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Plan Name | AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AMERICAN HOSPITAL ASSOCIATION |
Employer identification number (EIN): | 360726140 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about AMERICAN HOSPITAL ASSOCIATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1979-06-15 |
Company Identification Number: | 0004547707 |
Legal Registered Office Address: |
155 N WACKER DR STE 400 CHICAGO United States of America (USA) 60606 |
More information about AMERICAN HOSPITAL ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | SUSAN GERGELY | |||
002 | 2016-01-01 | DESIREE MONTANO-ROSARIO | |||
002 | 2015-01-01 | DESIREE MONTANO-ROSARIO | LISA ALLEN | 2016-10-14 | |
002 | 2014-01-01 | LISA ALLEN | LISA ALLEN | 2015-10-15 | |
002 | 2013-01-01 | LISA ALLEN | LISA ALLEN | 2014-10-13 | |
002 | 2012-01-01 | LISA ALLEN | LISA ALLEN | 2013-10-14 | |
002 | 2011-01-01 | LISA ALLEN | LISA ALLEN | 2012-10-15 | |
002 | 2009-01-01 | CATHERINE BRADY | |||
002 | 2009-01-01 | CATHY BRADY |
Measure | Date | Value |
---|---|---|
2022: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 742 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 454 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 288 |
Total of all active and inactive participants | 2022-01-01 | 775 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 779 |
Number of participants with account balances | 2022-01-01 | 770 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 751 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 429 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 279 |
Total of all active and inactive participants | 2021-01-01 | 739 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 742 |
Number of participants with account balances | 2021-01-01 | 736 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 15 |
2020: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 759 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 458 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 260 |
Total of all active and inactive participants | 2020-01-01 | 748 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 751 |
Number of participants with account balances | 2020-01-01 | 749 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
2019: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 748 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 458 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 269 |
Total of all active and inactive participants | 2019-01-01 | 757 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 759 |
Number of participants with account balances | 2019-01-01 | 755 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
2018: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 752 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 462 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 257 |
Total of all active and inactive participants | 2018-01-01 | 745 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 748 |
Number of participants with account balances | 2018-01-01 | 740 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 748 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 480 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 249 |
Total of all active and inactive participants | 2017-01-01 | 749 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 752 |
Number of participants with account balances | 2017-01-01 | 744 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 768 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 518 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 212 |
Total of all active and inactive participants | 2016-01-01 | 746 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 748 |
Number of participants with account balances | 2016-01-01 | 742 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 765 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 548 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 205 |
Total of all active and inactive participants | 2015-01-01 | 768 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 768 |
Number of participants with account balances | 2015-01-01 | 757 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 30 |
2014: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 717 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 571 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 181 |
Total of all active and inactive participants | 2014-01-01 | 765 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 765 |
Number of participants with account balances | 2014-01-01 | 749 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 15 |
2013: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 697 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 533 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 170 |
Total of all active and inactive participants | 2013-01-01 | 716 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 717 |
Number of participants with account balances | 2013-01-01 | 703 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 665 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 503 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 179 |
Total of all active and inactive participants | 2012-01-01 | 696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 697 |
Number of participants with account balances | 2012-01-01 | 676 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
2011: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 630 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 456 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 194 |
Total of all active and inactive participants | 2011-01-01 | 664 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 665 |
Number of participants with account balances | 2011-01-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 31 |
2009: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 638 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 425 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 211 |
Total of all active and inactive participants | 2009-01-01 | 650 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 651 |
Number of participants with account balances | 2009-01-01 | 642 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 22 |
Measure | Date | Value |
---|---|---|
2022 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-12,721,958 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,066,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,990,545 |
Value of total corrective distributions | 2022-12-31 | $1,179 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,897,547 |
Value of total assets at end of year | 2022-12-31 | $128,778,350 |
Value of total assets at beginning of year | 2022-12-31 | $151,567,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $75,166 |
Total interest from all sources | 2022-12-31 | $43,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,907,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,907,268 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,448,367 |
Participant contributions at end of year | 2022-12-31 | $960,212 |
Participant contributions at beginning of year | 2022-12-31 | $960,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $363,518 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,641 |
Other income not declared elsewhere | 2022-12-31 | $232,274 |
Administrative expenses (other) incurred | 2022-12-31 | $75,166 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-22,788,848 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $128,778,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $151,567,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $111,745,857 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $135,296,918 |
Interest on participant loans | 2022-12-31 | $43,510 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $15,638,479 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $14,878,154 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-26,048,312 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $245,755 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,085,662 |
Employer contributions (assets) at end of year | 2022-12-31 | $433,802 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $431,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,988,904 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORTON LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $27,980,479 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $12,252,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,162,773 |
Value of total corrective distributions | 2021-12-31 | $379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,053,546 |
Value of total assets at end of year | 2021-12-31 | $151,567,198 |
Value of total assets at beginning of year | 2021-12-31 | $135,839,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $89,301 |
Total interest from all sources | 2021-12-31 | $43,538 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,908,495 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,908,495 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,277,168 |
Participant contributions at end of year | 2021-12-31 | $960,963 |
Participant contributions at beginning of year | 2021-12-31 | $914,020 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $436,692 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $692 |
Other income not declared elsewhere | 2021-12-31 | $5,680 |
Administrative expenses (other) incurred | 2021-12-31 | $89,301 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $15,728,026 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $151,567,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $135,839,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $135,296,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $119,723,365 |
Interest on participant loans | 2021-12-31 | $43,538 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $14,878,154 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $14,794,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $14,749,242 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $219,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,339,686 |
Employer contributions (assets) at end of year | 2021-12-31 | $431,163 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $407,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,162,081 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORTON LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $25,886,520 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $11,467,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,390,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,501,229 |
Value of total assets at end of year | 2020-12-31 | $135,839,172 |
Value of total assets at beginning of year | 2020-12-31 | $121,420,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $76,903 |
Total interest from all sources | 2020-12-31 | $51,849 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,596,805 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,596,805 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,274,382 |
Participant contributions at end of year | 2020-12-31 | $914,020 |
Participant contributions at beginning of year | 2020-12-31 | $953,377 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,757,752 |
Other income not declared elsewhere | 2020-12-31 | $7,262 |
Administrative expenses (other) incurred | 2020-12-31 | $76,903 |
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 | $14,419,156 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $135,839,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $121,420,016 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $119,723,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $106,348,537 |
Interest on participant loans | 2020-12-31 | $51,849 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,794,014 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $13,770,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $12,403,529 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $325,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,469,095 |
Employer contributions (assets) at end of year | 2020-12-31 | $407,773 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $347,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,390,461 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | GRANT THORTON LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $29,434,789 |
Total income from all sources (including contributions) | 2019-12-31 | $29,434,789 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $13,956,381 |
Total of all expenses incurred | 2019-12-31 | $13,956,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,937,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,937,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,043,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,043,109 |
Value of total assets at end of year | 2019-12-31 | $121,420,016 |
Value of total assets at end of year | 2019-12-31 | $121,420,016 |
Value of total assets at beginning of year | 2019-12-31 | $105,941,608 |
Value of total assets at beginning of year | 2019-12-31 | $105,941,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,534 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,534 |
Total interest from all sources | 2019-12-31 | $47,728 |
Total interest from all sources | 2019-12-31 | $47,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,689,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,689,442 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $2,689,442 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,689,442 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,028,225 |
Contributions received from participants | 2019-12-31 | $5,028,225 |
Participant contributions at end of year | 2019-12-31 | $953,377 |
Participant contributions at end of year | 2019-12-31 | $953,377 |
Participant contributions at beginning of year | 2019-12-31 | $999,632 |
Participant contributions at beginning of year | 2019-12-31 | $999,632 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $737,232 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $737,232 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $44 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $44 |
Other income not declared elsewhere | 2019-12-31 | $3,610 |
Other income not declared elsewhere | 2019-12-31 | $3,610 |
Administrative expenses (other) incurred | 2019-12-31 | $18,534 |
Administrative expenses (other) incurred | 2019-12-31 | $18,534 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $15,478,408 |
Value of net income/loss | 2019-12-31 | $15,478,408 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $121,420,016 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $121,420,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $105,941,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $105,941,608 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $106,348,537 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $106,348,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $86,884,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $86,884,658 |
Interest on participant loans | 2019-12-31 | $47,728 |
Interest on participant loans | 2019-12-31 | $47,728 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,770,693 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $13,770,693 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $17,709,884 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $17,709,884 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $17,254,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $17,254,664 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $396,236 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $396,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,277,652 |
Contributions received in cash from employer | 2019-12-31 | $3,277,652 |
Employer contributions (assets) at end of year | 2019-12-31 | $347,409 |
Employer contributions (assets) at end of year | 2019-12-31 | $347,409 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $347,434 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $347,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,937,803 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,937,803 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GRANT THORNTON LLP |
Accountancy firm name | 2019-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $10,431,544 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $10,218,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,203,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $15,961,954 |
Value of total assets at end of year | 2018-12-31 | $105,941,608 |
Value of total assets at beginning of year | 2018-12-31 | $105,728,697 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,438 |
Total interest from all sources | 2018-12-31 | $47,827 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,613,713 |
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 | $2,613,713 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,956,501 |
Participant contributions at end of year | 2018-12-31 | $999,632 |
Participant contributions at beginning of year | 2018-12-31 | $1,113,570 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,758,475 |
Administrative expenses (other) incurred | 2018-12-31 | $15,438 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $212,911 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $105,941,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $105,728,697 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $86,884,658 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $87,647,343 |
Interest on participant loans | 2018-12-31 | $47,827 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $17,709,884 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $16,615,050 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,537,417 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $345,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,246,978 |
Employer contributions (assets) at end of year | 2018-12-31 | $347,434 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $352,734 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,203,195 |
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 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $21,681,332 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $11,672,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,662,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,422,642 |
Value of total assets at end of year | 2017-12-31 | $105,728,697 |
Value of total assets at beginning of year | 2017-12-31 | $95,720,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,153 |
Total interest from all sources | 2017-12-31 | $47,706 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,950,587 |
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 | $1,950,587 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,952,083 |
Participant contributions at end of year | 2017-12-31 | $1,113,570 |
Participant contributions at beginning of year | 2017-12-31 | $1,082,328 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $136,016 |
Administrative expenses (other) incurred | 2017-12-31 | $10,153 |
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 | $10,008,472 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $105,728,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $95,720,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $87,647,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $74,980,494 |
Interest on participant loans | 2017-12-31 | $47,706 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $16,615,050 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $19,293,113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,940,232 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $320,165 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,334,543 |
Employer contributions (assets) at end of year | 2017-12-31 | $352,734 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $364,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,662,707 |
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 | RSM US, LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 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 | $14,779,759 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,237,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,230,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,402,576 |
Value of total assets at end of year | 2016-12-31 | $95,720,225 |
Value of total assets at beginning of year | 2016-12-31 | $87,177,950 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,647 |
Total interest from all sources | 2016-12-31 | $42,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,581,226 |
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 | $1,581,226 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,885,456 |
Participant contributions at end of year | 2016-12-31 | $1,082,328 |
Participant contributions at beginning of year | 2016-12-31 | $1,035,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $168,976 |
Administrative expenses (other) incurred | 2016-12-31 | $6,647 |
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 | $8,542,275 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $95,720,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $87,177,950 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $74,980,494 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $66,342,356 |
Interest on participant loans | 2016-12-31 | $42,360 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $19,293,113 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $19,370,748 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,390,126 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $363,471 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,348,144 |
Employer contributions (assets) at end of year | 2016-12-31 | $364,290 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $429,691 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,230,837 |
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 | RSM US, LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 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 | $7,485,220 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,318,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,313,854 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,935,055 |
Value of total assets at end of year | 2015-12-31 | $87,177,950 |
Value of total assets at beginning of year | 2015-12-31 | $86,011,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,450 |
Total interest from all sources | 2015-12-31 | $46,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,938,125 |
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 | $2,938,125 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,548,613 |
Participant contributions at end of year | 2015-12-31 | $1,035,155 |
Participant contributions at beginning of year | 2015-12-31 | $1,127,227 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $72,793 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $78 |
Other income not declared elsewhere | 2015-12-31 | $2,084 |
Administrative expenses (other) incurred | 2015-12-31 | $4,450 |
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 | $1,166,916 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $87,177,950 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $86,011,034 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $66,342,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $65,181,596 |
Interest on participant loans | 2015-12-31 | $46,066 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $19,370,748 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $18,618,979 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,793,130 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $357,020 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,313,649 |
Employer contributions (assets) at end of year | 2015-12-31 | $429,691 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,083,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,313,776 |
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 | RSM US, LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 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 | $12,007,701 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,822,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,819,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,922,867 |
Value of total assets at end of year | 2014-12-31 | $86,011,034 |
Value of total assets at beginning of year | 2014-12-31 | $78,825,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,400 |
Total interest from all sources | 2014-12-31 | $38,991 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,568,508 |
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 | $2,568,508 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,261,923 |
Participant contributions at end of year | 2014-12-31 | $1,127,227 |
Participant contributions at beginning of year | 2014-12-31 | $930,061 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $340,632 |
Other income not declared elsewhere | 2014-12-31 | $180 |
Administrative expenses (other) incurred | 2014-12-31 | $2,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,185,580 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $86,011,034 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $78,825,454 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $65,181,596 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $58,098,930 |
Interest on participant loans | 2014-12-31 | $38,991 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $18,618,979 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $18,848,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,136,079 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $341,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,320,312 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,083,232 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $947,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,819,721 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 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 | $16,966,755 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,121,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,118,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,475,405 |
Value of total assets at end of year | 2013-12-31 | $78,825,454 |
Value of total assets at beginning of year | 2013-12-31 | $65,979,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,335 |
Total interest from all sources | 2013-12-31 | $38,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,318,810 |
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 | $2,318,810 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,806,088 |
Participant contributions at end of year | 2013-12-31 | $930,061 |
Participant contributions at beginning of year | 2013-12-31 | $948,883 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $622,031 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $195 |
Other income not declared elsewhere | 2013-12-31 | $679 |
Administrative expenses (other) incurred | 2013-12-31 | $2,335 |
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 | $12,845,486 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $78,825,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $65,979,968 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $58,098,930 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $45,490,014 |
Interest on participant loans | 2013-12-31 | $38,961 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $18,848,928 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $18,747,786 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,808,719 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $324,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,047,286 |
Employer contributions (assets) at end of year | 2013-12-31 | $947,535 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $793,285 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,118,739 |
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 | WOLF AND COMPANY |
Accountancy firm EIN | 2013-12-31 | 362985665 |
2012 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 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 | $11,086,986 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,177,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,174,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,423,149 |
Value of total assets at end of year | 2012-12-31 | $65,979,968 |
Value of total assets at beginning of year | 2012-12-31 | $59,070,904 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,670 |
Total interest from all sources | 2012-12-31 | $45,898 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,688,715 |
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 | $1,688,715 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,491,030 |
Participant contributions at end of year | 2012-12-31 | $948,883 |
Participant contributions at beginning of year | 2012-12-31 | $1,100,012 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $75,512 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $113,121 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $72 |
Other income not declared elsewhere | 2012-12-31 | $115 |
Administrative expenses (other) incurred | 2012-12-31 | $3,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,909,064 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $65,979,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $59,070,904 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $45,490,014 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $39,145,583 |
Interest on participant loans | 2012-12-31 | $45,898 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $18,747,786 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $18,273,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,493,439 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $435,670 |
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 | $1,818,998 |
Employer contributions (assets) at end of year | 2012-12-31 | $793,285 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $476,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,174,180 |
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 | WOLF AND COMPANY |
Accountancy firm EIN | 2012-12-31 | 362985665 |
2011 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
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 | $5,066,083 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,605,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,597,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,019,642 |
Value of total assets at end of year | 2011-12-31 | $59,070,904 |
Value of total assets at beginning of year | 2011-12-31 | $56,610,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,974 |
Total interest from all sources | 2011-12-31 | $50,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,176,082 |
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 | $1,176,082 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,258,361 |
Participant contributions at end of year | 2011-12-31 | $1,100,012 |
Participant contributions at beginning of year | 2011-12-31 | $1,247,427 |
Participant contributions at end of year | 2011-12-31 | $75,512 |
Participant contributions at beginning of year | 2011-12-31 | $74,527 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $323,298 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $702 |
Other income not declared elsewhere | 2011-12-31 | $1,831 |
Administrative expenses (other) incurred | 2011-12-31 | $7,974 |
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 | $2,460,443 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $59,070,904 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $56,610,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $39,145,583 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $38,211,934 |
Interest on participant loans | 2011-12-31 | $50,092 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $18,273,261 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $16,644,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,692,986 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $511,422 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,437,983 |
Employer contributions (assets) at end of year | 2011-12-31 | $476,536 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $432,437 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,596,964 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WOLF AND COMPANY |
Accountancy firm EIN | 2011-12-31 | 362985665 |
2010 : AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $9,935,969 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,745,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,703,230 |
Value of total corrective distributions | 2010-12-31 | $34,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,698,337 |
Value of total assets at end of year | 2010-12-31 | $56,610,461 |
Value of total assets at beginning of year | 2010-12-31 | $50,419,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,705 |
Total interest from all sources | 2010-12-31 | $110,676 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $868,488 |
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 | $868,488 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,270,242 |
Participant contributions at end of year | 2010-12-31 | $1,247,427 |
Participant contributions at beginning of year | 2010-12-31 | $808,646 |
Participant contributions at end of year | 2010-12-31 | $74,527 |
Participant contributions at beginning of year | 2010-12-31 | $74,891 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $35,556 |
Other income not declared elsewhere | 2010-12-31 | $81 |
Administrative expenses (other) incurred | 2010-12-31 | $7,705 |
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 | $6,190,760 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $56,610,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $50,419,701 |
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 | $38,211,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $46,465,129 |
Interest on participant loans | 2010-12-31 | $48,377 |
Interest earned on other investments | 2010-12-31 | $62,299 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $16,644,136 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,668,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,115,786 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $142,601 |
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 | $1,392,539 |
Employer contributions (assets) at end of year | 2010-12-31 | $432,437 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $402,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,703,230 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WOLF AND COMPANY |
Accountancy firm EIN | 2010-12-31 | 362985665 |
2022: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN HOSPITAL ASSOCIATION 401K THRIFT AND SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |