?>
Plan Name | SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SOUTHERN OHIO MEDICAL CENTER |
Employer identification number (EIN): | 310678022 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about SOUTHERN OHIO MEDICAL CENTER
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1954-01-22 |
Company Identification Number: | 237915 |
Legal Registered Office Address: |
1805 27TH ST - PORTSMOUTH United States of America (USA) 45662 |
More information about SOUTHERN OHIO MEDICAL CENTER
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | VICKI A. NOEL | |||
003 | 2016-01-01 | VICKI A. NOEL | |||
003 | 2015-01-01 | VICKI A. NOEL | |||
003 | 2014-01-01 | VICKI A. NOEL | |||
003 | 2013-01-01 | VICKI A. NOEL | |||
003 | 2012-01-01 | VICKI A. NOEL | |||
003 | 2011-01-01 | VICKI A. NOEL | |||
003 | 2010-01-01 | VICKI A. NOEL | |||
003 | 2009-01-01 | VICKI A. NOEL |
Measure | Date | Value |
---|---|---|
2022: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 83,251,869 |
Acturial value of plan assets | 2022-12-31 | 81,497,057 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 174,284 |
Number of terminated vested participants | 2022-12-31 | 269 |
Fundng target for terminated vested participants | 2022-12-31 | 4,209,935 |
Active participant vested funding target | 2022-12-31 | 56,995,841 |
Number of active participants | 2022-12-31 | 2,661 |
Total funding liabilities for active participants | 2022-12-31 | 57,547,950 |
Total participant count | 2022-12-31 | 2,934 |
Total funding target for all participants | 2022-12-31 | 61,932,169 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 18,757,211 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 4,846,706 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 13,910,505 |
Present value of excess contributions | 2022-12-31 | 4,547,677 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 4,754,142 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 4,754,142 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 19,296,184 |
Total employer contributions | 2022-12-31 | 2,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,831,143 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 5,312,737 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 5,044,033 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 4,655,140 |
Additional cash requirement | 2022-12-31 | 388,893 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,831,143 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 2,934 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,481 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 286 |
Total of all active and inactive participants | 2022-01-01 | 2,775 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 2,776 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 81 |
2021: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 81,227,433 |
Acturial value of plan assets | 2021-12-31 | 73,590,893 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 41,793 |
Number of terminated vested participants | 2021-12-31 | 285 |
Fundng target for terminated vested participants | 2021-12-31 | 4,515,336 |
Active participant vested funding target | 2021-12-31 | 54,384,250 |
Number of active participants | 2021-12-31 | 2,624 |
Total funding liabilities for active participants | 2021-12-31 | 54,833,812 |
Total participant count | 2021-12-31 | 2,911 |
Total funding target for all participants | 2021-12-31 | 59,390,941 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 18,132,457 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 5,193,440 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 12,939,017 |
Present value of excess contributions | 2021-12-31 | 3,270,118 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 3,784,181 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 3,784,181 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 18,757,211 |
Total employer contributions | 2021-12-31 | 5,500,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 5,081,087 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 4,955,190 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 4,557,259 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 5,380,116 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 4,846,706 |
Additional cash requirement | 2021-12-31 | 533,410 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 5,081,087 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,478 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 268 |
Total of all active and inactive participants | 2021-01-01 | 2,750 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 2,751 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 62 |
2020: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 79,940,150 |
Acturial value of plan assets | 2020-12-31 | 76,844,505 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 6,207,037 |
Number of terminated vested participants | 2020-12-31 | 272 |
Fundng target for terminated vested participants | 2020-12-31 | 4,670,600 |
Active participant vested funding target | 2020-12-31 | 54,017,795 |
Number of active participants | 2020-12-31 | 2,572 |
Total funding liabilities for active participants | 2020-12-31 | 54,506,477 |
Total participant count | 2020-12-31 | 3,097 |
Total funding target for all participants | 2020-12-31 | 65,384,114 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 16,158,558 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 4,674,096 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 11,484,462 |
Present value of excess contributions | 2020-12-31 | 3,651,145 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,374,072 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,374,072 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 18,132,457 |
Total employer contributions | 2020-12-31 | 5,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 4,649,036 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 5,062,482 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 6,672,066 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 6,572,358 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 5,193,440 |
Additional cash requirement | 2020-12-31 | 1,378,918 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 4,649,036 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 3,097 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,495 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 285 |
Total of all active and inactive participants | 2020-01-01 | 2,782 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2,782 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 52 |
2019: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 68,853,393 |
Acturial value of plan assets | 2019-12-31 | 72,419,973 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 5,993,031 |
Number of terminated vested participants | 2019-12-31 | 301 |
Fundng target for terminated vested participants | 2019-12-31 | 5,019,789 |
Active participant vested funding target | 2019-12-31 | 50,024,985 |
Number of active participants | 2019-12-31 | 2,480 |
Total funding liabilities for active participants | 2019-12-31 | 50,486,704 |
Total participant count | 2019-12-31 | 3,033 |
Total funding target for all participants | 2019-12-31 | 61,499,524 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 18,000,525 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 4,159,980 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 13,840,545 |
Present value of excess contributions | 2019-12-31 | 3,260,268 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 3,080,627 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 3,080,627 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 16,158,558 |
Total employer contributions | 2019-12-31 | 4,500,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 4,170,487 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 4,067,732 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 5,238,109 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 5,193,438 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 4,674,096 |
Additional cash requirement | 2019-12-31 | 519,342 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,170,487 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 3,033 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,392 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 221 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 272 |
Total of all active and inactive participants | 2019-01-01 | 2,885 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 32 |
Total participants | 2019-01-01 | 2,917 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 58 |
2018: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 74,354,238 |
Acturial value of plan assets | 2018-12-31 | 70,613,843 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 6,685,709 |
Number of terminated vested participants | 2018-12-31 | 415 |
Fundng target for terminated vested participants | 2018-12-31 | 4,950,741 |
Active participant vested funding target | 2018-12-31 | 47,336,262 |
Number of active participants | 2018-12-31 | 2,351 |
Total funding liabilities for active participants | 2018-12-31 | 47,726,110 |
Total participant count | 2018-12-31 | 3,038 |
Total funding target for all participants | 2018-12-31 | 59,362,560 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 15,589,863 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 3,597,892 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 11,991,971 |
Present value of excess contributions | 2018-12-31 | 3,586,156 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,143,803 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,143,803 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 18,000,525 |
Total employer contributions | 2018-12-31 | 4,500,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 4,170,179 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 3,848,350 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 6,749,242 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 5,069,891 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 4,159,980 |
Additional cash requirement | 2018-12-31 | 909,911 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 4,170,179 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 3,038 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,292 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 225 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 300 |
Total of all active and inactive participants | 2018-01-01 | 2,817 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 28 |
Total participants | 2018-01-01 | 2,845 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 30 |
2017: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 66,610,651 |
Acturial value of plan assets | 2017-12-31 | 68,084,866 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 6,520,921 |
Number of terminated vested participants | 2017-12-31 | 447 |
Fundng target for terminated vested participants | 2017-12-31 | 5,611,326 |
Active participant vested funding target | 2017-12-31 | 43,901,003 |
Number of active participants | 2017-12-31 | 2,247 |
Total funding liabilities for active participants | 2017-12-31 | 44,230,836 |
Total participant count | 2017-12-31 | 2,985 |
Total funding target for all participants | 2017-12-31 | 56,363,083 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 14,080,471 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 14,080,471 |
Present value of excess contributions | 2017-12-31 | 538,456 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 570,225 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 570,225 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 15,589,863 |
Total employer contributions | 2017-12-31 | 4,500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 4,148,244 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 3,486,967 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 3,868,080 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 4,159,980 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 3,597,892 |
Additional cash requirement | 2017-12-31 | 562,088 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 4,148,244 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,985 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,192 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 245 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 406 |
Total of all active and inactive participants | 2017-01-01 | 2,843 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 36 |
Total participants | 2017-01-01 | 2,879 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 34 |
2016: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 63,120,816 |
Acturial value of plan assets | 2016-12-31 | 66,028,175 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 6,621,357 |
Number of terminated vested participants | 2016-12-31 | 458 |
Fundng target for terminated vested participants | 2016-12-31 | 5,942,562 |
Active participant vested funding target | 2016-12-31 | 41,032,372 |
Number of active participants | 2016-12-31 | 2,211 |
Total funding liabilities for active participants | 2016-12-31 | 41,330,435 |
Total participant count | 2016-12-31 | 2,979 |
Total funding target for all participants | 2016-12-31 | 53,894,354 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 10,684,882 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 10,684,882 |
Present value of excess contributions | 2016-12-31 | 3,304,406 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,508,949 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,508,849 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 14,080,471 |
Total employer contributions | 2016-12-31 | 4,500,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 4,136,346 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 3,276,258 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,946,650 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 3,597,890 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 3,597,890 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 4,136,346 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2,813 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,120 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 264 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 447 |
Total of all active and inactive participants | 2016-01-01 | 2,831 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 27 |
Total participants | 2016-01-01 | 2,858 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 2,812 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,045 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 282 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 458 |
Total of all active and inactive participants | 2015-01-01 | 2,785 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 28 |
Total participants | 2015-01-01 | 2,813 |
2014: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,901 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,057 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 293 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 434 |
Total of all active and inactive participants | 2014-01-01 | 2,784 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 28 |
Total participants | 2014-01-01 | 2,812 |
2013: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2,738 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,145 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 329 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 407 |
Total of all active and inactive participants | 2013-01-01 | 2,881 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 20 |
Total participants | 2013-01-01 | 2,901 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,887 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,935 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 318 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 465 |
Total of all active and inactive participants | 2012-01-01 | 2,718 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 20 |
Total participants | 2012-01-01 | 2,738 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 35 |
2011: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,821 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,062 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 343 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 460 |
Total of all active and inactive participants | 2011-01-01 | 2,865 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 22 |
Total participants | 2011-01-01 | 2,887 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 24 |
2010: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,821 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,981 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 375 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 443 |
Total of all active and inactive participants | 2010-01-01 | 2,799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 22 |
Total participants | 2010-01-01 | 2,821 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 26 |
2009: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,796 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,961 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 380 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 453 |
Total of all active and inactive participants | 2009-01-01 | 2,794 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 27 |
Total participants | 2009-01-01 | 2,821 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 42 |
Measure | Date | Value |
---|---|---|
2022 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-12,371,331 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-12,371,331 |
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 | $-13,347,980 |
Total loss/gain on sale of assets | 2022-12-31 | $-2,816,173 |
Total of all expenses incurred | 2022-12-31 | $5,723,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,024,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,000,000 |
Value of total assets at end of year | 2022-12-31 | $64,320,648 |
Value of total assets at beginning of year | 2022-12-31 | $83,392,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $699,518 |
Total interest from all sources | 2022-12-31 | $505,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $379,670 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $379,654 |
Administrative expenses professional fees incurred | 2022-12-31 | $294,889 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,578 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $11 |
Other income not declared elsewhere | 2022-12-31 | $1,569 |
Administrative expenses (other) incurred | 2022-12-31 | $242,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-19,071,690 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $64,320,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $83,392,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $55,760,749 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $71,804,700 |
Investment advisory and management fees | 2022-12-31 | $162,541 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,151,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,523,601 |
Interest earned on other investments | 2022-12-31 | $499,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $406,727 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $563,785 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $563,785 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,047,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,500,000 |
Income. Dividends from common stock | 2022-12-31 | $16 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,024,192 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $325 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $241 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $11,870,351 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $14,686,524 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2022-12-31 | 381357951 |
2021 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,710,140 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,710,140 |
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 | $123,455 |
Total income from all sources (including contributions) | 2021-12-31 | $8,841,100 |
Total loss/gain on sale of assets | 2021-12-31 | $1,580,197 |
Total of all expenses incurred | 2021-12-31 | $6,785,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,069,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,500,000 |
Value of total assets at end of year | 2021-12-31 | $83,392,338 |
Value of total assets at beginning of year | 2021-12-31 | $81,460,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $716,874 |
Total interest from all sources | 2021-12-31 | $167,366 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $331,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $331,146 |
Administrative expenses professional fees incurred | 2021-12-31 | $201,508 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $11 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $12 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $123,455 |
Other income not declared elsewhere | 2021-12-31 | $59,335 |
Administrative expenses (other) incurred | 2021-12-31 | $239,252 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $266 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,055,226 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $83,392,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $81,337,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $71,804,700 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $69,600,398 |
Investment advisory and management fees | 2021-12-31 | $276,114 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,523,601 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,454,039 |
Interest earned on other investments | 2021-12-31 | $167,141 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $563,785 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $405,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $405,561 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $225 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-507,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $5,500,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,500,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,000,000 |
Income. Dividends from common stock | 2021-12-31 | $16 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,069,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $241 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $291 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $56,292,415 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $54,712,218 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,591,623 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $7,591,623 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $123,455 |
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 | $16,416,507 |
Total loss/gain on sale of assets | 2020-12-31 | $3,228,455 |
Total of all expenses incurred | 2020-12-31 | $15,126,354 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,289,813 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,000,000 |
Value of total assets at end of year | 2020-12-31 | $81,460,567 |
Value of total assets at beginning of year | 2020-12-31 | $80,046,959 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $836,541 |
Total interest from all sources | 2020-12-31 | $11,052 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $80,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $80,048 |
Administrative expenses professional fees incurred | 2020-12-31 | $262,254 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $7,573,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $12 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $323 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $123,455 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $205,415 |
Administrative expenses (other) incurred | 2020-12-31 | $245,840 |
Total non interest bearing cash at end of year | 2020-12-31 | $266 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,290,153 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $81,337,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,046,959 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $69,600,398 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $70,511,375 |
Investment advisory and management fees | 2020-12-31 | $328,447 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,454,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,682,469 |
Interest earned on other investments | 2020-12-31 | $11,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $405,561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $352,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $352,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $299,898 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,500,000 |
Income. Dividends from common stock | 2020-12-31 | $16 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,716,180 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $291 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $373 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $33,912,600 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $30,684,145 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $8,258,259 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $8,258,259 |
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 | $17,007,183 |
Total loss/gain on sale of assets | 2019-12-31 | $770,811 |
Total of all expenses incurred | 2019-12-31 | $5,913,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,975,304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,500,000 |
Value of total assets at end of year | 2019-12-31 | $80,046,959 |
Value of total assets at beginning of year | 2019-12-31 | $68,953,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $938,357 |
Total interest from all sources | 2019-12-31 | $10,910 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $68,491 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $68,476 |
Administrative expenses professional fees incurred | 2019-12-31 | $213,966 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $323 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $1,609 |
Administrative expenses (other) incurred | 2019-12-31 | $238,952 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $11,093,522 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,046,959 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,953,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $70,511,375 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $485,439 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,682,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $62,314,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $352,419 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,138,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,138,989 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $10,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $220,942 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,176,161 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,500,000 |
Income. Dividends from common stock | 2019-12-31 | $15 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,975,304 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $373 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $432 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $11,157,559 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $10,386,748 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 |
Total income from all sources (including contributions) | 2018-12-31 | $711,441 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,227,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,508,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,500,000 |
Value of total assets at end of year | 2018-12-31 | $68,953,437 |
Value of total assets at beginning of year | 2018-12-31 | $74,469,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $718,836 |
Total interest from all sources | 2018-12-31 | $23,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $14 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $265,955 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $213,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,515,692 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $68,953,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $74,469,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $239,835 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $62,314,016 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $69,420,473 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,138,989 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $547,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $547,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $23,816 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-3,812,389 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,500,000 |
Income. Dividends from common stock | 2018-12-31 | $14 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,508,297 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $432 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $692 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $34,406 |
Total income from all sources (including contributions) | 2017-12-31 | $13,590,853 |
Total loss/gain on sale of assets | 2017-12-31 | $9,087,608 |
Total of all expenses incurred | 2017-12-31 | $6,226,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,423,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,500,000 |
Value of total assets at end of year | 2017-12-31 | $74,469,129 |
Value of total assets at beginning of year | 2017-12-31 | $67,139,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $803,101 |
Total interest from all sources | 2017-12-31 | $3,245 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $803,101 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $374,860 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $256 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $34,406 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $300,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,364,008 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $74,469,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $67,105,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $69,420,473 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $61,508,136 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $547,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $455,608 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $455,608 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,423,744 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $692 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $667 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $9,087,608 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $374,860 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $374,860 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $34,406 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $83,616 |
Total income from all sources (including contributions) | 2016-12-31 | $8,743,354 |
Total loss/gain on sale of assets | 2016-12-31 | $3,868,061 |
Total of all expenses incurred | 2016-12-31 | $4,885,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,351,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,500,000 |
Value of total assets at end of year | 2016-12-31 | $67,139,527 |
Value of total assets at beginning of year | 2016-12-31 | $63,330,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $534,043 |
Total interest from all sources | 2016-12-31 | $433 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $534,043 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $299,874 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $374,860 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $256 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $5 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $34,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $83,616 |
Total non interest bearing cash at end of year | 2016-12-31 | $300,000 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,397 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,858,011 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $67,105,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $63,247,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $61,508,136 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $58,289,897 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $455,608 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $538,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $538,015 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $433 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,351,300 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $667 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $412 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,868,061 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,072,629 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,072,629 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $83,616 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $88,437 |
Total income from all sources (including contributions) | 2015-12-31 | $3,966,563 |
Total loss/gain on sale of assets | 2015-12-31 | $539,134 |
Total of all expenses incurred | 2015-12-31 | $3,270,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,601,398 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,500,000 |
Value of total assets at end of year | 2015-12-31 | $63,330,726 |
Value of total assets at beginning of year | 2015-12-31 | $62,639,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $668,974 |
Total interest from all sources | 2015-12-31 | $42 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $16 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $193,047 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $5 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $7 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $83,616 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $88,437 |
Administrative expenses (other) incurred | 2015-12-31 | $160,284 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,397 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $2,372 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $696,191 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $63,247,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $62,550,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $315,643 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $58,289,897 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $57,522,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $538,015 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $613,164 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $613,164 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $42 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,500,000 |
Income. Dividends from common stock | 2015-12-31 | $16 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,601,398 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $412 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $880 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $6,731,422 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $6,192,288 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-227,353 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-227,353 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $88,437 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $56,917 |
Total income from all sources (including contributions) | 2014-12-31 | $8,820,971 |
Total loss/gain on sale of assets | 2014-12-31 | $4,548,264 |
Total of all expenses incurred | 2014-12-31 | $5,439,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,793,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,500,000 |
Value of total assets at end of year | 2014-12-31 | $62,639,356 |
Value of total assets at beginning of year | 2014-12-31 | $59,226,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $646,309 |
Total interest from all sources | 2014-12-31 | $60 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $209,087 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $7 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $88,437 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $56,917 |
Administrative expenses (other) incurred | 2014-12-31 | $141,210 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,372 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,381,031 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $62,550,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,169,888 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $296,012 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $57,522,933 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $54,101,991 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $613,164 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $622,352 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $622,352 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $60 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,793,631 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $880 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $923 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $18,901,586 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $14,353,322 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,458,086 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,458,086 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $56,917 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $192,720 |
Total income from all sources (including contributions) | 2013-12-31 | $10,811,206 |
Total loss/gain on sale of assets | 2013-12-31 | $4,853,090 |
Total of all expenses incurred | 2013-12-31 | $4,864,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,340,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,500,000 |
Value of total assets at end of year | 2013-12-31 | $59,226,805 |
Value of total assets at beginning of year | 2013-12-31 | $53,415,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $523,833 |
Total interest from all sources | 2013-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $119,341 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $56,917 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $192,720 |
Administrative expenses (other) incurred | 2013-12-31 | $121,254 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,536 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,946,915 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $59,169,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $53,222,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $283,238 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $54,101,991 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $48,391,149 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $622,352 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $522,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $522,924 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $30 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,340,458 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $923 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $592 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $24,048,600 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $19,195,510 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PLANTE & MORAN PLLC |
Accountancy firm EIN | 2013-12-31 | 381357951 |
2012 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $5,250,936 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $5,250,936 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $192,720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $98,708 |
Total income from all sources (including contributions) | 2012-12-31 | $10,903,056 |
Total loss/gain on sale of assets | 2012-12-31 | $1,152,090 |
Total of all expenses incurred | 2012-12-31 | $3,921,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,399,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,500,000 |
Value of total assets at end of year | 2012-12-31 | $53,415,693 |
Value of total assets at beginning of year | 2012-12-31 | $46,339,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $521,865 |
Total interest from all sources | 2012-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $249,623 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $8 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $192,720 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $98,708 |
Administrative expenses (other) incurred | 2012-12-31 | $113,679 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,023 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,981,855 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $53,222,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $46,241,118 |
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 | $158,563 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $48,391,149 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $41,318,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $522,924 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $521,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $521,103 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $30 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,399,336 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $592 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $246 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,866,706 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $7,714,616 |
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 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-2,895,848 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-2,895,848 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $98,708 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $51,678 |
Total income from all sources (including contributions) | 2011-12-31 | $5,213,302 |
Total loss/gain on sale of assets | 2011-12-31 | $3,609,111 |
Total of all expenses incurred | 2011-12-31 | $3,297,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,834,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,500,000 |
Value of total assets at end of year | 2011-12-31 | $46,339,826 |
Value of total assets at beginning of year | 2011-12-31 | $44,376,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $462,946 |
Total interest from all sources | 2011-12-31 | $39 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $178,544 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $8 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $14 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $98,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $51,678 |
Administrative expenses (other) incurred | 2011-12-31 | $98,735 |
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 | $1,915,959 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $46,241,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,325,159 |
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 | $185,667 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $41,318,469 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $40,904,805 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $521,103 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $471,371 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $471,371 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $39 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,834,397 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $246 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $647 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $18,301,755 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $14,692,644 |
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 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,782,361 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,782,361 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $51,678 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $62,353 |
Total income from all sources (including contributions) | 2010-12-31 | $9,430,002 |
Total loss/gain on sale of assets | 2010-12-31 | $647,589 |
Total of all expenses incurred | 2010-12-31 | $3,535,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,093,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,000,000 |
Value of total assets at end of year | 2010-12-31 | $44,376,837 |
Value of total assets at beginning of year | 2010-12-31 | $38,492,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $441,883 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $52 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $147,123 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $14 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $51,678 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $62,353 |
Administrative expenses (other) incurred | 2010-12-31 | $122,977 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $5,894,831 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $44,325,159 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $38,430,328 |
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 | $171,783 |
Interest on participant loans | 2010-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $40,904,805 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $37,759,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $471,371 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $232,248 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $232,248 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $52 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $5,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $500,000 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,093,288 |
Contract administrator fees | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $647 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $579 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $7,667,205 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,019,616 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 : SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION 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 |
2022: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION 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 | No |
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: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION 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: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION 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: SOUTHERN OHIO MEDICAL CENTER CASH BALANCE PENSION 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 |