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Plan Name | LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN |
Plan identification number | 007 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LICKING MEMORIAL HOSPITAL |
Employer identification number (EIN): | 314379519 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about LICKING MEMORIAL HOSPITAL
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1899-01-13 |
Company Identification Number: | 12665 |
Legal Registered Office Address: |
1320 W. MAIN STREET - NEWARK United States of America (USA) 43055 |
More information about LICKING MEMORIAL HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2011-01-01 | CYNTHIA WEBSTER | |||
007 | 2009-01-01 | CYNTHIA WEBSTER |
Measure | Date | Value |
---|---|---|
2011: LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 801 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 737 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 766 |
Total participants | 2011-01-01 | 766 |
Number of participants with account balances | 2011-01-01 | 766 |
2009: LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,597 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 709 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 19 |
Total of all active and inactive participants | 2009-01-01 | 728 |
Total participants | 2009-01-01 | 728 |
Number of participants with account balances | 2009-01-01 | 728 |
Measure | Date | Value |
---|---|---|
2011 : LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $1,650,388 |
Total of all expenses incurred | 2011-12-31 | $1,188,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,183,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,461,621 |
Value of total assets at end of year | 2011-12-31 | $28,458,325 |
Value of total assets at beginning of year | 2011-12-31 | $27,996,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,343 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 |
Contributions received from participants | 2011-12-31 | $2,444,821 |
Participant contributions at end of year | 2011-12-31 | $335,694 |
Participant contributions at beginning of year | 2011-12-31 | $329,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $16,800 |
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 | $462,071 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,458,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,996,254 |
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 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $20,325,527 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $20,228,130 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $7,797,104 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $7,438,283 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-811,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,183,974 |
Contract administrator fees | 2011-12-31 | $4,343 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOUNTJOY CHILTON MEDLEY, LLP |
Accountancy firm EIN | 2011-12-31 | 271235638 |
2010 : LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $5,021,060 |
Total of all expenses incurred | 2010-12-31 | $1,505,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,502,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,480,356 |
Value of total assets at end of year | 2010-12-31 | $27,996,254 |
Value of total assets at beginning of year | 2010-12-31 | $24,481,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,442 |
Total interest from all sources | 2010-12-31 | $3,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,310,800 |
Participant contributions at end of year | 2010-12-31 | $329,841 |
Participant contributions at beginning of year | 2010-12-31 | $206,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $169,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,515,158 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,996,254 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,481,096 |
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 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $20,228,130 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $17,495,810 |
Interest on participant loans | 2010-12-31 | $3,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $7,438,283 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $6,778,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $216,113 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,321,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,502,460 |
Contract administrator fees | 2010-12-31 | $3,442 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOUNTJOY CHILTON MEDLEY, LLP |
Accountancy firm EIN | 2010-12-31 | 271235638 |
2009 : LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) 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 |
2011: LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: LICKING MEMORIAL HEALTH SYSTEM TAX DEFERRED 403(B) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |