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Plan Name | ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | ATRIUM HEALTH SYSTEM |
Employer identification number (EIN): | 310537492 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about ATRIUM HEALTH SYSTEM
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1913-12-23 |
Company Identification Number: | 32722 |
Legal Registered Office Address: |
110 N. MAIN ST. STE 900 DAYTON United States of America (USA) 45402 |
More information about ATRIUM HEALTH SYSTEM
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | WILLIAM LINESCH | |||
001 | 2011-01-01 | THOMAS J. MALONEY JR. | |||
001 | 2010-01-01 | THOMAS J. MALONEY JR. | |||
001 | 2009-01-01 | THOMAS J. MALONEY JR. | THOMAS J. MALONEY JR. | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2012: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,061 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 32 |
2011: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,030 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,454 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 121 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 478 |
Total of all active and inactive participants | 2011-01-01 | 2,053 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 2,061 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 66 |
2010: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,898 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,498 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 406 |
Total of all active and inactive participants | 2010-01-01 | 2,022 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 2,030 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 57 |
2009: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,843 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,414 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 361 |
Total of all active and inactive participants | 2009-01-01 | 1,890 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 1,898 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 49 |
Measure | Date | Value |
---|---|---|
2012 : ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $31,670,565 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,849,155 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,710,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,243,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $31,531,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $467,063 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $795,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $795,339 |
Administrative expenses professional fees incurred | 2012-12-31 | $312,700 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $5,784,216 |
Other income not declared elsewhere | 2012-12-31 | $679,719 |
Administrative expenses (other) incurred | 2012-12-31 | $79,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $138,862 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,531,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $44,695 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,329,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $15,112 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $15,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,374,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,402,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,243,230 |
Contract administrator fees | 2012-12-31 | $29,798 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2012-12-31 | 381357951 |
2011 : ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,110,349 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,211,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,770,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,057,275 |
Value of total assets at end of year | 2011-12-31 | $31,531,703 |
Value of total assets at beginning of year | 2011-12-31 | $28,632,516 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $440,525 |
Total interest from all sources | 2011-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $677,027 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $677,027 |
Administrative expenses professional fees incurred | 2011-12-31 | $327,608 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $5,784,216 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $4,014,670 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $179 |
Other income not declared elsewhere | 2011-12-31 | $1,021,671 |
Administrative expenses (other) incurred | 2011-12-31 | $76,606 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,899,187 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,531,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,632,516 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $22,329,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $22,520,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $15,112 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $16,821 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $16,821 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,645,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,057,275 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,402,475 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,080,187 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,770,637 |
Contract administrator fees | 2011-12-31 | $36,311 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2011-12-31 | 381357951 |
2010 : ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,220,343 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,098,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,594,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,587,377 |
Value of total assets at end of year | 2010-12-31 | $28,632,516 |
Value of total assets at beginning of year | 2010-12-31 | $25,510,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $503,915 |
Total interest from all sources | 2010-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $752,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $752,741 |
Administrative expenses professional fees incurred | 2010-12-31 | $350,599 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $4,014,670 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $179 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2 |
Other income not declared elsewhere | 2010-12-31 | $116,164 |
Administrative expenses (other) incurred | 2010-12-31 | $119,729 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,122,290 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,632,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,510,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $22,520,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,150,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $16,821 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $26,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $26,699 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,764,050 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,587,377 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,080,187 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,333,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,594,138 |
Contract administrator fees | 2010-12-31 | $33,587 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2010-12-31 | 381357951 |
2009 : ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ATRIUM HEALTH SYSTEM CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |