HENRY FORD HEALTH SYSTEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HENRY FORD HEALTH SYSTEM PENSION PLAN
Measure | Date | Value |
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2019: HENRY FORD HEALTH SYSTEM PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 327,997,125 |
Acturial value of plan assets | 2019-12-31 | 351,828,431 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 92,962,608 |
Number of terminated vested participants | 2019-12-31 | 4,894 |
Fundng target for terminated vested participants | 2019-12-31 | 82,537,379 |
Active participant vested funding target | 2019-12-31 | 199,285,993 |
Number of active participants | 2019-12-31 | 9,178 |
Total funding liabilities for active participants | 2019-12-31 | 202,951,213 |
Total participant count | 2019-12-31 | 16,032 |
Total funding target for all participants | 2019-12-31 | 378,451,200 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 5,026,786 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 4,473,249 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 553,537 |
Present value of excess contributions | 2019-12-31 | 3,057,638 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,851,859 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,851,859 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 3,368,143 |
Total employer contributions | 2019-12-31 | 8,386,521 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 7,695,478 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 5,775,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 29,990,912 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 10,993,093 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 3,354,936 |
Additional cash requirement | 2019-12-31 | 7,638,157 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 7,695,478 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 16,014 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: HENRY FORD HEALTH SYSTEM PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 389,865,526 |
Acturial value of plan assets | 2018-12-31 | 389,865,526 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 89,189,224 |
Number of terminated vested participants | 2018-12-31 | 5,048 |
Fundng target for terminated vested participants | 2018-12-31 | 84,673,729 |
Active participant vested funding target | 2018-12-31 | 207,838,635 |
Number of active participants | 2018-12-31 | 9,914 |
Total funding liabilities for active participants | 2018-12-31 | 211,352,829 |
Total participant count | 2018-12-31 | 16,906 |
Total funding target for all participants | 2018-12-31 | 385,215,782 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,414,589 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 471,776 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,942,813 |
Present value of excess contributions | 2018-12-31 | 2,597,279 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,790,025 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,790,025 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 5,026,786 |
Total employer contributions | 2018-12-31 | 3,322,028 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 3,057,638 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 4,125,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 377,042 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 4,473,249 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 4,473,249 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 3,057,638 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 16,888 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9,178 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,789 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4,880 |
Total of all active and inactive participants | 2018-01-01 | 15,847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 167 |
Total participants | 2018-01-01 | 16,014 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: HENRY FORD HEALTH SYSTEM PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 363,971,625 |
Acturial value of plan assets | 2017-12-31 | 376,234,964 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 89,908,853 |
Number of terminated vested participants | 2017-12-31 | 5,051 |
Fundng target for terminated vested participants | 2017-12-31 | 80,791,841 |
Active participant vested funding target | 2017-12-31 | 213,612,060 |
Number of active participants | 2017-12-31 | 10,692 |
Total funding liabilities for active participants | 2017-12-31 | 217,882,696 |
Total participant count | 2017-12-31 | 17,715 |
Total funding target for all participants | 2017-12-31 | 388,583,390 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,249,477 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 2,249,477 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 2,414,589 |
Total employer contributions | 2017-12-31 | 10,458,097 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 9,694,767 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 5,145,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 14,763,015 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 7,569,264 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 471,776 |
Additional cash requirement | 2017-12-31 | 7,097,488 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 9,694,767 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 17,701 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9,914 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,782 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 5,034 |
Total of all active and inactive participants | 2017-01-01 | 16,730 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 158 |
Total participants | 2017-01-01 | 16,888 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: HENRY FORD HEALTH SYSTEM PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 372,623,645 |
Acturial value of plan assets | 2016-12-31 | 409,886,010 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 86,698,795 |
Number of terminated vested participants | 2016-12-31 | 5,168 |
Fundng target for terminated vested participants | 2016-12-31 | 81,010,105 |
Active participant vested funding target | 2016-12-31 | 217,822,079 |
Number of active participants | 2016-12-31 | 11,442 |
Total funding liabilities for active participants | 2016-12-31 | 222,577,839 |
Total participant count | 2016-12-31 | 18,549 |
Total funding target for all participants | 2016-12-31 | 390,286,739 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,327,687 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 2,327,687 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 2,249,477 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 4,620,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 18,539 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10,692 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,798 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5,040 |
Total of all active and inactive participants | 2016-01-01 | 17,530 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 171 |
Total participants | 2016-01-01 | 17,701 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: HENRY FORD HEALTH SYSTEM PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 19,743 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11,442 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,771 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5,161 |
Total of all active and inactive participants | 2015-01-01 | 18,374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 165 |
Total participants | 2015-01-01 | 18,539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: HENRY FORD HEALTH SYSTEM PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20,935 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12,435 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,776 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5,415 |
Total of all active and inactive participants | 2014-01-01 | 19,626 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 117 |
Total participants | 2014-01-01 | 19,743 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 63 |
2013: HENRY FORD HEALTH SYSTEM PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 22,190 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13,811 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,767 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5,239 |
Total of all active and inactive participants | 2013-01-01 | 20,817 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 118 |
Total participants | 2013-01-01 | 20,935 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 105 |
2012: HENRY FORD HEALTH SYSTEM PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 23,477 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15,237 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,792 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5,044 |
Total of all active and inactive participants | 2012-01-01 | 22,073 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 117 |
Total participants | 2012-01-01 | 22,190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 312 |
2011: HENRY FORD HEALTH SYSTEM PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24,055 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16,984 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,796 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4,577 |
Total of all active and inactive participants | 2011-01-01 | 23,357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 120 |
Total participants | 2011-01-01 | 23,477 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 726 |
2009: HENRY FORD HEALTH SYSTEM PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21,817 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16,941 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,888 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3,856 |
Total of all active and inactive participants | 2009-01-01 | 22,685 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 124 |
Total participants | 2009-01-01 | 22,809 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1,120 |
Measure | Date | Value |
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2019 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $350,239,380 |
Total transfer of assets from this plan | 2019-12-31 | $350,239,380 |
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 | $258,064 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $258,064 |
Total income from all sources (including contributions) | 2019-12-31 | $56,778,569 |
Total income from all sources (including contributions) | 2019-12-31 | $56,778,569 |
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 | $34,374,470 |
Total of all expenses incurred | 2019-12-31 | $34,374,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $34,374,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $34,374,470 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,386,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,386,521 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $328,093,345 |
Value of total assets at beginning of year | 2019-12-31 | $328,093,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $258,064 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $258,064 |
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 | $22,404,099 |
Value of net income/loss | 2019-12-31 | $22,404,099 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $327,835,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $327,835,281 |
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 master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $324,771,317 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $324,771,317 |
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 | $8,386,521 |
Contributions received in cash from employer | 2019-12-31 | $8,386,521 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,322,028 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,322,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,374,470 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,374,470 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 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 |
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 | Yes |
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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm name | 2019-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2019-12-31 | 382029668 |
Accountancy firm EIN | 2019-12-31 | 382029668 |
2018 : HENRY FORD HEALTH SYSTEM PENSION 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 | $258,064 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $256,328 |
Total income from all sources (including contributions) | 2018-12-31 | $-25,564,321 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $36,419,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $36,419,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,322,028 |
Value of total assets at end of year | 2018-12-31 | $328,093,345 |
Value of total assets at beginning of year | 2018-12-31 | $390,075,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $258,064 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $256,328 |
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 | $-61,983,677 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $327,835,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $389,818,958 |
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 master investment trust accounts at end of year | 2018-12-31 | $324,771,317 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $379,617,189 |
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 | $3,322,028 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,322,028 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $10,458,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $36,419,356 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2018-12-31 | 382029668 |
2017 : HENRY FORD HEALTH SYSTEM PENSION 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 | $256,328 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $167,748 |
Total income from all sources (including contributions) | 2017-12-31 | $57,627,042 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $31,611,961 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $31,611,961 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,458,097 |
Value of total assets at end of year | 2017-12-31 | $390,075,286 |
Value of total assets at beginning of year | 2017-12-31 | $363,971,625 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $256,328 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $167,748 |
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 | $26,015,081 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $389,818,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $363,803,877 |
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 master investment trust accounts at end of year | 2017-12-31 | $379,617,189 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $363,971,625 |
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 | $10,458,097 |
Employer contributions (assets) at end of year | 2017-12-31 | $10,458,097 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $31,611,961 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2017-12-31 | 382029668 |
2016 : HENRY FORD HEALTH SYSTEM PENSION 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 | $167,748 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $251,899 |
Total income from all sources (including contributions) | 2016-12-31 | $21,501,878 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $30,069,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $30,069,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $363,971,625 |
Value of total assets at beginning of year | 2016-12-31 | $372,623,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $167,748 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $251,899 |
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 | $-8,567,869 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $363,803,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $372,371,746 |
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 master investment trust accounts at end of year | 2016-12-31 | $363,971,625 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $372,623,645 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $30,069,747 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2016-12-31 | 382029668 |
2015 : HENRY FORD HEALTH SYSTEM PENSION 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 | $251,899 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $93,383 |
Total income from all sources (including contributions) | 2015-12-31 | $-16,788,070 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,771,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,771,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $372,623,645 |
Value of total assets at beginning of year | 2015-12-31 | $422,024,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $251,899 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $93,383 |
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 | $-49,559,509 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $372,371,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $421,931,255 |
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 master investment trust accounts at end of year | 2015-12-31 | $372,623,645 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $422,024,638 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,771,439 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2015-12-31 | 382029668 |
2014 : HENRY FORD HEALTH SYSTEM PENSION 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 | $93,383 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $92,965 |
Total income from all sources (including contributions) | 2014-12-31 | $12,138,671 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $37,486,289 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $37,486,289 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $422,024,638 |
Value of total assets at beginning of year | 2014-12-31 | $447,371,838 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $93,383 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $92,965 |
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 | $-25,347,618 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $421,931,255 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $447,278,873 |
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 master investment trust accounts at end of year | 2014-12-31 | $422,024,638 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $447,371,838 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $37,486,289 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2014-12-31 | 382029668 |
2013 : HENRY FORD HEALTH SYSTEM PENSION 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 | $92,965 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $193,955 |
Total income from all sources (including contributions) | 2013-12-31 | $42,666,932 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $37,737,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $37,737,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $447,371,838 |
Value of total assets at beginning of year | 2013-12-31 | $442,543,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $92,965 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $193,955 |
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 | $4,929,096 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $447,278,873 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $442,349,777 |
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 master investment trust accounts at end of year | 2013-12-31 | $447,371,838 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $442,543,732 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $37,737,836 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GEORGE JOHNSON & CO. |
Accountancy firm EIN | 2013-12-31 | 382029668 |
2012 : HENRY FORD HEALTH SYSTEM PENSION 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 | $193,955 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $319,049 |
Total income from all sources (including contributions) | 2012-12-31 | $52,086,943 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $30,423,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $30,423,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $442,543,732 |
Value of total assets at beginning of year | 2012-12-31 | $421,005,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $193,955 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $319,049 |
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 | $21,663,583 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $442,349,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $420,686,194 |
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 master investment trust accounts at end of year | 2012-12-31 | $442,543,732 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $415,673,371 |
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 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,331,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $30,423,360 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2012-12-31 | 382029668 |
2011 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2011 401k financial data |
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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 | $319,049 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $160,982 |
Total income from all sources (including contributions) | 2011-12-31 | $5,089,564 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $29,587,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $29,587,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $11,812,616 |
Value of total assets at end of year | 2011-12-31 | $421,005,243 |
Value of total assets at beginning of year | 2011-12-31 | $445,344,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $319,049 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $160,982 |
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 | $-24,497,592 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $420,686,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $445,183,786 |
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 master investment trust accounts at end of year | 2011-12-31 | $415,673,371 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $427,311,238 |
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 | $11,812,616 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,331,872 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $18,033,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $29,587,156 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2011-12-31 | 382029668 |
2010 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $67,299 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $67,299 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $160,982 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $339,888 |
Total income from all sources (including contributions) | 2010-12-31 | $66,717,358 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $25,866,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $25,866,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $18,033,530 |
Value of total assets at end of year | 2010-12-31 | $445,344,768 |
Value of total assets at beginning of year | 2010-12-31 | $404,673,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $160,982 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $339,888 |
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 | $40,850,550 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $445,183,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $404,333,236 |
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 master investment trust accounts at end of year | 2010-12-31 | $427,311,238 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $386,534,203 |
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 | $2,363,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $18,033,530 |
Employer contributions (assets) at end of year | 2010-12-31 | $18,033,530 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $15,775,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $25,866,808 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2010-12-31 | 382029668 |
2009 : HENRY FORD HEALTH SYSTEM PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |