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RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 401k Plan overview

Plan NameRETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM
Plan identification number 003

RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEST PENN ALLEGHENY HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:WEST PENN ALLEGHENY HEALTH SYSTEM
Employer identification number (EIN):251840484

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01BETH ROSS
0032016-01-01BETH ROSS
0032015-01-01BETH ROSS
0032014-01-01CYNTHIA JOHNSON CYNTHIA JOHNSON2015-10-14
0032013-01-01BART METZGER BART METZGER2014-10-09
0032012-01-01BART METZGER
0032011-01-01BART METZGER
0032010-01-01BART METZGER
0032009-01-01SUNNY WOOD

Plan Statistics for RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM

401k plan membership statisitcs for RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM

Measure Date Value
2017: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2017 401k membership
Market value of plan assets2017-12-3182,392,126
Acturial value of plan assets2017-12-3183,745,772
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,310,801
Number of terminated vested participants2017-12-31775
Fundng target for terminated vested participants2017-12-3114,233,457
Active participant vested funding target2017-12-3168,933,506
Number of active participants2017-12-313,214
Total funding liabilities for active participants2017-12-3169,466,724
Total participant count2017-12-314,242
Total funding target for all participants2017-12-3194,010,982
Balance at beginning of prior year after applicable adjustments2017-12-311,296,000
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-311,296,000
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 year2017-12-311,296,000
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3114,038,000
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 date2017-12-3113,097,275
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 cost2017-12-315,766,496
Net shortfall amortization installment of oustanding balance2017-12-3111,561,210
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-317,664,982
Carryover balance elected to use to offset funding requirement2017-12-311,296,000
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-316,368,982
Contributions allocatedtoward minimum required contributions for current year2017-12-3113,097,275
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,240
Total number of active participants reported on line 7a of the Form 55002017-01-013,244
Number of retired or separated participants receiving benefits2017-01-01247
Number of other retired or separated participants entitled to future benefits2017-01-01884
Total of all active and inactive participants2017-01-014,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-014,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01142
2016: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2016 401k membership
Market value of plan assets2016-12-3177,494,393
Acturial value of plan assets2016-12-3177,494,393
Funding target for retired participants and beneficiaries receiving payment2016-12-318,874,496
Number of terminated vested participants2016-12-31955
Fundng target for terminated vested participants2016-12-3119,211,778
Active participant vested funding target2016-12-3159,496,651
Number of active participants2016-12-311,758
Total funding liabilities for active participants2016-12-3159,799,549
Total participant count2016-12-312,951
Total funding target for all participants2016-12-3187,885,823
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 contributions2016-12-315,069,418
Total employee contributions2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Total participants, beginning-of-year2016-01-012,692
Total number of active participants reported on line 7a of the Form 55002016-01-013,026
Number of retired or separated participants receiving benefits2016-01-01241
Number of other retired or separated participants entitled to future benefits2016-01-01769
Total of all active and inactive participants2016-01-014,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-014,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0166
2015: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2015 401k membership
Total participants, beginning-of-year2015-01-013,219
Total number of active participants reported on line 7a of the Form 55002015-01-011,610
Number of retired or separated participants receiving benefits2015-01-01252
Number of other retired or separated participants entitled to future benefits2015-01-01774
Total of all active and inactive participants2015-01-012,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0156
Total participants2015-01-012,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01223
2014: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2014 401k membership
Total participants, beginning-of-year2014-01-013,135
Total number of active participants reported on line 7a of the Form 55002014-01-012,300
Number of retired or separated participants receiving benefits2014-01-01225
Number of other retired or separated participants entitled to future benefits2014-01-01679
Total of all active and inactive participants2014-01-013,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-013,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01589
2013: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2013 401k membership
Total participants, beginning-of-year2013-01-013,168
Total number of active participants reported on line 7a of the Form 55002013-01-012,283
Number of retired or separated participants receiving benefits2013-01-01219
Number of other retired or separated participants entitled to future benefits2013-01-01599
Total of all active and inactive participants2013-01-013,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0134
Total participants2013-01-013,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01501
2012: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2012 401k membership
Total participants, beginning-of-year2012-01-012,699
Total number of active participants reported on line 7a of the Form 55002012-01-012,398
Number of retired or separated participants receiving benefits2012-01-01204
Number of other retired or separated participants entitled to future benefits2012-01-01551
Total of all active and inactive participants2012-01-013,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-013,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01359
2011: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2011 401k membership
Total participants, beginning-of-year2011-01-012,092
Total number of active participants reported on line 7a of the Form 55002011-01-011,844
Number of retired or separated participants receiving benefits2011-01-01172
Number of other retired or separated participants entitled to future benefits2011-01-01674
Total of all active and inactive participants2011-01-012,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-012,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2010 401k membership
Total participants, beginning-of-year2010-01-012,095
Total number of active participants reported on line 7a of the Form 55002010-01-011,265
Number of retired or separated participants receiving benefits2010-01-01175
Number of other retired or separated participants entitled to future benefits2010-01-01729
Total of all active and inactive participants2010-01-012,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-012,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0139
2009: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-011,317
Number of retired or separated participants receiving benefits2009-01-01103
Number of other retired or separated participants entitled to future benefits2009-01-01666
Total of all active and inactive participants2009-01-012,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-012,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM

Measure Date Value
2017 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$28,050,237
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,011,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,619,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,038,000
Value of total assets at end of year2017-12-31$105,645,727
Value of total assets at beginning of year2017-12-31$82,606,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,391,466
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,854
Administrative expenses (other) incurred2017-12-31$1,391,466
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$23,039,087
Value of net assets at end of year (total assets less liabilities)2017-12-31$105,645,727
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$82,606,640
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
Value of interest in master investment trust accounts at end of year2017-12-31$93,911,727
Value of interest in master investment trust accounts at beginning of year2017-12-31$77,522,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$14,038,000
Employer contributions (assets) at end of year2017-12-31$11,734,000
Employer contributions (assets) at beginning of year2017-12-31$5,069,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,619,684
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
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$10,775,615
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,677,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,507,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,069,418
Value of total assets at end of year2016-12-31$82,606,640
Value of total assets at beginning of year2016-12-31$77,508,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,170,410
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,854
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,474
Administrative expenses (other) incurred2016-12-31$1,170,410
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$5,097,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$82,606,640
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,508,867
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
Value of interest in master investment trust accounts at end of year2016-12-31$77,522,368
Value of interest in master investment trust accounts at beginning of year2016-12-31$77,494,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,069,418
Employer contributions (assets) at end of year2016-12-31$5,069,418
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,507,432
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$4,176,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,760,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,787,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,057,956
Value of total assets at end of year2015-12-31$77,508,867
Value of total assets at beginning of year2015-12-31$79,093,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$973,433
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,474
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$21,727
Other income not declared elsewhere2015-12-31$-7,253
Administrative expenses (other) incurred2015-12-31$973,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,584,390
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,508,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,093,257
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
Value of interest in master investment trust accounts at end of year2015-12-31$77,494,393
Value of interest in master investment trust accounts at beginning of year2015-12-31$77,297,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,057,956
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,773,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,787,319
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$14,866,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,266,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,375,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,289,672
Value of total assets at end of year2014-12-31$79,093,257
Value of total assets at beginning of year2014-12-31$68,493,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$891,663
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$21,727
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$20,792
Administrative expenses (other) incurred2014-12-31$891,663
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$10,599,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,093,257
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,493,370
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
Value of interest in master investment trust accounts at end of year2014-12-31$77,297,602
Value of interest in master investment trust accounts at beginning of year2014-12-31$66,508,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,289,672
Employer contributions (assets) at end of year2014-12-31$1,773,928
Employer contributions (assets) at beginning of year2014-12-31$1,963,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,375,277
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$10,358,996
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,689,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,876,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,898,304
Value of total assets at end of year2013-12-31$68,493,370
Value of total assets at beginning of year2013-12-31$64,824,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$812,969
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$20,792
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,320
Administrative expenses (other) incurred2013-12-31$812,969
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$3,669,175
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,493,370
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,824,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$66,508,832
Value of interest in master investment trust accounts at beginning of year2013-12-31$63,104,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,898,304
Employer contributions (assets) at end of year2013-12-31$1,963,746
Employer contributions (assets) at beginning of year2013-12-31$1,703,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,876,852
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 name2013-12-31URISH POPECK AND CO., LLC
Accountancy firm EIN2013-12-31251306171
2012 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$10,830,694
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,211,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,477,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,624,440
Value of total assets at end of year2012-12-31$64,824,195
Value of total assets at beginning of year2012-12-31$59,204,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$733,323
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,320
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,282
Administrative expenses (other) incurred2012-12-31$733,323
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$5,619,420
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,824,195
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,204,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$63,104,224
Value of interest in master investment trust accounts at beginning of year2012-12-31$58,670,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,621,158
Employer contributions (assets) at end of year2012-12-31$1,703,651
Employer contributions (assets) at beginning of year2012-12-31$534,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,477,951
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 name2012-12-31URISH POPECK AND CO., LLC
Accountancy firm EIN2012-12-31251306171
2011 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$7,477,717
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,849,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,618,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,679,588
Value of total assets at end of year2011-12-31$59,204,775
Value of total assets at beginning of year2011-12-31$56,576,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$230,476
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Administrative expenses (other) incurred2011-12-31$230,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,628,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,204,775
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$56,576,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$58,670,402
Value of interest in master investment trust accounts at beginning of year2011-12-31$55,361,670
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$2,679,588
Employer contributions (assets) at end of year2011-12-31$534,373
Employer contributions (assets) at beginning of year2011-12-31$1,214,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,618,763
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31URISH POPECK AND CO., LLC
Accountancy firm EIN2011-12-31251306171
2010 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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$9,123,934
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,957,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,502,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,114,601
Value of total assets at end of year2010-12-31$56,576,297
Value of total assets at beginning of year2010-12-31$52,410,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$455,939
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,500,000
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
Administrative expenses (other) incurred2010-12-31$455,939
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$4,165,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$56,576,297
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,410,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$55,361,670
Value of interest in master investment trust accounts at beginning of year2010-12-31$46,967,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,114,601
Employer contributions (assets) at end of year2010-12-31$1,214,627
Employer contributions (assets) at beginning of year2010-12-31$5,442,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,502,040
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31URISH POPECK AND CO., LLC
Accountancy firm EIN2010-12-31251306171
2009 : RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM

2017: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 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 ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR ELIGIBLE REPRESENTED EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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