401k Plan data: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST

RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 401k Plan overview

Plan Name	RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION
Plan identification number	002

RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRINITY EAST has sponsored the creation of one or more 401k plans.

Company Name: TRINITY EAST

Employer identification number (EIN): 340714474

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about TRINITY EAST

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1912-09-25

Company Identification Number: 33196

Legal Registered Office Address: 380 SUMMIT AVENUE
-
STEUBENVILLE
United States of America (USA)
43952

More information about TRINITY EAST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-06-01 BRENT MALLEK
002 2016-06-01 BRENT MALLEK
002 2016-06-01
002 2015-06-01 BRENT MALLEK
002 2014-06-01 FRED BROWER
002 2013-06-01 FRED BROWER
002 2012-06-01 FRED BROWER FRED BROWER 2013-12-20
002 2011-06-01 FRED BROWER FRED BROWER 2012-12-26
002 2009-06-01 FRED BROWER FRED BROWER 2010-12-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-06-01	BRENT MALLEK
002	2016-06-01	BRENT MALLEK
002	2016-06-01
002	2015-06-01	BRENT MALLEK
002	2014-06-01	FRED BROWER
002	2013-06-01	FRED BROWER
002	2012-06-01	FRED BROWER	FRED BROWER	2013-12-20
002	2011-06-01	FRED BROWER	FRED BROWER	2012-12-26
002	2009-06-01	FRED BROWER	FRED BROWER	2010-12-28

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION

Measure Date Value
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2017 401k membership
Market value of plan assets 2017-12-31 16,604,784
Acturial value of plan assets 2017-12-31 16,138,199
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 7,943,007
Number of terminated vested participants 2017-12-31 114
Fundng target for terminated vested participants 2017-12-31 4,301,418
Active participant vested funding target 2017-12-31 1,318,371
Number of active participants 2017-12-31 22
Total funding liabilities for active participants 2017-12-31 1,333,658
Total participant count 2017-12-31 238
Total funding target for all participants 2017-12-31 13,578,083
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 0
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 0
Present value of excess contributions 2017-12-31 2,629,926
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,790,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
Total employer contributions 2017-12-31 0
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 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 28,097
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
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 2017-06-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 0
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
Market value of plan assets 2017-05-31 13,217,157
Acturial value of plan assets 2017-05-31 13,395,299
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 7,266,141
Number of terminated vested participants 2017-05-31 122
Fundng target for terminated vested participants 2017-05-31 4,158,434
Active participant vested funding target 2017-05-31 1,378,528
Number of active participants 2017-05-31 25
Total funding liabilities for active participants 2017-05-31 1,403,920
Total participant count 2017-05-31 247
Total funding target for all participants 2017-05-31 12,828,495
Balance at beginning of prior year after applicable adjustments 2017-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 0
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 617,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 656,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 0
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 2,841,600
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 2,629,926
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 54,561
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 2,629,926
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2016 401k membership
Total participants, beginning-of-year 2016-06-01 247
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 22
Number of retired or separated participants receiving benefits 2016-06-01 93
Number of other retired or separated participants entitled to future benefits 2016-06-01 109
Total of all active and inactive participants 2016-06-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 9
Total participants 2016-06-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2015 401k membership
Total participants, beginning-of-year 2015-06-01 250
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 25
Number of retired or separated participants receiving benefits 2015-06-01 95
Number of other retired or separated participants entitled to future benefits 2015-06-01 120
Total of all active and inactive participants 2015-06-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 7
Total participants 2015-06-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-06-01 252
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 28
Number of retired or separated participants receiving benefits 2014-06-01 91
Number of other retired or separated participants entitled to future benefits 2014-06-01 126
Total of all active and inactive participants 2014-06-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 5
Total participants 2014-06-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-06-01 246
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 32
Number of retired or separated participants receiving benefits 2013-06-01 86
Number of other retired or separated participants entitled to future benefits 2013-06-01 129
Total of all active and inactive participants 2013-06-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 5
Total participants 2013-06-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 1
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-06-01 245
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 31
Number of retired or separated participants receiving benefits 2012-06-01 78
Number of other retired or separated participants entitled to future benefits 2012-06-01 132
Total of all active and inactive participants 2012-06-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 5
Total participants 2012-06-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 3
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-06-01 246
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 31
Number of retired or separated participants receiving benefits 2011-06-01 76
Number of other retired or separated participants entitled to future benefits 2011-06-01 133
Total of all active and inactive participants 2011-06-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 5
Total participants 2011-06-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 3
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-06-01 246
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 29
Number of retired or separated participants receiving benefits 2009-06-01 69
Number of other retired or separated participants entitled to future benefits 2009-06-01 141
Total of all active and inactive participants 2009-06-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 4
Total participants 2009-06-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2017 401k membership
Market value of plan assets	2017-12-31	16,604,784
Acturial value of plan assets	2017-12-31	16,138,199
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	7,943,007
Number of terminated vested participants	2017-12-31	114
Fundng target for terminated vested participants	2017-12-31	4,301,418
Active participant vested funding target	2017-12-31	1,318,371
Number of active participants	2017-12-31	22
Total funding liabilities for active participants	2017-12-31	1,333,658
Total participant count	2017-12-31	238
Total funding target for all participants	2017-12-31	13,578,083
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	0
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	0
Present value of excess contributions	2017-12-31	2,629,926
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,790,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Total employer contributions	2017-12-31	0
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	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	28,097
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
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	2017-06-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	0
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
Market value of plan assets	2017-05-31	13,217,157
Acturial value of plan assets	2017-05-31	13,395,299
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	7,266,141
Number of terminated vested participants	2017-05-31	122
Fundng target for terminated vested participants	2017-05-31	4,158,434
Active participant vested funding target	2017-05-31	1,378,528
Number of active participants	2017-05-31	25
Total funding liabilities for active participants	2017-05-31	1,403,920
Total participant count	2017-05-31	247
Total funding target for all participants	2017-05-31	12,828,495
Balance at beginning of prior year after applicable adjustments	2017-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	0
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	617,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	656,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	0
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	2,841,600
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	2,629,926
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	54,561
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	2,629,926
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2016 401k membership
Total participants, beginning-of-year	2016-06-01	247
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	22
Number of retired or separated participants receiving benefits	2016-06-01	93
Number of other retired or separated participants entitled to future benefits	2016-06-01	109
Total of all active and inactive participants	2016-06-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	9
Total participants	2016-06-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2015 401k membership
Total participants, beginning-of-year	2015-06-01	250
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	25
Number of retired or separated participants receiving benefits	2015-06-01	95
Number of other retired or separated participants entitled to future benefits	2015-06-01	120
Total of all active and inactive participants	2015-06-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	7
Total participants	2015-06-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-06-01	252
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	28
Number of retired or separated participants receiving benefits	2014-06-01	91
Number of other retired or separated participants entitled to future benefits	2014-06-01	126
Total of all active and inactive participants	2014-06-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	5
Total participants	2014-06-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-06-01	246
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	32
Number of retired or separated participants receiving benefits	2013-06-01	86
Number of other retired or separated participants entitled to future benefits	2013-06-01	129
Total of all active and inactive participants	2013-06-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	5
Total participants	2013-06-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	1
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-06-01	245
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	31
Number of retired or separated participants receiving benefits	2012-06-01	78
Number of other retired or separated participants entitled to future benefits	2012-06-01	132
Total of all active and inactive participants	2012-06-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	5
Total participants	2012-06-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	3
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-06-01	246
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	31
Number of retired or separated participants receiving benefits	2011-06-01	76
Number of other retired or separated participants entitled to future benefits	2011-06-01	133
Total of all active and inactive participants	2011-06-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	5
Total participants	2011-06-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	3
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-06-01	246
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	29
Number of retired or separated participants receiving benefits	2009-06-01	69
Number of other retired or separated participants entitled to future benefits	2009-06-01	141
Total of all active and inactive participants	2009-06-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	4
Total participants	2009-06-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION

Measure	Date	Value
2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$598,823
Total unrealized appreciation/depreciation of assets	2017-12-31	$598,823
Total transfer of assets from this plan	2017-12-31	$17,043,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,137,326
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$769,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$765,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$16,675,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,350
Total interest from all sources	2017-12-31	$538,503
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
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
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	$44
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	$2,201,600
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	$367,866
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,675,674
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
Investment advisory and management fees	2017-12-31	$4,350
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	$14,090,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$383,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$383,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$538,503
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$765,110
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
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	ERNST & YOUNG, LLP
Accountancy firm EIN	2017-12-31	346565596
Unrealized appreciation/depreciation of other (non real estate) assets	2017-05-31	$979,310
Total unrealized appreciation/depreciation of assets	2017-05-31	$979,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$2,081,240
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$824,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$818,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$640,000
Value of total assets at end of year	2017-05-31	$14,474,074
Value of total assets at beginning of year	2017-05-31	$13,217,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$5,473
Total interest from all sources	2017-05-31	$461,930
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-31	$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$1,256,917
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$14,474,074
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$13,217,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$5,473
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$14,090,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$13,088,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-05-31	$383,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-05-31	$128,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-05-31	$128,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-05-31	$461,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$640,000
Employer contributions (assets) at end of year	2017-05-31	$2,201,600
Employer contributions (assets) at beginning of year	2017-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$818,850
Did the plan have assets held for investment	2017-05-31	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	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2017-05-31	346565596
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-05-31	$-735,874
Total unrealized appreciation/depreciation of assets	2016-05-31	$-735,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$324,582
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$739,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$737,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$640,000
Value of total assets at end of year	2016-05-31	$13,217,157
Value of total assets at beginning of year	2016-05-31	$13,632,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$2,484
Total interest from all sources	2016-05-31	$420,456
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-05-31	$25
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-05-31	$83
Administrative expenses (other) incurred	2016-05-31	$2,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-415,328
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$13,217,157
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$13,632,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$13,088,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$12,136,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$128,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$1,496,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$1,496,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-05-31	$420,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$640,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$737,426
Did the plan have assets held for investment	2016-05-31	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	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2016-05-31	346565596
2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-05-31	$401,823
Total unrealized appreciation/depreciation of assets	2015-05-31	$401,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$1,225,794
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$667,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$665,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$525,000
Value of total assets at end of year	2015-05-31	$13,632,485
Value of total assets at beginning of year	2015-05-31	$13,074,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$2,506
Total interest from all sources	2015-05-31	$298,971
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-05-31	$83
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-05-31	$5
Administrative expenses (other) incurred	2015-05-31	$2,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$557,827
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$13,632,485
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$13,074,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$12,136,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$12,712,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-05-31	$1,496,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-31	$362,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-31	$362,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-05-31	$298,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$525,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$665,461
Did the plan have assets held for investment	2015-05-31	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	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2015-05-31	346565596
2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-05-31	$1,294,764
Total unrealized appreciation/depreciation of assets	2014-05-31	$1,294,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$2,202,013
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$597,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$591,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$660,000
Value of total assets at end of year	2014-05-31	$13,074,658
Value of total assets at beginning of year	2014-05-31	$11,469,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$5,759
Total interest from all sources	2014-05-31	$247,249
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Assets. Other investments not covered elsewhere at end of year	2014-05-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-05-31	$99,703
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$24,666
Administrative expenses (other) incurred	2014-05-31	$5,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$1,604,834
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$13,074,658
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$11,469,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$12,712,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$7,618,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-05-31	$362,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-05-31	$970,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-05-31	$970,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-05-31	$247,249
Asset value of US Government securities at end of year	2014-05-31	$0
Asset value of US Government securities at beginning of year	2014-05-31	$1,226,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$591,420
Asset. Corporate debt instrument debt (other) at end of year	2014-05-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-05-31	$1,529,797
Did the plan have assets held for investment	2014-05-31	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	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2014-05-31	346565596
2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-05-31	$1,235,508
Total unrealized appreciation/depreciation of assets	2013-05-31	$1,235,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$2,256,746
Total loss/gain on sale of assets	2013-05-31	$176,711
Total of all expenses incurred	2013-05-31	$556,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$556,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$660,000
Value of total assets at end of year	2013-05-31	$11,469,824
Value of total assets at beginning of year	2013-05-31	$9,769,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$0
Total interest from all sources	2013-05-31	$99,088
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$18,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$18,376
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Assets. Other investments not covered elsewhere at end of year	2013-05-31	$99,703
Assets. Other investments not covered elsewhere at beginning of year	2013-05-31	$92,094
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$24,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$19,587
Other income not declared elsewhere	2013-05-31	$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$1,700,716
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$11,469,824
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$9,769,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$7,618,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$6,094,712
Interest earned on other investments	2013-05-31	$3,470
Income. Interest from US Government securities	2013-05-31	$37,134
Income. Interest from corporate debt instruments	2013-05-31	$48,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$970,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$600,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$600,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-05-31	$9,772
Asset value of US Government securities at end of year	2013-05-31	$1,226,179
Asset value of US Government securities at beginning of year	2013-05-31	$1,728,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$66,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$556,030
Asset. Corporate debt instrument debt (other) at end of year	2013-05-31	$1,529,797
Asset. Corporate debt instrument debt (other) at beginning of year	2013-05-31	$1,233,700
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Aggregate proceeds on sale of assets	2013-05-31	$6,973,068
Aggregate carrying amount (costs) on sale of assets	2013-05-31	$6,796,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2013-05-31	346565596
2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$77,863
Total unrealized appreciation/depreciation of assets	2012-05-31	$77,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$362,506
Total loss/gain on sale of assets	2012-05-31	$84,255
Total of all expenses incurred	2012-05-31	$549,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$549,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$660,000
Value of total assets at end of year	2012-05-31	$9,769,108
Value of total assets at beginning of year	2012-05-31	$9,956,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$0
Total interest from all sources	2012-05-31	$102,443
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$37,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$37,673
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Assets. Other investments not covered elsewhere at end of year	2012-05-31	$92,094
Assets. Other investments not covered elsewhere at beginning of year	2012-05-31	$39,536
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$19,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$22,507
Other income not declared elsewhere	2012-05-31	$3,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-187,368
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$9,769,108
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$9,956,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$6,094,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$6,661,916
Interest earned on other investments	2012-05-31	$2,257
Income. Interest from US Government securities	2012-05-31	$48,898
Income. Interest from corporate debt instruments	2012-05-31	$51,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$600,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$219,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$219,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-31	$34
Asset value of US Government securities at end of year	2012-05-31	$1,728,779
Asset value of US Government securities at beginning of year	2012-05-31	$2,122,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-603,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$660,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$549,874
Asset. Corporate debt instrument debt (other) at end of year	2012-05-31	$1,233,700
Asset. Corporate debt instrument debt (other) at beginning of year	2012-05-31	$890,298
Did the plan have assets held for investment	2012-05-31	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	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Aggregate proceeds on sale of assets	2012-05-31	$13,083,457
Aggregate carrying amount (costs) on sale of assets	2012-05-31	$12,999,202
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2012-05-31	346565596
2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-05-31	$46,256
Total unrealized appreciation/depreciation of assets	2011-05-31	$46,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$0
Total income from all sources (including contributions)	2011-05-31	$2,239,117
Total loss/gain on sale of assets	2011-05-31	$32,100
Total of all expenses incurred	2011-05-31	$526,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$526,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$660,000
Value of total assets at end of year	2011-05-31	$9,956,476
Value of total assets at beginning of year	2011-05-31	$8,243,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$0
Total interest from all sources	2011-05-31	$74,974
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$36,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$36,205
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Assets. Other investments not covered elsewhere at end of year	2011-05-31	$39,536
Assets. Other investments not covered elsewhere at beginning of year	2011-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$22,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$21,520
Other income not declared elsewhere	2011-05-31	$16,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$1,713,048
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$9,956,476
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$8,243,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$6,661,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$4,182,869
Interest earned on other investments	2011-05-31	$-70
Income. Interest from US Government securities	2011-05-31	$33,088
Income. Interest from corporate debt instruments	2011-05-31	$41,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$219,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$148,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$148,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$32
Asset value of US Government securities at end of year	2011-05-31	$2,122,414
Asset value of US Government securities at beginning of year	2011-05-31	$1,878,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$1,373,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$660,000
Employer contributions (assets) at end of year	2011-05-31	$0
Employer contributions (assets) at beginning of year	2011-05-31	$90,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$526,069
Asset. Corporate debt instrument debt (other) at end of year	2011-05-31	$890,298
Asset. Corporate debt instrument debt (other) at beginning of year	2011-05-31	$852,680
Assets. Corporate common stocks other than exployer securities at end of year	2011-05-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-05-31	$1,069,345
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Aggregate proceeds on sale of assets	2011-05-31	$11,673,450
Aggregate carrying amount (costs) on sale of assets	2011-05-31	$11,641,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2011-05-31	346565596
2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION

2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	Yes
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	Yes
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	Yes
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF TRINITY EAST - OHIO NURSES ASSOCIATION 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TRINITY EAST
Employer identification number (EIN):	340714474
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1912-09-25
Company Identification Number:	33196
Legal Registered Office Address:	380 SUMMIT AVENUE - STEUBENVILLE United States of America (USA) 43952