FAYETTE REGIONAL HEALTH SYSTEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT
| Measure | Date | Value |
|---|
| 2020 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-06-30 | $2,595,401 |
| Total of all expenses incurred | 2020-06-30 | $1,926,892 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,823,070 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $1,869,312 |
| Value of total assets at end of year | 2020-06-30 | $17,527,687 |
| Value of total assets at beginning of year | 2020-06-30 | $16,859,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $103,822 |
| Total interest from all sources | 2020-06-30 | $7,354 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $391,348 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $391,348 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Administrative expenses (other) incurred | 2020-06-30 | $59,685 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $668,509 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $17,527,687 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $16,859,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $44,137 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $17,153,447 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $16,489,202 |
| Interest earned on other investments | 2020-06-30 | $7,354 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $374,240 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $369,976 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $327,387 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $1,869,312 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,823,070 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | BKD, LLP |
| Accountancy firm EIN | 2020-06-30 | 440160260 |
| 2019 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-06-30 | $2,743,067 |
| Total of all expenses incurred | 2019-06-30 | $1,538,159 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $1,437,596 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,743,109 |
| Value of total assets at end of year | 2019-06-30 | $16,859,178 |
| Value of total assets at beginning of year | 2019-06-30 | $15,654,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $100,563 |
| Total interest from all sources | 2019-06-30 | $6,566 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $375,924 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $375,924 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Administrative expenses (other) incurred | 2019-06-30 | $57,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $1,204,908 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $16,859,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $15,654,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $42,911 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $16,489,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $15,446,107 |
| Interest earned on other investments | 2019-06-30 | $6,566 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $369,976 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $208,163 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $617,468 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $1,743,109 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $1,437,596 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-06-30 | No |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | BKD, LLP |
| Accountancy firm EIN | 2019-06-30 | 440160260 |
| 2018 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-06-30 | $2,904,000 |
| Total of all expenses incurred | 2018-06-30 | $1,200,089 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,091,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,748,955 |
| Value of total assets at end of year | 2018-06-30 | $15,654,270 |
| Value of total assets at beginning of year | 2018-06-30 | $13,950,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $108,440 |
| Total interest from all sources | 2018-06-30 | $3,045 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $295,817 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $295,817 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Administrative expenses (other) incurred | 2018-06-30 | $61,891 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $1,703,911 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $15,654,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $13,950,359 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $46,549 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $15,446,107 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $13,817,326 |
| Interest earned on other investments | 2018-06-30 | $3,045 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $208,163 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $133,033 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $856,183 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $1,748,955 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,091,649 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | BKD, LLP |
| Accountancy firm EIN | 2018-06-30 | 440160260 |
| 2017 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-06-30 | $3,310,027 |
| Total of all expenses incurred | 2017-06-30 | $1,154,059 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,058,196 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,700,626 |
| Value of total assets at end of year | 2017-06-30 | $13,950,359 |
| Value of total assets at beginning of year | 2017-06-30 | $11,794,391 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $95,863 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $240,077 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Administrative expenses (other) incurred | 2017-06-30 | $70,384 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $2,155,968 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $13,950,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $11,794,391 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $25,479 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $13,817,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $11,794,391 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $133,033 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $1,369,324 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $1,700,626 |
| Income. Dividends from preferred stock | 2017-06-30 | $240,077 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,058,196 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | Yes |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | BKD, LLP |
| Accountancy firm EIN | 2017-06-30 | 440160260 |
| 2016 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-06-30 | $1,761,756 |
| Total of all expenses incurred | 2016-06-30 | $992,445 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $891,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,731,191 |
| Value of total assets at end of year | 2016-06-30 | $11,794,391 |
| Value of total assets at beginning of year | 2016-06-30 | $11,025,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $100,581 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $769,311 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $11,794,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $11,025,080 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $100,581 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $11,794,391 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $11,025,080 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $30,565 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $1,731,191 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $891,864 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | BKD, LLP |
| Accountancy firm EIN | 2016-06-30 | 440160260 |
| 2015 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2015 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
| Total income from all sources (including contributions) | 2015-06-30 | $1,997,362 |
| Total of all expenses incurred | 2015-06-30 | $928,647 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $828,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,662,298 |
| Value of total assets at end of year | 2015-06-30 | $11,025,080 |
| Value of total assets at beginning of year | 2015-06-30 | $9,956,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $100,085 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $1,068,715 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $11,025,080 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $9,956,365 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $100,085 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $11,025,080 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $9,956,365 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $335,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $1,662,298 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $828,562 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | BKD, LLP |
| Accountancy firm EIN | 2015-06-30 | 440160260 |
| 2014 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $3,076,569 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $1,058,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $990,354 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,718,328 |
| Value of total assets at end of year | 2014-06-30 | $9,956,365 |
| Value of total assets at beginning of year | 2014-06-30 | $7,938,355 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $68,205 |
| Total interest from all sources | 2014-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $2,018,010 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $9,956,365 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $7,938,355 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $68,205 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $9,956,365 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $7,938,355 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $1,358,241 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $1,718,328 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $990,354 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | BKD, LLP |
| Accountancy firm EIN | 2014-06-30 | 440160260 |
| 2013 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-06-30 | $2,579,691 |
| Total of all expenses incurred | 2013-06-30 | $405,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $355,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,866,634 |
| Value of total assets at end of year | 2013-06-30 | $7,938,355 |
| Value of total assets at beginning of year | 2013-06-30 | $5,763,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $49,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Administrative expenses (other) incurred | 2013-06-30 | $49,902 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $2,174,625 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $7,938,355 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $5,763,730 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $7,938,355 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $5,763,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $713,057 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $1,866,634 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $355,164 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | BKD, LLP |
| Accountancy firm EIN | 2013-06-30 | 440160260 |
| 2012 : THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT 2012 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $1,148,569 |
| Total of all expenses incurred | 2012-06-30 | $327,609 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $289,551 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,181,915 |
| Value of total assets at end of year | 2012-06-30 | $5,763,730 |
| Value of total assets at beginning of year | 2012-06-30 | $4,942,770 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $38,058 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Administrative expenses (other) incurred | 2012-06-30 | $38,058 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $820,960 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $5,763,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $4,942,770 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $5,763,730 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $4,942,770 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-33,346 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $1,181,915 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $289,551 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | BKD, LLP |
| Accountancy firm EIN | 2012-06-30 | 440160260 |
