-01138
Total of all active and inactive participants2019-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-3127,123,097
Acturial value of plan assets2018-12-3125,314,730
Funding target for retired participants and beneficiaries receiving payment2018-12-3115,604,551
Number of terminated vested participants2018-12-31145
Fundng target for terminated vested participants2018-12-314,620,063
Active participant vested funding target2018-12-318,878,924
Number of active participants2018-12-31171
Total funding liabilities for active participants2018-12-318,878,924
Total participant count2018-12-31586
Total funding target for all participants2018-12-3129,103,538
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
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
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31456,255
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 date2018-12-31437,508
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31365,792
Net shortfall amortization installment of oustanding balance2018-12-313,788,808
Total funding amount beforereflecting carryover/prefunding balances2018-12-31437,508
Additional cash requirement2018-12-31437,508
Contributions allocatedtoward minimum required contributions for current year2018-12-31437,508
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01586
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-01264
Number of other retired or separated participants entitled to future benefits2018-01-01145
Total of all active and inactive participants2018-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-3125,938,019
Acturial value of plan assets2017-12-3126,519,101
Funding target for retired participants and beneficiaries receiving payment2017-12-3115,154,616
Number of terminated vested participants2017-12-31200
Fundng target for terminated vested participants2017-12-315,490,423
Active participant vested funding target2017-12-318,519,879
Number of active participants2017-12-31180
Total funding liabilities for active participants2017-12-318,589,461
Total participant count2017-12-31650
Total funding target for all participants2017-12-3129,234,500
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
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
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31416,826
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 date2017-12-31399,000
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31399,000
Net shortfall amortization installment of oustanding balance2017-12-312,715,399
Total funding amount beforereflecting carryover/prefunding balances2017-12-31399,000
Additional cash requirement2017-12-31399,000
Contributions allocatedtoward minimum required contributions for current year2017-12-31399,000
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01650
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-01254
Number of other retired or separated participants entitled to future benefits2017-01-01145
Total of all active and inactive participants2017-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-3124,815,076
Acturial value of plan assets2016-12-3126,920,794
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,413,219
Number of terminated vested participants2016-12-31200
Fundng target for terminated vested participants2016-12-315,098,185
Active participant vested funding target2016-12-318,408,349
Number of active participants2016-12-31199
Total funding liabilities for active participants2016-12-318,459,437
Total participant count2016-12-31658
Total funding target for all participants2016-12-3127,970,841
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
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
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31725,878
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 date2016-12-31691,889
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31691,889
Net shortfall amortization installment of oustanding balance2016-12-311,050,047
Total funding amount beforereflecting carryover/prefunding balances2016-12-31691,889
Additional cash requirement2016-12-31691,889
Contributions allocatedtoward minimum required contributions for current year2016-12-31691,889
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01658
Total number of active participants reported on line 7a of the Form 55002016-01-01180
Number of retired or separated participants receiving benefits2016-01-01251
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-01681
Total number of active participants reported on line 7a of the Form 55002015-01-01199
Number of retired or separated participants receiving benefits2015-01-01240
Number of other retired or separated participants entitled to future benefits2015-01-01200
Total of all active and inactive participants2015-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-01689
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-01215
Number of other retired or separated participants entitled to future benefits2014-01-01216
Total of all active and inactive participants2014-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0120
Total participants2014-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-01691
Total number of active participants reported on line 7a of the Form 55002013-01-01242
Number of retired or separated participants receiving benefits2013-01-01207
Number of other retired or separated participants entitled to future benefits2013-01-01224
Total of all active and inactive participants2013-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-01699
Total number of active participants reported on line 7a of the Form 55002012-01-01261
Number of retired or separated participants receiving benefits2012-01-01199
Number of other retired or separated participants entitled to future benefits2012-01-01220
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-01708
Total number of active participants reported on line 7a of the Form 55002011-01-01277
Number of retired or separated participants receiving benefits2011-01-01186
Number of other retired or separated participants entitled to future benefits2011-01-01223
Total of all active and inactive participants2011-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-01-01715
Total number of active participants reported on line 7a of the Form 55002010-01-01304
Number of retired or separated participants receiving benefits2010-01-01173
Number of other retired or separated participants entitled to future benefits2010-01-01218
Total of all active and inactive participants2010-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-01718
Total number of active participants reported on line 7a of the Form 55002009-01-01329
Number of retired or separated participants receiving benefits2009-01-01164
Number of other retired or separated participants entitled to future benefits2009-01-01213
Total of all active and inactive participants2009-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01715
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL

Measure Date Value
2022 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-900,589
Total unrealized appreciation/depreciation of assets2022-12-31$-900,589
Total income from all sources (including contributions)2022-12-31$-3,705,330
Total loss/gain on sale of assets2022-12-31$332,277
Total of all expenses incurred2022-12-31$2,034,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,673,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$687,500
Value of total assets at end of year2022-12-31$29,974,940
Value of total assets at beginning of year2022-12-31$35,714,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$361,342
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$521,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$351,318
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$18,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$21,183
Administrative expenses (other) incurred2022-12-31$289,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,739,732
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,974,940
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,714,672
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$71,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,768,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,428,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$406,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,134,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,134,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,345,565
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
Contributions received in cash from employer2022-12-31$687,500
Employer contributions (assets) at end of year2022-12-31$187,500
Employer contributions (assets) at beginning of year2022-12-31$150,000
Income. Dividends from common stock2022-12-31$169,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,673,060
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,593,803
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,980,428
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$3,544,248
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,211,971
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$873,335
Total unrealized appreciation/depreciation of assets2021-12-31$873,335
Total income from all sources (including contributions)2021-12-31$5,244,170
Total loss/gain on sale of assets2021-12-31$783,663
Total of all expenses incurred2021-12-31$1,971,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,593,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$750,000
Value of total assets at end of year2021-12-31$35,714,672
Value of total assets at beginning of year2021-12-31$32,441,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$377,636
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$444,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$238,251
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$21,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$22,619
Administrative expenses (other) incurred2021-12-31$305,239
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$3,272,916
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,714,672
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,441,756
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$72,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,428,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,159,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,134,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,015,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,015,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,392,938
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$750,000
Employer contributions (assets) at end of year2021-12-31$150,000
Employer contributions (assets) at beginning of year2021-12-31$305,251
Income. Dividends from common stock2021-12-31$205,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,593,618
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,980,428
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$8,937,948
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$3,636,006
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,852,343
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$684,662
Total unrealized appreciation/depreciation of assets2020-12-31$684,662
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$5,361,266
Total loss/gain on sale of assets2020-12-31$265,499
Total of all expenses incurred2020-12-31$2,013,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,581,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,097,851
Value of total assets at end of year2020-12-31$32,441,756
Value of total assets at beginning of year2020-12-31$29,093,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$431,462
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$512,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$328,908
Administrative expenses professional fees incurred2020-12-31$6,907
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$22,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,961
Administrative expenses (other) incurred2020-12-31$366,935
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$3,347,876
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,441,756
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,093,880
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$57,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,159,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,888,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,015,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$830,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$830,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,800,962
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$1,097,851
Employer contributions (assets) at end of year2020-12-31$305,251
Employer contributions (assets) at beginning of year2020-12-31$614,818
Income. Dividends from common stock2020-12-31$183,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,581,928
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,937,948
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,738,787
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$2,807,623
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,542,124
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2020-12-31550486667
2019 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,640,949
Total unrealized appreciation/depreciation of assets2019-12-31$1,640,949
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$7,213,716
Total loss/gain on sale of assets2019-12-31$238,225
Total of all expenses incurred2019-12-31$1,855,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,419,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,380,705
Value of total assets at end of year2019-12-31$29,093,880
Value of total assets at beginning of year2019-12-31$23,735,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$436,588
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$550,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$371,003
Administrative expenses professional fees incurred2019-12-31$16,218
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,382
Administrative expenses (other) incurred2019-12-31$365,443
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$5,358,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,093,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,735,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$54,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,888,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,446,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$830,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$709,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$709,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,403,097
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,380,705
Employer contributions (assets) at end of year2019-12-31$614,818
Employer contributions (assets) at beginning of year2019-12-31$158,316
Income. Dividends from common stock2019-12-31$179,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,419,056
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,738,787
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,394,918
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,807,525
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,569,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2019-12-31550486667
2018 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-878,537
Total unrealized appreciation/depreciation of assets2018-12-31$-878,537
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$0
Total income from all sources (including contributions)2018-12-31$-1,468,594
Total loss/gain on sale of assets2018-12-31$33,121
Total of all expenses incurred2018-12-31$1,920,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,491,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$456,255
Value of total assets at end of year2018-12-31$23,735,808
Value of total assets at beginning of year2018-12-31$27,125,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$429,200
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$562,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$392,468
Administrative expenses professional fees incurred2018-12-31$14,674
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,453
Administrative expenses (other) incurred2018-12-31$354,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,389,296
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,735,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,125,104
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$59,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,446,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,948,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$709,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$367,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$367,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,641,436
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
Contributions received in cash from employer2018-12-31$456,255
Employer contributions (assets) at end of year2018-12-31$158,316
Employer contributions (assets) at beginning of year2018-12-31$135,276
Income. Dividends from common stock2018-12-31$169,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,491,502
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$6,394,918
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,660,389
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$2,679,682
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,646,561
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 name2018-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2018-12-31550486667
2017 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$225,219
Total unrealized appreciation/depreciation of assets2017-12-31$225,219
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$4,377,743
Total loss/gain on sale of assets2017-12-31$77,034
Total of all expenses incurred2017-12-31$3,195,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,716,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$416,826
Value of total assets at end of year2017-12-31$27,125,104
Value of total assets at beginning of year2017-12-31$25,942,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$478,552
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$493,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$474,988
Administrative expenses professional fees incurred2017-12-31$31,240
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,253
Administrative expenses (other) incurred2017-12-31$380,900
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$1,182,456
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,125,104
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,942,648
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$66,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,948,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,581,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$367,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,098,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,098,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,165,020
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
Contributions received in cash from employer2017-12-31$416,826
Employer contributions (assets) at end of year2017-12-31$135,276
Employer contributions (assets) at beginning of year2017-12-31$258,853
Income. Dividends from common stock2017-12-31$18,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,716,735
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$6,660,389
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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$652,815
Aggregate carrying amount (costs) on sale of assets2017-12-31$575,781
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 name2017-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2017-12-31550486667
2016 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,967,821
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,848,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,428,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$725,878
Value of total assets at end of year2016-12-31$25,942,648
Value of total assets at beginning of year2016-12-31$24,823,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$420,071
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$561,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$561,113
Administrative expenses professional fees incurred2016-12-31$21,799
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,519
Administrative expenses (other) incurred2016-12-31$335,452
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$1,119,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,942,648
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,823,366
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$62,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,581,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,383,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,098,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,125,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,125,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,680,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$725,878
Employer contributions (assets) at end of year2016-12-31$258,853
Employer contributions (assets) at beginning of year2016-12-31$310,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,428,468
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2016-12-31550486667
2015 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-579,068
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,582,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,292,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$675,937
Value of total assets at end of year2015-12-31$24,823,366
Value of total assets at beginning of year2015-12-31$26,984,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$290,140
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$472,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$472,234
Administrative expenses professional fees incurred2015-12-31$31,426
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,939
Administrative expenses (other) incurred2015-12-31$198,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,161,395
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,823,366
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,984,761
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$60,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,383,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,916,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,125,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$966,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$966,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,727,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$675,937
Employer contributions (assets) at end of year2015-12-31$310,366
Employer contributions (assets) at beginning of year2015-12-31$98,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,292,187
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2015-12-31550486667
2014 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$2,076,249
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,299,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,113,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$507,306
Value of total assets at end of year2014-12-31$26,984,761
Value of total assets at beginning of year2014-12-31$26,208,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$186,466
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$446,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$446,305
Administrative expenses professional fees incurred2014-12-31$2,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,266
Administrative expenses (other) incurred2014-12-31$126,448
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$776,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,984,761
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,208,187
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$57,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,916,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,867,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$966,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,102,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,102,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,122,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$507,306
Employer contributions (assets) at end of year2014-12-31$98,896
Employer contributions (assets) at beginning of year2014-12-31$231,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,113,209
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARNETT CARBIS TOOTHMAN, LLP
Accountancy firm EIN2014-12-31550486667
2013 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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$5,172,759
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,136,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$995,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$601,119
Value of total assets at end of year2013-12-31$26,208,187
Value of total assets at beginning of year2013-12-31$22,172,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$141,044
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$356,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$356,826
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,266
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$136
Administrative expenses (other) incurred2013-12-31$91,221
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$4,036,055
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,208,187
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,172,132
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
Investment advisory and management fees2013-12-31$49,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,867,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,512,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,102,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,659,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,659,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,214,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$601,119
Employer contributions (assets) at end of year2013-12-31$231,405
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$995,660
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARBIS WALKER, LLP
Accountancy firm EIN2013-12-31250988255
2012 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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$3,347,477
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,060,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$912,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$554,814
Value of total assets at end of year2012-12-31$22,172,132
Value of total assets at beginning of year2012-12-31$19,885,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$148,365
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$644,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$644,124
Administrative expenses professional fees incurred2012-12-31$21,850
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,027
Administrative expenses (other) incurred2012-12-31$77,322
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$2,286,910
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,172,132
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,885,222
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
Investment advisory and management fees2012-12-31$49,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,512,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,271,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,659,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,059,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,059,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,148,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$554,814
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$539,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$912,202
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KERSEY & ASSOCIATES, PC
Accountancy firm EIN2012-12-31251874952
2011 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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$729,816
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$849,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$734,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,213,111
Value of total assets at end of year2011-12-31$19,885,222
Value of total assets at beginning of year2011-12-31$20,004,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$114,859
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$292,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$292,563
Administrative expenses professional fees incurred2011-12-31$7,350
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13,687
Administrative expenses (other) incurred2011-12-31$53,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-119,353
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,885,222
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,004,575
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
Investment advisory and management fees2011-12-31$53,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,271,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,003,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,059,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$459,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$459,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-775,858
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
Contributions received in cash from employer2011-12-31$1,213,111
Employer contributions (assets) at end of year2011-12-31$539,765
Employer contributions (assets) at beginning of year2011-12-31$528,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$734,310
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KERSEY & ASSOCIATES, PC
Accountancy firm EIN2011-12-31251874952
2010 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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$3,353,855
Total loss/gain on sale of assets2010-12-31$157,714
Total of all expenses incurred2010-12-31$807,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$694,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$910,697
Value of total assets at end of year2010-12-31$20,004,575
Value of total assets at beginning of year2010-12-31$17,458,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,597
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$525,568
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$16,969
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,143
Administrative expenses (other) incurred2010-12-31$49,210
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$2,546,175
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,004,575
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,458,400
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
Investment advisory and management fees2010-12-31$47,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,003,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,644,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$459,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$593,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$593,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,759,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$910,697
Employer contributions (assets) at end of year2010-12-31$528,737
Employer contributions (assets) at beginning of year2010-12-31$208,508
Income. Dividends from common stock2010-12-31$525,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$694,083
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$10,116,732
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,959,018
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 name2010-12-31KERSEY & ASSOCIATES, PC
Accountancy firm EIN2010-12-31251874952
2009 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL

2022: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF WARREN GENERAL HOSPITAL 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3