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WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 401k Plan overview

Plan NameWESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN
Plan identification number 001

WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.C.
Employer identification number (EIN):264709927
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2009-03-11
Company Identification Number: 3784762
Legal Registered Office Address: 100 WOODS RD.
Westchester
VALHALLA
United States of America (USA)
10595

More information about WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN MORGAN2023-10-16
0012022-01-01JOHN MORGAN2024-02-26
0012021-01-01JOHN MORGAN2022-10-12
0012020-01-01JORDY RABINOWITZ2021-10-15
0012019-01-01DEBORAH BRKICH2020-10-01
0012018-01-01
0012017-01-01DEBORAH BRKICH DEBORAH BRKICH2018-10-03
0012016-01-01DEBORAH BRKICH DEBORAH BRKICH2017-08-09
0012015-01-01JOHN MORGAN JOHN MORGAN2016-10-07
0012014-01-01JOHN MORGAN JOHN MORGAN2015-10-09
0012013-01-01JOHN MORGAN JOHN MORGAN2014-10-14
0012012-01-01PAUL HOCHENBERG PAUL HOCHENBERG2013-10-09
0012011-01-01PAUL HOCHENBERG PAUL HOCHENBERG2012-10-15
0012010-01-01PAUL HOCHENBERG2011-07-20 PAUL HOCHENBERG2011-07-20

Plan Statistics for WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN

401k plan membership statisitcs for WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN

Measure Date Value
2022: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,414
Total number of active participants reported on line 7a of the Form 55002022-01-013,927
Number of retired or separated participants receiving benefits2022-01-01118
Number of other retired or separated participants entitled to future benefits2022-01-01759
Total of all active and inactive participants2022-01-014,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,804
Number of participants with account balances2022-01-014,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,934
Total number of active participants reported on line 7a of the Form 55002021-01-013,659
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-01697
Total of all active and inactive participants2021-01-014,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,414
Number of participants with account balances2021-01-013,840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,748
Total number of active participants reported on line 7a of the Form 55002020-01-013,374
Number of retired or separated participants receiving benefits2020-01-0154
Number of other retired or separated participants entitled to future benefits2020-01-01506
Total of all active and inactive participants2020-01-013,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,934
Number of participants with account balances2020-01-013,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,242
Total number of active participants reported on line 7a of the Form 55002019-01-013,677
Number of retired or separated participants receiving benefits2019-01-0171
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,748
Number of participants with account balances2019-01-012,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,884
Total number of active participants reported on line 7a of the Form 55002018-01-012,862
Number of retired or separated participants receiving benefits2018-01-01134
Number of other retired or separated participants entitled to future benefits2018-01-01246
Total of all active and inactive participants2018-01-013,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,242
Number of participants with account balances2018-01-012,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,680
Total number of active participants reported on line 7a of the Form 55002017-01-012,573
Number of retired or separated participants receiving benefits2017-01-01153
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-012,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,884
Number of participants with account balances2017-01-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01772
Total number of active participants reported on line 7a of the Form 55002016-01-012,450
Number of retired or separated participants receiving benefits2016-01-01186
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,636
Number of participants with account balances2016-01-011,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01595
Total number of active participants reported on line 7a of the Form 55002015-01-01696
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01772
Number of participants with account balances2015-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01438
Total number of active participants reported on line 7a of the Form 55002014-01-01511
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01553
Number of participants with account balances2014-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01405
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01438
Number of participants with account balances2013-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01263
Total number of active participants reported on line 7a of the Form 55002012-01-01287
Number of retired or separated participants receiving benefits2012-01-0114
Total of all active and inactive participants2012-01-01301
Total participants2012-01-01301
Number of participants with account balances2012-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01249
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01263
Total participants2011-01-01263
Number of participants with account balances2011-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN

Measure Date Value
2022 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,173,287
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,608,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,966,793
Expenses. Certain deemed distributions of participant loans2022-12-31$94,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$42,350,130
Value of total assets at end of year2022-12-31$235,241,622
Value of total assets at beginning of year2022-12-31$256,022,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$546,828
Total interest from all sources2022-12-31$127,679
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,603,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,603,651
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$24,793,896
Participant contributions at end of year2022-12-31$2,252,656
Participant contributions at beginning of year2022-12-31$2,099,236
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,033,636
Other income not declared elsewhere2022-12-31$93,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,781,348
Value of net assets at end of year (total assets less liabilities)2022-12-31$235,241,622
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$256,022,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$157,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$218,934,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$240,658,972
Interest on participant loans2022-12-31$127,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,529,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,816,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-52,348,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,522,598
Employer contributions (assets) at end of year2022-12-31$524,953
Employer contributions (assets) at beginning of year2022-12-31$447,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,966,793
Contract administrator fees2022-12-31$389,004
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$70,378,578
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,694,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,198,406
Expenses. Certain deemed distributions of participant loans2021-12-31$9,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,593,306
Value of total assets at end of year2021-12-31$256,022,970
Value of total assets at beginning of year2021-12-31$204,338,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$486,593
Total interest from all sources2021-12-31$392,547
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,448,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,448,443
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,479,966
Participant contributions at end of year2021-12-31$2,099,236
Participant contributions at beginning of year2021-12-31$1,796,373
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,100,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$91,505
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$51,684,317
Value of net assets at end of year (total assets less liabilities)2021-12-31$256,022,970
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$204,338,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$101,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$240,658,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$188,430,495
Interest on participant loans2021-12-31$123,790
Interest earned on other investments2021-12-31$268,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,816,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,805,179
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,852,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,012,990
Employer contributions (assets) at end of year2021-12-31$447,992
Employer contributions (assets) at beginning of year2021-12-31$306,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,198,406
Contract administrator fees2021-12-31$385,499
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,091,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$57,856,413
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,243,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,844,735
Expenses. Certain deemed distributions of participant loans2020-12-31$99,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,243,389
Value of total assets at end of year2020-12-31$204,338,653
Value of total assets at beginning of year2020-12-31$154,634,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$299,566
Total interest from all sources2020-12-31$402,709
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,014,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,014,178
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$18,855,899
Participant contributions at end of year2020-12-31$1,796,373
Participant contributions at beginning of year2020-12-31$1,725,729
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,774,723
Other income not declared elsewhere2020-12-31$66,066
Administrative expenses (other) incurred2020-12-31$4,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$46,612,620
Value of net assets at end of year (total assets less liabilities)2020-12-31$204,338,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$154,634,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$188,430,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$141,504,311
Interest on participant loans2020-12-31$123,022
Interest earned on other investments2020-12-31$279,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,805,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,080,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,130,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,612,767
Employer contributions (assets) at end of year2020-12-31$306,606
Employer contributions (assets) at beginning of year2020-12-31$324,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,844,735
Contract administrator fees2020-12-31$274,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$52,398,902
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,919,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,547,183
Expenses. Certain deemed distributions of participant loans2019-12-31$153,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,488,682
Value of total assets at end of year2019-12-31$154,634,947
Value of total assets at beginning of year2019-12-31$110,155,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$218,342
Total interest from all sources2019-12-31$99,751
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,886,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,886,770
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,499,961
Participant contributions at end of year2019-12-31$1,725,729
Participant contributions at beginning of year2019-12-31$1,225,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,283,450
Other income not declared elsewhere2019-12-31$39,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$44,479,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$154,634,947
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$110,155,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$141,504,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,541,608
Interest on participant loans2019-12-31$99,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,080,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,114,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,884,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,705,271
Employer contributions (assets) at end of year2019-12-31$324,060
Employer contributions (assets) at beginning of year2019-12-31$274,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,547,183
Contract administrator fees2019-12-31$218,342
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,989,489
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,727,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,489,365
Expenses. Certain deemed distributions of participant loans2018-12-31$50,443
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,145,065
Value of total assets at end of year2018-12-31$110,155,384
Value of total assets at beginning of year2018-12-31$102,893,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$187,962
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$241,291
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,120,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,120,580
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,807,433
Participant contributions at end of year2018-12-31$1,225,379
Participant contributions at beginning of year2018-12-31$1,034,682
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,415,012
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$7,261,719
Value of net assets at end of year (total assets less liabilities)2018-12-31$110,155,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$102,893,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$99,541,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$92,664,302
Interest on participant loans2018-12-31$65,825
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$175,466
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,114,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,725,958
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,517,447
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$6,922,620
Employer contributions (assets) at end of year2018-12-31$274,119
Employer contributions (assets) at beginning of year2018-12-31$468,723
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,489,365
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$187,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$34,517,154
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,587,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,317,264
Expenses. Certain deemed distributions of participant loans2017-12-31$86,070
Value of total corrective distributions2017-12-31$20,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,408,497
Value of total assets at end of year2017-12-31$102,893,665
Value of total assets at beginning of year2017-12-31$75,963,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,240
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$202,023
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,307,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,307,434
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$12,084,748
Participant contributions at end of year2017-12-31$1,034,682
Participant contributions at beginning of year2017-12-31$853,983
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
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$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,400,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$26,929,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$102,893,665
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$75,963,890
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$92,664,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,025,217
Interest on participant loans2017-12-31$51,532
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$150,491
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,725,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,855,221
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,599,200
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,922,924
Employer contributions (assets) at end of year2017-12-31$468,723
Employer contributions (assets) at beginning of year2017-12-31$2,229,469
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,317,264
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$163,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BARKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$42,711,432
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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,390,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,379,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,334,310
Expenses. Certain deemed distributions of participant loans2016-12-31$1,183
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,881,385
Value of total assets at end of year2016-12-31$75,963,890
Value of total assets at beginning of year2016-12-31$23,241,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,830
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$22,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$802,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$802,013
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Contributions received from participants2016-12-31$5,283,186
Participant contributions at end of year2016-12-31$853,983
Participant contributions at beginning of year2016-12-31$163,998
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$131,933
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,045,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$7
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$10,011,455
Value of net assets at end of year (total assets less liabilities)2016-12-31$75,963,890
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,241,003
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,025,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,902,489
Interest on participant loans2016-12-31$14,090
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$8,888
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,855,221
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,684,402
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,553,009
Employer contributions (assets) at end of year2016-12-31$2,229,469
Employer contributions (assets) at beginning of year2016-12-31$42,583
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,334,310
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$43,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,925,461
Total of all expenses incurred2015-12-31$826,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$797,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,222,514
Value of total assets at end of year2015-12-31$23,241,003
Value of total assets at beginning of year2015-12-31$17,142,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,833
Total interest from all sources2015-12-31$8,480
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,010,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,010,465
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$4,503,829
Participant contributions at end of year2015-12-31$163,998
Participant contributions at beginning of year2015-12-31$195,823
Participant contributions at end of year2015-12-31$131,933
Participant contributions at beginning of year2015-12-31$85,347
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$321,896
Other income not declared elsewhere2015-12-31$111
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$6,098,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,241,003
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,142,160
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$22,902,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,783,658
Interest on participant loans2015-12-31$8,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,316,109
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$2,396,789
Employer contributions (assets) at end of year2015-12-31$42,583
Employer contributions (assets) at beginning of year2015-12-31$77,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$797,785
Contract administrator fees2015-12-31$28,833
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 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,267,520
Total of all expenses incurred2014-12-31$811,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$791,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,380,851
Value of total assets at end of year2014-12-31$17,142,160
Value of total assets at beginning of year2014-12-31$10,686,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,362
Total interest from all sources2014-12-31$7,004
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$497,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$497,509
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,979,885
Participant contributions at end of year2014-12-31$195,823
Participant contributions at beginning of year2014-12-31$115,309
Participant contributions at end of year2014-12-31$85,347
Participant contributions at beginning of year2014-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,823,970
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$6,455,913
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,142,160
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,686,247
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$16,783,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,515,667
Interest on participant loans2014-12-31$7,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$382,156
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$1,576,996
Employer contributions (assets) at end of year2014-12-31$77,332
Employer contributions (assets) at beginning of year2014-12-31$54,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$791,245
Contract administrator fees2014-12-31$20,362
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 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,057,990
Total of all expenses incurred2013-12-31$543,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$529,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,749,177
Value of total assets at end of year2013-12-31$10,686,247
Value of total assets at beginning of year2013-12-31$6,171,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,272
Total interest from all sources2013-12-31$3,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$252,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$252,668
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,190,865
Participant contributions at end of year2013-12-31$115,309
Participant contributions at beginning of year2013-12-31$82,885
Participant contributions at end of year2013-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$354,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,514,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,686,247
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,171,617
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$10,515,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,980,388
Interest on participant loans2013-12-31$3,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,053,082
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$1,203,560
Employer contributions (assets) at end of year2013-12-31$54,771
Employer contributions (assets) at beginning of year2013-12-31$102,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$529,088
Contract administrator fees2013-12-31$14,272
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,400,676
Total of all expenses incurred2012-12-31$259,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$247,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,864,933
Value of total assets at end of year2012-12-31$6,171,617
Value of total assets at beginning of year2012-12-31$3,030,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,843
Total interest from all sources2012-12-31$4,906
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$124,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$124,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,798,577
Participant contributions at end of year2012-12-31$82,885
Participant contributions at beginning of year2012-12-31$10,993
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,027
Other income not declared elsewhere2012-12-31$35
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$3,141,439
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,171,617
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,030,178
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,980,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,959,967
Interest on participant loans2012-12-31$4,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$406,473
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$972,329
Employer contributions (assets) at end of year2012-12-31$102,217
Employer contributions (assets) at beginning of year2012-12-31$59,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$247,394
Contract administrator fees2012-12-31$11,843
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$101,238
Total income from all sources (including contributions)2011-12-31$1,960,327
Total of all expenses incurred2011-12-31$67,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$65,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,987,865
Value of total assets at end of year2011-12-31$3,030,178
Value of total assets at beginning of year2011-12-31$1,238,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,875
Total interest from all sources2011-12-31$451
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,673
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$1,168,606
Participant contributions at end of year2011-12-31$10,993
Participant contributions at beginning of year2011-12-31$2,652
Participant contributions at beginning of year2011-12-31$54
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$148,077
Liabilities. Value of operating payables at beginning of year2011-12-31$101,238
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$1,892,420
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,030,178
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,137,758
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,959,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,180,524
Interest on participant loans2011-12-31$451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,662
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$671,182
Employer contributions (assets) at end of year2011-12-31$59,190
Employer contributions (assets) at beginning of year2011-12-31$55,766
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,032
Contract administrator fees2011-12-31$2,875
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984

Form 5500 Responses for WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN

2022: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTCHESTER COUNTY HEALTHCARE CORPORATION AFFILIATED EMPLOYERS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95872-01
Policy instance 1
Insurance contract or identification number95872-01
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95872-01
Policy instance 1
Insurance contract or identification number95872-01
Number of Individuals Covered227
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95872-01
Policy instance 1
Insurance contract or identification number95872-01
Number of Individuals Covered251
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95872-01
Policy instance 1
Insurance contract or identification number95872-01
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95872-01
Policy instance 1
Insurance contract or identification number95872-01
Number of Individuals Covered244
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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