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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | FISHER-TITUS HEALTH |
Employer identification number (EIN): | 344430716 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about FISHER-TITUS HEALTH
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1911-08-24 |
Company Identification Number: | 29007 |
Legal Registered Office Address: |
272 BENEDICT AVE - NORWALK United States of America (USA) 44857 |
More information about FISHER-TITUS HEALTH
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | SCOTT ENDSLEY | 2021-08-09 | ||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SCOTT ENDSLEY | |||
001 | 2016-01-01 | STEVEN C. FRIES | |||
001 | 2015-01-01 | STEVEN C. FRIES | |||
001 | 2014-01-01 | DUANE L. WOODS, JR | |||
001 | 2013-01-01 | DUANE L. WOODS, JR | |||
001 | 2012-01-01 | DUANE L. WOODS, JR | |||
001 | 2011-01-01 | DUANE L. WOODS, JR | |||
001 | 2010-01-01 | DUANE L. WOODS JR. | |||
001 | 2009-01-01 | DUANE L. WOODS JR. | DUANE L. WOODS JR. | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2020: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 44,068,280 |
Acturial value of plan assets | 2020-12-31 | 42,229,695 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 26,611,983 |
Number of terminated vested participants | 2020-12-31 | 29 |
Fundng target for terminated vested participants | 2020-12-31 | 4,507,436 |
Active participant vested funding target | 2020-12-31 | 10,920,065 |
Number of active participants | 2020-12-31 | 119 |
Total funding liabilities for active participants | 2020-12-31 | 11,231,466 |
Total participant count | 2020-12-31 | 293 |
Total funding target for all participants | 2020-12-31 | 42,350,885 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 456,651 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 456,651 |
Present value of excess contributions | 2020-12-31 | 658,534 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 695,083 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 543,278 |
Total employer contributions | 2020-12-31 | 12,638,793 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 12,042,684 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 74,796 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 664,468 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 209,286 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 209,286 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 12,042,684 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 293 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 39,743,004 |
Acturial value of plan assets | 2019-12-31 | 41,871,584 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 24,421,768 |
Number of terminated vested participants | 2019-12-31 | 47 |
Fundng target for terminated vested participants | 2019-12-31 | 4,803,205 |
Active participant vested funding target | 2019-12-31 | 13,218,291 |
Number of active participants | 2019-12-31 | 136 |
Total funding liabilities for active participants | 2019-12-31 | 13,574,442 |
Total participant count | 2019-12-31 | 315 |
Total funding target for all participants | 2019-12-31 | 42,799,415 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 478,319 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 478,319 |
Present value of excess contributions | 2019-12-31 | 537,295 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 568,028 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 456,651 |
Total employer contributions | 2019-12-31 | 940,200 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 922,580 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 39,085 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,384,482 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 264,046 |
Additional cash requirement | 2019-12-31 | 264,046 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 922,580 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 143 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 29 |
Total of all active and inactive participants | 2019-01-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 43,060,494 |
Acturial value of plan assets | 2018-12-31 | 41,307,025 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 21,632,199 |
Number of terminated vested participants | 2018-12-31 | 36 |
Fundng target for terminated vested participants | 2018-12-31 | 2,347,317 |
Active participant vested funding target | 2018-12-31 | 16,244,798 |
Number of active participants | 2018-12-31 | 159 |
Total funding liabilities for active participants | 2018-12-31 | 16,779,627 |
Total participant count | 2018-12-31 | 316 |
Total funding target for all participants | 2018-12-31 | 40,759,143 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 7,175,837 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 7,175,837 |
Present value of excess contributions | 2018-12-31 | 1,015,791 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,076,129 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 7,668,409 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 478,319 |
Total employer contributions | 2018-12-31 | 563,211 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 537,295 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 69,563 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 537,295 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 316 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 130 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 47 |
Total of all active and inactive participants | 2018-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 315 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 37,477,441 |
Acturial value of plan assets | 2017-12-31 | 38,488,694 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 19,884,686 |
Number of terminated vested participants | 2017-12-31 | 32 |
Fundng target for terminated vested participants | 2017-12-31 | 1,921,710 |
Active participant vested funding target | 2017-12-31 | 16,732,886 |
Number of active participants | 2017-12-31 | 173 |
Total funding liabilities for active participants | 2017-12-31 | 17,334,675 |
Total participant count | 2017-12-31 | 317 |
Total funding target for all participants | 2017-12-31 | 39,141,071 |
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 | 6,750,831 |
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 | 6,750,831 |
Present value of excess contributions | 2017-12-31 | 529,992 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 562,534 |
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 | 41,476 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 7,175,837 |
Total employer contributions | 2017-12-31 | 2,544,666 |
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 | 2,367,433 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 66,156 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 7,828,214 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,351,642 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 1,351,642 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,367,433 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 119 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 36 |
Total of all active and inactive participants | 2017-01-01 | 314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 36,140,315 |
Acturial value of plan assets | 2016-12-31 | 38,602,761 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 17,842,532 |
Number of terminated vested participants | 2016-12-31 | 28 |
Fundng target for terminated vested participants | 2016-12-31 | 1,690,593 |
Active participant vested funding target | 2016-12-31 | 17,282,678 |
Number of active participants | 2016-12-31 | 187 |
Total funding liabilities for active participants | 2016-12-31 | 17,925,679 |
Total participant count | 2016-12-31 | 317 |
Total funding target for all participants | 2016-12-31 | 37,458,804 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,840,441 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 6,840,441 |
Present value of excess contributions | 2016-12-31 | 819,472 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 871,508 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 6,750,831 |
Total employer contributions | 2016-12-31 | 600,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 582,334 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 52,342 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 52,342 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 52,342 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 582,334 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 32 |
Total of all active and inactive participants | 2016-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 100 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 28 |
Total of all active and inactive participants | 2015-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 210 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 53 |
Total of all active and inactive participants | 2014-01-01 | 351 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 46 |
Total of all active and inactive participants | 2013-01-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 237 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 71 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 42 |
Total of all active and inactive participants | 2012-01-01 | 350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 352 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 265 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 36 |
Total of all active and inactive participants | 2010-01-01 | 349 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 352 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 345 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 277 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 33 |
Total of all active and inactive participants | 2009-01-01 | 345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 345 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 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 | $13,560,959 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $57,626,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $57,327,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,638,792 |
Value of total assets at end of year | 2020-12-31 | $2,659 |
Value of total assets at beginning of year | 2020-12-31 | $44,068,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $299,327 |
Total interest from all sources | 2020-12-31 | $2,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $515,293 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $515,293 |
Administrative expenses professional fees incurred | 2020-12-31 | $218,510 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,659 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $20,075 |
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 | $-44,065,621 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $44,068,280 |
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 | $63,065 |
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 | $43,798,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $249,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $249,519 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,757 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $22,478,863 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $404,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $12,638,792 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $34,848,390 |
Contract administrator fees | 2020-12-31 | $17,752 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 351178661 |
2019 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,362,872 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,037,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,911,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $940,200 |
Value of total assets at end of year | 2019-12-31 | $44,068,280 |
Value of total assets at beginning of year | 2019-12-31 | $39,743,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $125,809 |
Total interest from all sources | 2019-12-31 | $20,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,095,460 |
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 | $1,095,460 |
Administrative expenses professional fees incurred | 2019-12-31 | $56,770 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $20,075 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $31,592 |
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 | $4,325,276 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $44,068,280 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $39,743,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $51,013 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,798,686 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $39,353,575 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $249,519 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $357,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $357,837 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,306,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $940,200 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,911,787 |
Contract administrator fees | 2019-12-31 | $18,026 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
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 |
Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 351178661 |
2018 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,263,529 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,096,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,006,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $563,211 |
Value of total assets at end of year | 2018-12-31 | $39,743,004 |
Value of total assets at beginning of year | 2018-12-31 | $43,102,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $89,094 |
Total interest from all sources | 2018-12-31 | $8,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $917,414 |
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 | $917,414 |
Administrative expenses professional fees incurred | 2018-12-31 | $21,970 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $31,592 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $22,634 |
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 | $-3,359,614 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $39,743,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $43,102,618 |
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 | $50,009 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $39,353,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $40,651,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $357,837 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $170,997 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $170,997 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $8,754 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,752,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $563,211 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,257,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,006,991 |
Contract administrator fees | 2018-12-31 | $17,115 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,549,808 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,924,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,808,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,544,666 |
Value of total assets at end of year | 2017-12-31 | $43,102,618 |
Value of total assets at beginning of year | 2017-12-31 | $37,477,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $115,899 |
Total interest from all sources | 2017-12-31 | $288 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $768,974 |
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 | $768,974 |
Administrative expenses professional fees incurred | 2017-12-31 | $53,274 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $22,634 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $26,873 |
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 | $5,625,177 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $43,102,618 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,477,441 |
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 | $46,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $40,651,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $37,289,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $170,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $161,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $161,442 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,235,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,544,666 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,257,752 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,808,732 |
Contract administrator fees | 2017-12-31 | $16,289 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,101,857 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,764,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,654,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $600,000 |
Value of total assets at end of year | 2016-12-31 | $37,477,441 |
Value of total assets at beginning of year | 2016-12-31 | $36,140,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $110,015 |
Total interest from all sources | 2016-12-31 | $695 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $733,043 |
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 | $733,043 |
Administrative expenses professional fees incurred | 2016-12-31 | $49,575 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $26,873 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $34,118 |
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 | $1,337,125 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $37,477,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $36,140,316 |
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 | $43,858 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $37,289,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $35,506,750 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $161,442 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $599,448 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $599,448 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $695 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,768,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,654,717 |
Contract administrator fees | 2016-12-31 | $16,582 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $519,431 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,306,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,206,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $990,000 |
Value of total assets at end of year | 2015-12-31 | $36,140,316 |
Value of total assets at beginning of year | 2015-12-31 | $39,927,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $100,112 |
Total interest from all sources | 2015-12-31 | $71 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $937,131 |
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 | $937,131 |
Administrative expenses professional fees incurred | 2015-12-31 | $36,294 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $34,118 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $31,143 |
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 | $-3,787,202 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $36,140,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,927,518 |
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 | $47,770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $35,506,750 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $39,431,230 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $599,448 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $465,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $465,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $71 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,407,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $990,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,206,521 |
Contract administrator fees | 2015-12-31 | $16,048 |
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 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,231,580 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,493,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,323,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $489,000 |
Value of total assets at end of year | 2014-12-31 | $39,927,518 |
Value of total assets at beginning of year | 2014-12-31 | $39,189,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $170,494 |
Total interest from all sources | 2014-12-31 | $54 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $897,622 |
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 | $897,622 |
Administrative expenses professional fees incurred | 2014-12-31 | $108,018 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $31,143 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $32,511 |
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 | $737,757 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,927,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,189,761 |
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 | $46,809 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $39,431,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $36,724,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $465,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,332,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,332,037 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $54 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $844,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $489,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,101,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,323,329 |
Contract administrator fees | 2014-12-31 | $15,667 |
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 | BLUE & CO., LLC |
Accountancy firm EIN | 2014-12-31 | 351178661 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,210,623 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,179,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,064,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,501,000 |
Value of total assets at end of year | 2013-12-31 | $39,189,761 |
Value of total assets at beginning of year | 2013-12-31 | $34,158,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $115,512 |
Total interest from all sources | 2013-12-31 | $231 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $969,494 |
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 | $969,494 |
Administrative expenses professional fees incurred | 2013-12-31 | $46,015 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $32,511 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $48,322 |
Other income not declared elsewhere | 2013-12-31 | $4,650 |
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 | $5,031,034 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,189,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $34,158,727 |
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 | $54,856 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $36,724,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $33,436,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,332,037 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $674,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $674,324 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,735,248 |
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 | $3,501,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,101,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,064,077 |
Contract administrator fees | 2013-12-31 | $14,641 |
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 | HIRTH, NORRIS & GARRISON, LLP |
Accountancy firm EIN | 2013-12-31 | 311158488 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,469,571 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,111,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $862,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $600,000 |
Value of total assets at end of year | 2012-12-31 | $34,158,727 |
Value of total assets at beginning of year | 2012-12-31 | $31,800,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $248,465 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $894,939 |
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 | $894,939 |
Administrative expenses professional fees incurred | 2012-12-31 | $64,330 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $48,322 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $54,070 |
Administrative expenses (other) incurred | 2012-12-31 | $38,473 |
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 | $2,358,267 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $34,158,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $31,800,460 |
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 | $145,662 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $33,436,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,449,225 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,960,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $674,324 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,211,757 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,211,757 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $5,728,105 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,974,632 |
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 | $600,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $862,839 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $3,720,799 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $7,876,502 |
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 | HIRTH, NORRIS & GARRISON, LLP |
Accountancy firm EIN | 2012-12-31 | 311158488 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-78,603 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-78,603 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,876,460 |
Total loss/gain on sale of assets | 2011-12-31 | $-2,148 |
Total of all expenses incurred | 2011-12-31 | $803,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $569,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,384,484 |
Value of total assets at end of year | 2011-12-31 | $31,800,460 |
Value of total assets at beginning of year | 2011-12-31 | $28,727,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $233,900 |
Total interest from all sources | 2011-12-31 | $295,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $277,285 |
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 | $111,034 |
Administrative expenses professional fees incurred | 2011-12-31 | $98,138 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $54,070 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $66,242 |
Administrative expenses (other) incurred | 2011-12-31 | $12,345 |
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 | $3,072,787 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $31,800,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,727,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $123,417 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,449,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,047,759 |
Interest earned on other investments | 2011-12-31 | $41,056 |
Income. Interest from US Government securities | 2011-12-31 | $149,292 |
Income. Interest from corporate debt instruments | 2011-12-31 | $105,094 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,960,002 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,585,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,211,757 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $830,944 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $830,944 |
Asset value of US Government securities at end of year | 2011-12-31 | $5,728,105 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $5,742,799 |
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 | $3,384,484 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,800,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $865,516 |
Income. Dividends from common stock | 2011-12-31 | $166,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $569,773 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $3,720,799 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $3,203,192 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $7,876,502 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $8,385,483 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $16,154,268 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $16,156,416 |
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 | HIRTH, NORRIS & GARRISON, LLP |
Accountancy firm EIN | 2011-12-31 | 311158488 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $717,473 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $717,473 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,034,944 |
Total loss/gain on sale of assets | 2010-12-31 | $1,302,083 |
Total of all expenses incurred | 2010-12-31 | $691,753 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $458,429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,615,516 |
Value of total assets at end of year | 2010-12-31 | $28,727,673 |
Value of total assets at beginning of year | 2010-12-31 | $24,384,482 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $233,324 |
Total interest from all sources | 2010-12-31 | $196,073 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $203,799 |
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 | $37,623 |
Administrative expenses professional fees incurred | 2010-12-31 | $112,137 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $66,242 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $36,501 |
Administrative expenses (other) incurred | 2010-12-31 | $66,299 |
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 | $4,343,191 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,727,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $24,384,482 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,047,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,848 |
Income. Interest from US Government securities | 2010-12-31 | $70,194 |
Income. Interest from corporate debt instruments | 2010-12-31 | $125,879 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,585,738 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,890,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $830,944 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,073,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,073,918 |
Asset value of US Government securities at end of year | 2010-12-31 | $5,742,799 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $3,480,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,615,516 |
Employer contributions (assets) at end of year | 2010-12-31 | $865,516 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $166,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $458,429 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $3,203,192 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $1,564,198 |
Contract administrator fees | 2010-12-31 | $54,888 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $8,385,483 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $12,336,271 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $2,506,922 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,204,839 |
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 | HIRTH, NORRIS & GARRISON, LLP |
Accountancy firm EIN | 2010-12-31 | 311158488 |
2009 : RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR EMPLOYEES OF FISHER-TITUS MEDICAL CENTER 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |