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RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHRISTIAN H. BUHL LEGACY TRUST has sponsored the creation of one or more 401k plans.

Company Name:CHRISTIAN H. BUHL LEGACY TRUST
Employer identification number (EIN):250979377
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01
0012013-07-01
0012012-07-01JOHN DAVIDSON
0012011-07-01JOHN DAVIDSON
0012009-07-01JOHN DAVIDSON

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM

Measure Date Value
2014: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2014 401k membership
Total participants, beginning-of-year2014-07-01689
Total number of active participants reported on line 7a of the Form 55002014-07-010
Total of all active and inactive participants2014-07-010
Total participants2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2013 401k membership
Total participants, beginning-of-year2013-07-011,662
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-01448
Number of other retired or separated participants entitled to future benefits2013-07-01226
Total of all active and inactive participants2013-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0115
Total participants2013-07-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2012 401k membership
Total participants, beginning-of-year2012-07-011,746
Total number of active participants reported on line 7a of the Form 55002012-07-01899
Number of retired or separated participants receiving benefits2012-07-01428
Number of other retired or separated participants entitled to future benefits2012-07-01335
Total of all active and inactive participants2012-07-011,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0113
Total participants2012-07-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2011 401k membership
Total participants, beginning-of-year2011-07-011,826
Total number of active participants reported on line 7a of the Form 55002011-07-01991
Number of retired or separated participants receiving benefits2011-07-01411
Number of other retired or separated participants entitled to future benefits2011-07-01344
Total of all active and inactive participants2011-07-011,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0116
Total participants2011-07-011,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2009 401k membership
Total participants, beginning-of-year2009-07-012,026
Total number of active participants reported on line 7a of the Form 55002009-07-011,224
Number of retired or separated participants receiving benefits2009-07-01356
Number of other retired or separated participants entitled to future benefits2009-07-01317
Total of all active and inactive participants2009-07-011,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0119
Total participants2009-07-011,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0137

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM

Measure Date Value
2015 : RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2015 401k financial data
Total transfer of assets from this plan2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,255
Total income from all sources (including contributions)2015-06-30$6,685,711
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$56,552,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$56,409,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,005,735
Value of total assets at end of year2015-06-30$0
Value of total assets at beginning of year2015-06-30$49,867,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$143,198
Total interest from all sources2015-06-30$9,590
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$10,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$10,983
Administrative expenses professional fees incurred2015-06-30$40,744
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$30,947
Liabilities. Value of operating payables at beginning of year2015-06-30$1,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-49,866,581
Value of net assets at end of year (total assets less liabilities)2015-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$49,866,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$71,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Income. Interest from US Government securities2015-06-30$5,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$46,867,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$46,867,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$4,308
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$49,528,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,659,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,005,735
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,880,404
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30Yes
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BKD, LLP
Accountancy firm EIN2015-06-30440160260
2014 : RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$22,023
Total income from all sources (including contributions)2014-06-30$28,032,598
Total loss/gain on sale of assets2014-06-30$146,788
Total of all expenses incurred2014-06-30$52,571,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$52,215,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$23,000,000
Value of total assets at end of year2014-06-30$49,867,836
Value of total assets at beginning of year2014-06-30$74,427,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$355,814
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$254,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$254,432
Administrative expenses professional fees incurred2014-06-30$100,400
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$33,844
Administrative expenses (other) incurred2014-06-30$194,664
Liabilities. Value of operating payables at end of year2014-06-30$1,255
Liabilities. Value of operating payables at beginning of year2014-06-30$22,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-24,539,190
Value of net assets at end of year (total assets less liabilities)2014-06-30$49,866,581
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$74,405,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$3,755,668
Investment advisory and management fees2014-06-30$60,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$69,715,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$46,867,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$956,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$956,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,597,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$23,000,000
Employer contributions (assets) at end of year2014-06-30$3,000,000
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$52,215,974
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$3,943,050
Aggregate carrying amount (costs) on sale of assets2014-06-30$3,796,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BKD, LLP
Accountancy firm EIN2014-06-30440160260
2013 : RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$173,913
Total unrealized appreciation/depreciation of assets2013-06-30$173,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$22,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$46,493
Total income from all sources (including contributions)2013-06-30$12,817,249
Total loss/gain on sale of assets2013-06-30$-12,841
Total of all expenses incurred2013-06-30$5,826,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,466,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$600,000
Value of total assets at end of year2013-06-30$74,427,794
Value of total assets at beginning of year2013-06-30$67,461,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$359,559
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$2,671,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$2,671,373
Administrative expenses professional fees incurred2013-06-30$103,403
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$-1,161
Administrative expenses (other) incurred2013-06-30$203,598
Liabilities. Value of operating payables at end of year2013-06-30$22,023
Liabilities. Value of operating payables at beginning of year2013-06-30$46,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,990,716
Value of net assets at end of year (total assets less liabilities)2013-06-30$74,405,771
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$67,415,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$3,755,668
Assets. partnership/joint venture interests at beginning of year2013-06-30$3,575,081
Investment advisory and management fees2013-06-30$52,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$69,715,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$61,671,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$956,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$936,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$936,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$9,385,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$600,000
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$1,278,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,466,974
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$9,826,706
Aggregate carrying amount (costs) on sale of assets2013-06-30$9,839,547
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BKD, LLP
Accountancy firm EIN2013-06-30440160260
2012 : RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-268,488
Total unrealized appreciation/depreciation of assets2012-06-30$-268,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$46,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$45,242
Total income from all sources (including contributions)2012-06-30$1,061,670
Total loss/gain on sale of assets2012-06-30$5,352
Total of all expenses incurred2012-06-30$4,623,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,337,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,068,880
Value of total assets at end of year2012-06-30$67,461,548
Value of total assets at beginning of year2012-06-30$71,022,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$286,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$102,091
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$125,507
Liabilities. Value of operating payables at end of year2012-06-30$46,493
Liabilities. Value of operating payables at beginning of year2012-06-30$45,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-3,562,165
Value of net assets at end of year (total assets less liabilities)2012-06-30$67,415,055
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$70,977,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$3,575,081
Assets. partnership/joint venture interests at beginning of year2012-06-30$3,843,569
Investment advisory and management fees2012-06-30$58,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$61,671,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$63,516,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$936,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,289,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,289,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-744,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,068,880
Employer contributions (assets) at end of year2012-06-30$1,278,080
Employer contributions (assets) at beginning of year2012-06-30$2,372,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,337,461
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$6,636,316
Aggregate carrying amount (costs) on sale of assets2012-06-30$6,630,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260
2011 : RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$239,201
Total unrealized appreciation/depreciation of assets2011-06-30$239,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$45,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$55,423
Total income from all sources (including contributions)2011-06-30$18,187,302
Total loss/gain on sale of assets2011-06-30$712,577
Total of all expenses incurred2011-06-30$5,796,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$5,413,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,120,400
Value of total assets at end of year2011-06-30$71,022,462
Value of total assets at beginning of year2011-06-30$58,641,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$382,447
Total interest from all sources2011-06-30$25
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$132,488
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$5,448
Administrative expenses (other) incurred2011-06-30$191,548
Liabilities. Value of operating payables at end of year2011-06-30$45,242
Liabilities. Value of operating payables at beginning of year2011-06-30$55,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,391,255
Value of net assets at end of year (total assets less liabilities)2011-06-30$70,977,220
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$58,585,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$3,843,569
Assets. partnership/joint venture interests at beginning of year2011-06-30$3,604,369
Investment advisory and management fees2011-06-30$58,411
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$63,516,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$54,340,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,289,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$696,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$696,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$13,109,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,120,400
Employer contributions (assets) at end of year2011-06-30$2,372,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$5,413,600
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$14,973,068
Aggregate carrying amount (costs) on sale of assets2011-06-30$14,260,491
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BKD, LLP
Accountancy firm EIN2011-06-30440160260

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM

2014: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingYes
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF SHARON REGIONAL HEALTH SYSTEM 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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