THE UNION HOSPITAL ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-01-04 | $0 |
| Total transfer of assets from this plan | 2024-01-04 | $34,440,504 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-04 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-04 | $0 |
| Total income from all sources (including contributions) | 2024-01-04 | $-623,079 |
| Total loss/gain on sale of assets | 2024-01-04 | $0 |
| Total of all expenses incurred | 2024-01-04 | $3,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-04 | $736 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-04 | $0 |
| Value of total assets at end of year | 2024-01-04 | $0 |
| Value of total assets at beginning of year | 2024-01-04 | $35,067,271 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-04 | $2,952 |
| Total interest from all sources | 2024-01-04 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-04 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-04 | No |
| Was this plan covered by a fidelity bond | 2024-01-04 | Yes |
| Value of fidelity bond cover | 2024-01-04 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-04 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-04 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-04 | No |
| Value of net income/loss | 2024-01-04 | $-626,767 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-04 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-04 | $35,067,271 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-04 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-04 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-04 | No |
| Investment advisory and management fees | 2024-01-04 | $37 |
| Value of interest in master investment trust accounts at end of year | 2024-01-04 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2024-01-04 | $35,067,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-04 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-04 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-04 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-04 | $736 |
| 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 | 2024-01-04 | Yes |
| Did the plan have assets held for investment | 2024-01-04 | 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 | 2024-01-04 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-04 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-04 | Unqualified |
| Accountancy firm name | 2024-01-04 | CBIZ CPAS P.C. |
| Accountancy firm EIN | 2024-01-04 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total transfer of assets from this plan | 2024-01-01 | $34,440,504 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $-623,079 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $3,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $736 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $0 |
| Value of total assets at end of year | 2024-01-01 | $0 |
| Value of total assets at beginning of year | 2024-01-01 | $35,067,271 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $2,952 |
| Total interest from all sources | 2024-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $-626,767 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $35,067,271 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Investment advisory and management fees | 2024-01-01 | $37 |
| Value of interest in master investment trust accounts at end of year | 2024-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2024-01-01 | $35,067,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $736 |
| 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 | 2024-01-01 | Yes |
| Did the plan have assets held for investment | 2024-01-01 | 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | CBIZ CPAS P.C. |
| Accountancy firm EIN | 2024-01-01 | 431947695 |
| 2023 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $5,530,210 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,187,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,169,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $35,067,271 |
| Value of total assets at beginning of year | 2023-12-31 | $32,725,046 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $18,782 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Other income not declared elsewhere | 2023-12-31 | $4,560 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $2,342,225 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $35,067,271 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $32,725,046 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $1,405 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $35,067,271 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $32,725,046 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,169,203 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CBIZ CPAS P.C. |
| Accountancy firm EIN | 2023-12-31 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,530,210 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,187,985 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,169,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $35,067,271 |
| Value of total assets at beginning of year | 2023-01-01 | $32,725,046 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $18,782 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Other income not declared elsewhere | 2023-01-01 | $4,560 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $2,342,225 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $35,067,271 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $32,725,046 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $1,405 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $35,067,271 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $32,725,046 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,169,203 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CBIZ CPAS P.C. |
| Accountancy firm EIN | 2023-01-01 | 431947695 |
| 2022 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-7,095,378 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $3,020,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,978,685 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $32,725,046 |
| Value of total assets at beginning of year | 2022-12-31 | $42,840,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,770 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Other income not declared elsewhere | 2022-12-31 | $4,476 |
| Administrative expenses (other) incurred | 2022-12-31 | $26,439 |
| 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 | $-10,115,833 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,725,046 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $42,840,879 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $542 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $32,725,046 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $42,840,879 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,978,685 |
| Contract administrator fees | 2022-12-31 | $14,789 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 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 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-12-31 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-7,095,378 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $3,020,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,978,685 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $32,725,046 |
| Value of total assets at beginning of year | 2022-01-01 | $42,840,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $41,770 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Other income not declared elsewhere | 2022-01-01 | $4,476 |
| Administrative expenses (other) incurred | 2022-01-01 | $26,439 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-10,115,833 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $32,725,046 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $42,840,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $542 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $32,725,046 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $42,840,879 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,978,685 |
| Contract administrator fees | 2022-01-01 | $14,789 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2022-01-01 | 431947695 |
| 2021 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,346,376 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $4,303,606 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,284,438 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $42,840,879 |
| Value of total assets at beginning of year | 2021-12-31 | $41,798,109 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,168 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Other income not declared elsewhere | 2021-12-31 | $7,059 |
| 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 | $1,042,770 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $42,840,879 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $41,798,109 |
| 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 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $42,840,879 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $41,798,109 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,284,438 |
| Contract administrator fees | 2021-12-31 | $19,168 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 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 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
| 2020 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,365,643 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $6,349,656 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,288,170 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $41,798,109 |
| Value of total assets at beginning of year | 2020-12-31 | $42,782,122 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $61,486 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $198,537 |
| 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 | $198,537 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $50,438 |
| 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 | $-984,013 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,798,109 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $42,782,122 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $5,953 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $36,597,578 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,066,396 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $41,798,109 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $118,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-1,485,570 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $44,753 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,288,170 |
| Contract administrator fees | 2020-12-31 | $5,095 |
| 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 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 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 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2020-12-31 | 431947695 |
| 2019 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $7,735,815 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,735,815 |
| Total of all expenses incurred | 2019-12-31 | $3,711,614 |
| Total of all expenses incurred | 2019-12-31 | $3,711,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,480,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,480,069 |
| Value of total assets at end of year | 2019-12-31 | $42,782,122 |
| Value of total assets at end of year | 2019-12-31 | $42,782,122 |
| Value of total assets at beginning of year | 2019-12-31 | $38,757,921 |
| Value of total assets at beginning of year | 2019-12-31 | $38,757,921 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $231,545 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $231,545 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $567,085 |
| 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 | $567,085 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $567,085 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $219,400 |
| Administrative expenses (other) incurred | 2019-12-31 | $219,400 |
| 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 |
| 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 | $4,024,201 |
| Value of net income/loss | 2019-12-31 | $4,024,201 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $42,782,122 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $42,782,122 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,757,921 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $12,145 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,597,578 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,597,578 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,981,929 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,981,929 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,066,396 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,066,396 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $7,689,008 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $7,689,008 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $118,148 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $118,148 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $86,984 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $86,984 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,038,821 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,038,821 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $129,909 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $129,909 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| 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 |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,480,069 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,480,069 |
| 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 |
| 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 |
| 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 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
| Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2019-12-31 | 351178661 |
| Accountancy firm EIN | 2019-12-31 | 351178661 |
| 2018 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $566,353 |
| Total of all expenses incurred | 2018-12-31 | $2,485,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,353,635 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,513,456 |
| Value of total assets at end of year | 2018-12-31 | $38,757,921 |
| Value of total assets at beginning of year | 2018-12-31 | $40,676,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $131,527 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $557,210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $557,210 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $-2,187 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $2,498,451 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $2,500,638 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $106,893 |
| 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 | $-1,918,809 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,757,921 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,676,730 |
| 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 | $24,634 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $30,981,929 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,130,025 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $7,689,008 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,488,026 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $86,984 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $58,679 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,609,841 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $105,528 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| 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 | $2,513,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,353,635 |
| 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 | 2018-12-31 | No |
| 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 | BLUE & CO. LLC |
| Accountancy firm EIN | 2018-12-31 | 351178661 |
| 2017 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $7,622,289 |
| Total of all expenses incurred | 2017-12-31 | $2,408,077 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,285,271 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,503,671 |
| Value of total assets at end of year | 2017-12-31 | $40,676,730 |
| Value of total assets at beginning of year | 2017-12-31 | $35,462,518 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $122,806 |
| Total interest from all sources | 2017-12-31 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $446,297 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $446,297 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $99,130 |
| 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 | $5,214,212 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,676,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,462,518 |
| 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 | $23,676 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,130,025 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $27,713,017 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,488,026 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,714,938 |
| Interest earned on other investments | 2017-12-31 | $9 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $58,679 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $34,563 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,582,118 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $90,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| 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 | $2,503,671 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,285,271 |
| 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 | 2017-12-31 | No |
| 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 |
| 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 | BLUE & CO., LLC |
| Accountancy firm EIN | 2017-12-31 | 351178661 |
| 2016 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $5,099,330 |
| Total of all expenses incurred | 2016-12-31 | $2,264,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,174,050 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,542,192 |
| Value of total assets at end of year | 2016-12-31 | $35,462,518 |
| Value of total assets at beginning of year | 2016-12-31 | $32,627,511 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $90,273 |
| Total interest from all sources | 2016-12-31 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $373,318 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $373,318 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $2,542,192 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,542,192 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $67,007 |
| 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 | $2,835,007 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $35,462,518 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $32,627,511 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $23,266 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $27,713,017 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $24,308,705 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,714,938 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $8,304,230 |
| Interest earned on other investments | 2016-12-31 | $9 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $34,563 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $14,576 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,105,554 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $78,257 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 | $2,542,192 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,174,050 |
| 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 | 2016-12-31 | No |
| 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 |
| 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 | BLUE & CO., LLC |
| Accountancy firm EIN | 2016-12-31 | 351178661 |
| 2015 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $2,463,230 |
| Total of all expenses incurred | 2015-12-31 | $2,318,881 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,227,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,488,272 |
| Value of total assets at end of year | 2015-12-31 | $32,627,511 |
| Value of total assets at beginning of year | 2015-12-31 | $32,483,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $91,675 |
| Total interest from all sources | 2015-12-31 | $4 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $345,375 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $345,375 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $2,488,272 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,488,272 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $69,160 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1 |
| 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 | $144,349 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $32,627,511 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,483,162 |
| 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 | $22,515 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $24,308,705 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,679,481 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $8,304,230 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $8,803,679 |
| Interest earned on other investments | 2015-12-31 | $4 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $14,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-454,756 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $84,335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2015-12-31 | $2,488,272 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,227,206 |
| 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 | 2015-12-31 | No |
| 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 |
| 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 | BLUE & CO., LLC |
| Accountancy firm EIN | 2015-12-31 | 351178661 |
| 2014 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $4,362,508 |
| Total of all expenses incurred | 2014-12-31 | $1,791,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,619,406 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,238,733 |
| Value of total assets at end of year | 2014-12-31 | $32,483,162 |
| Value of total assets at beginning of year | 2014-12-31 | $29,912,308 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $172,248 |
| Total interest from all sources | 2014-12-31 | $16 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $370,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $370,414 |
| Administrative expenses professional fees incurred | 2014-12-31 | $16,803 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $2,238,733 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,238,733 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $135,564 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $24,653 |
| 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 | $2,570,854 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $32,483,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,912,308 |
| 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 | $19,881 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,679,481 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,541,090 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $8,803,679 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $9,346,549 |
| Interest earned on other investments | 2014-12-31 | $16 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $16 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,661,655 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $91,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2014-12-31 | $2,238,733 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,619,406 |
| 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 | 2014-12-31 | No |
| 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 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $6,387,880 |
| Total of all expenses incurred | 2013-12-31 | $1,061,519 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $945,529 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,062,309 |
| Value of total assets at end of year | 2013-12-31 | $29,912,308 |
| Value of total assets at beginning of year | 2013-12-31 | $24,585,947 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $115,990 |
| Total interest from all sources | 2013-12-31 | $1 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $267,560 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $267,560 |
| Administrative expenses professional fees incurred | 2013-12-31 | $9,693 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $2,062,309 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,062,309 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $88,706 |
| Total non interest bearing cash at end of year | 2013-12-31 | $24,653 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $44,533 |
| 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 | $5,326,361 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $29,912,308 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $24,585,947 |
| 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 | $17,591 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,541,090 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,414,884 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $9,346,549 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $9,126,516 |
| Interest earned on other investments | 2013-12-31 | $1 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $16 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $14 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,951,898 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $106,112 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2013-12-31 | $2,062,309 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $945,529 |
| 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 | 2013-12-31 | No |
| 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 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $4,008,087 |
| Total of all expenses incurred | 2012-12-31 | $1,171,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,149,709 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,006,947 |
| Value of total assets at end of year | 2012-12-31 | $24,585,947 |
| Value of total assets at beginning of year | 2012-12-31 | $21,749,745 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,176 |
| Total interest from all sources | 2012-12-31 | $14 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $246,547 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $246,547 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $2,006,947 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,006,947 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $1,500 |
| Total non interest bearing cash at end of year | 2012-12-31 | $44,533 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $26,354 |
| 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 | $2,836,202 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $24,585,947 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,749,745 |
| 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 | $20,676 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,414,884 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,418,961 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $9,126,516 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $9,204,798 |
| Interest earned on other investments | 2012-12-31 | $14 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $72,354 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $72,354 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $14 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,641,476 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $113,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| 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 |
| Contributions received in cash from employer | 2012-12-31 | $2,006,947 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $27,278 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,149,709 |
| 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 | 2012-12-31 | No |
| 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 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2012-12-31 | 440160260 |
| 2011 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $107,667 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $107,667 |
| Total transfer of assets to this plan | 2011-12-31 | $7,145,850 |
| Total transfer of assets from this plan | 2011-12-31 | $18,675,043 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,691,034 |
| Total of all expenses incurred | 2011-12-31 | $1,764,621 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,697,490 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,208,515 |
| Value of total assets at end of year | 2011-12-31 | $21,749,745 |
| Value of total assets at beginning of year | 2011-12-31 | $32,352,525 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $67,131 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $374,852 |
| 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 | $374,852 |
| Administrative expenses professional fees incurred | 2011-12-31 | $67,131 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $412,007 |
| Total non interest bearing cash at end of year | 2011-12-31 | $26,354 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $926,413 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,749,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,352,525 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,418,961 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $9,204,798 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $19,802,939 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $12,549,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $72,354 |
| 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 |
| Contributions received in cash from employer | 2011-12-31 | $1,796,508 |
| Employer contributions (assets) at end of year | 2011-12-31 | $27,278 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,697,490 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2011-12-31 | 440160260 |
| 2010 : UNION HOSPITAL MONEY PURCHASE RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,522,681 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,522,681 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,208,297 |
| Total of all expenses incurred | 2010-12-31 | $2,320,936 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,276,443 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,114,366 |
| Value of total assets at end of year | 2010-12-31 | $32,352,525 |
| Value of total assets at beginning of year | 2010-12-31 | $28,465,164 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $44,493 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $571,250 |
| 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 | $571,250 |
| Administrative expenses professional fees incurred | 2010-12-31 | $44,493 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 | $1,665,850 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $18,739 |
| 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 | $3,887,361 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,352,525 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,465,164 |
| 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 | $19,802,939 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $15,905,099 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $12,549,586 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $12,560,065 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,429,777 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,276,443 |
| 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 | BKD, LLP |
| Accountancy firm EIN | 2010-12-31 | 440160260 |
