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THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 401k Plan overview

Plan NameTHE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST
Plan identification number 333

THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE MARYLAND HOSPITAL ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE MARYLAND HOSPITAL ASSOCIATION, INC.
Employer identification number (EIN):520647639
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332017-02-01MEGHAN ALLEN MCCLELLAND MEGHAN ALLEN MCCLELLAND2018-04-02
3332016-02-01MEGHAN ALLEN MEGHAN ALLEN2017-08-22
3332015-02-01MEGHAN ALLEN
3332014-02-01MEGHAN ALLEN MEGHAN ALLEN2015-11-16
3332013-02-01NANCY DAVENPORT NANCY DAVENPORT2014-11-17
3332012-02-01NANCY DAVENPORT NANCY DAVENPORT2013-10-04
3332011-02-01NANCY DAVENPORT
3332010-02-01NANCY DAVENPORT
3332009-02-01ROBERT Z. VOVAK

Plan Statistics for THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST

401k plan membership statisitcs for THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST

Measure Date Value
2017: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-02-0141
Total number of active participants reported on line 7a of the Form 55002017-02-010
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
Market value of plan assets2017-01-3116,322,898
Acturial value of plan assets2017-01-3117,955,188
Funding target for retired participants and beneficiaries receiving payment2017-01-3111,377,254
Number of terminated vested participants2017-01-3145
Fundng target for terminated vested participants2017-01-317,040,395
Active participant vested funding target2017-01-31701,480
Number of active participants2017-01-3111
Total funding liabilities for active participants2017-01-31701,480
Total participant count2017-01-3192
Total funding target for all participants2017-01-3119,119,129
Balance at beginning of prior year after applicable adjustments2017-01-310
Prefunding balance at beginning of prior year after applicable adjustments2017-01-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-01-310
Prefunding balanced used to offset prior years funding requirement2017-01-310
Amount remaining of carryover balance2017-01-310
Amount remaining of prefunding balance2017-01-310
Present value of excess contributions2017-01-311,320,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-01-311,403,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-01-310
Reductions in caryover balances due to elections or deemed elections2017-01-310
Reductions in prefunding balances due to elections or deemed elections2017-01-310
Balance of carryovers at beginning of current year2017-01-310
Balance of prefunding at beginning of current year2017-01-310
Total employer contributions2017-01-319,977,880
Total employee contributions2017-01-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-01-310
Contributions made to avoid restrictions adjusted to valuation date2017-01-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-01-319,440,496
Unpaid minimum required contributions for all prior years2017-01-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-01-310
Remaining amount of unpaid minimum required contributions2017-01-310
Minimum required contributions for current year target normal cost2017-01-31132,300
Net shortfall amortization installment of oustanding balance2017-01-311,163,941
Waiver amortization installment2017-01-310
Total funding amount beforereflecting carryover/prefunding balances2017-01-31347,980
Carryover balance elected to use to offset funding requirement2017-01-310
Prefunding balance elected to use to offset funding requirement2017-01-310
Additional cash requirement2017-01-31347,980
Contributions allocatedtoward minimum required contributions for current year2017-01-319,440,496
Unpaid minimum required contributions for current year2017-01-310
Unpaid minimum required contributions for all years2017-01-310
2016: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-0192
Total number of active participants reported on line 7a of the Form 55002016-02-012
Number of retired or separated participants receiving benefits2016-02-0122
Number of other retired or separated participants entitled to future benefits2016-02-0117
Total of all active and inactive participants2016-02-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-0192
Total number of active participants reported on line 7a of the Form 55002015-02-0111
Number of retired or separated participants receiving benefits2015-02-0134
Number of other retired or separated participants entitled to future benefits2015-02-0145
Total of all active and inactive participants2015-02-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-012
Total participants2015-02-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-0193
Total number of active participants reported on line 7a of the Form 55002014-02-0113
Number of retired or separated participants receiving benefits2014-02-0134
Number of other retired or separated participants entitled to future benefits2014-02-0144
Total of all active and inactive participants2014-02-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-011
Total participants2014-02-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-01139
Total number of active participants reported on line 7a of the Form 55002013-02-0117
Number of retired or separated participants receiving benefits2013-02-0131
Number of other retired or separated participants entitled to future benefits2013-02-0143
Total of all active and inactive participants2013-02-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-012
Total participants2013-02-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-01139
Total number of active participants reported on line 7a of the Form 55002012-02-0117
Number of retired or separated participants receiving benefits2012-02-0128
Number of other retired or separated participants entitled to future benefits2012-02-0194
Total of all active and inactive participants2012-02-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-011
2011: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-01140
Total number of active participants reported on line 7a of the Form 55002011-02-0119
Number of retired or separated participants receiving benefits2011-02-0121
Number of other retired or separated participants entitled to future benefits2011-02-0199
Total of all active and inactive participants2011-02-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-012
2010: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-02-01143
Total number of active participants reported on line 7a of the Form 55002010-02-0130
Number of retired or separated participants receiving benefits2010-02-0117
Number of other retired or separated participants entitled to future benefits2010-02-0193
Total of all active and inactive participants2010-02-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-014
2009: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-01145
Total number of active participants reported on line 7a of the Form 55002009-02-0180
Number of retired or separated participants receiving benefits2009-02-0115
Number of other retired or separated participants entitled to future benefits2009-02-0148
Total of all active and inactive participants2009-02-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-014

Financial Data on THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST

Measure Date Value
2017 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-08-23$0
Total plan liabilities at end of year2017-08-23$0
Total plan liabilities at beginning of year2017-08-23$0
Total income from all sources2017-08-23$17,344
Expenses. Total of all expenses incurred2017-08-23$20,056,086
Benefits paid (including direct rollovers)2017-08-23$19,946,750
Total plan assets at end of year2017-08-23$0
Total plan assets at beginning of year2017-08-23$20,038,742
Value of fidelity bond covering the plan2017-08-23$1,000,000
Total contributions received or receivable from participants2017-08-23$0
Contributions received from other sources (not participants or employers)2017-08-23$0
Other income received2017-08-23$17,344
Noncash contributions received2017-08-23$0
Net income (gross income less expenses)2017-08-23$-20,038,742
Net plan assets at end of year (total assets less liabilities)2017-08-23$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-23$20,038,742
Assets. Value of assets in partnership/joint-venture interests2017-08-23$0
Total contributions received or receivable from employer(s)2017-08-23$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-23$109,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-23$0
Total plan liabilities at end of year2017-01-31$0
Total plan liabilities at beginning of year2017-01-31$2,350
Total income from all sources2017-01-31$11,263,770
Expenses. Total of all expenses incurred2017-01-31$7,547,926
Benefits paid (including direct rollovers)2017-01-31$7,348,274
Total plan assets at end of year2017-01-31$20,038,742
Total plan assets at beginning of year2017-01-31$16,325,248
Value of fidelity bond covering the plan2017-01-31$1,000,000
Total contributions received or receivable from participants2017-01-31$0
Expenses. Other expenses not covered elsewhere2017-01-31$0
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$1,285,890
Noncash contributions received2017-01-31$0
Net income (gross income less expenses)2017-01-31$3,715,844
Net plan assets at end of year (total assets less liabilities)2017-01-31$20,038,742
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$16,322,898
Assets. Value of assets in partnership/joint-venture interests2017-01-31$670,089
Total contributions received or receivable from employer(s)2017-01-31$9,977,880
Value of certain deemed distributions of participant loans2017-01-31$0
Value of corrective distributions2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$199,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
2016 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-01-31$0
Total plan liabilities at end of year2016-01-31$2,350
Total plan liabilities at beginning of year2016-01-31$57,900
Total income from all sources2016-01-31$831,783
Expenses. Total of all expenses incurred2016-01-31$1,168,303
Benefits paid (including direct rollovers)2016-01-31$1,036,003
Total plan assets at end of year2016-01-31$16,325,248
Total plan assets at beginning of year2016-01-31$16,717,318
Value of fidelity bond covering the plan2016-01-31$1,000,000
Total contributions received or receivable from participants2016-01-31$0
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$-914,717
Noncash contributions received2016-01-31$0
Net income (gross income less expenses)2016-01-31$-336,520
Net plan assets at end of year (total assets less liabilities)2016-01-31$16,322,898
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$16,659,418
Assets. Value of assets in partnership/joint-venture interests2016-01-31$1,249,138
Total contributions received or receivable from employer(s)2016-01-31$1,746,500
Value of certain deemed distributions of participant loans2016-01-31$0
Value of corrective distributions2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$132,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
2015 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-01-31$0
Total plan liabilities at end of year2015-01-31$57,900
Total plan liabilities at beginning of year2015-01-31$1,478
Total income from all sources2015-01-31$838,486
Expenses. Total of all expenses incurred2015-01-31$1,364,938
Benefits paid (including direct rollovers)2015-01-31$1,153,417
Total plan assets at end of year2015-01-31$16,717,318
Total plan assets at beginning of year2015-01-31$17,187,348
Value of fidelity bond covering the plan2015-01-31$1,000,000
Total contributions received or receivable from participants2015-01-31$0
Expenses. Other expenses not covered elsewhere2015-01-31$0
Contributions received from other sources (not participants or employers)2015-01-31$0
Other income received2015-01-31$347,511
Noncash contributions received2015-01-31$0
Net income (gross income less expenses)2015-01-31$-526,452
Net plan assets at end of year (total assets less liabilities)2015-01-31$16,659,418
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$17,185,870
Total contributions received or receivable from employer(s)2015-01-31$490,975
Value of certain deemed distributions of participant loans2015-01-31$0
Value of corrective distributions2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$211,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
2014 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$131,051
Total unrealized appreciation/depreciation of assets2014-01-31$131,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$1,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$74,936
Total income from all sources (including contributions)2014-01-31$1,041,109
Total loss/gain on sale of assets2014-01-31$100,488
Total of all expenses incurred2014-01-31$2,416,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$2,172,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$676,834
Value of total assets at end of year2014-01-31$17,187,348
Value of total assets at beginning of year2014-01-31$18,636,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$244,104
Total interest from all sources2014-01-31$94,701
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$170,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$156,030
Administrative expenses professional fees incurred2014-01-31$149,282
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Assets. Other investments not covered elsewhere at end of year2014-01-31$885,872
Assets. Other investments not covered elsewhere at beginning of year2014-01-31$266,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$17,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$25,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$1,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-31$74,936
Other income not declared elsewhere2014-01-31$218
Total non interest bearing cash at beginning of year2014-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-1,375,482
Value of net assets at end of year (total assets less liabilities)2014-01-31$17,185,870
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$18,561,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$94,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$10,535,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$10,737,229
Interest earned on other investments2014-01-31$18,112
Income. Interest from US Government securities2014-01-31$39,229
Income. Interest from corporate debt instruments2014-01-31$37,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$1,371,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$2,381,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$2,381,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$205
Asset value of US Government securities at end of year2014-01-31$1,388,377
Asset value of US Government securities at beginning of year2014-01-31$2,553,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$-132,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$676,834
Income. Dividends from common stock2014-01-31$14,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$2,172,487
Asset. Corporate debt instrument preferred debt at end of year2014-01-31$316,424
Asset. Corporate debt instrument preferred debt at beginning of year2014-01-31$145,960
Asset. Corporate debt instrument debt (other) at end of year2014-01-31$561,549
Asset. Corporate debt instrument debt (other) at beginning of year2014-01-31$1,083,143
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$2,111,309
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$1,442,720
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$19,547,479
Aggregate carrying amount (costs) on sale of assets2014-01-31$19,446,991
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31FITZPATRICK, LEARY & SZARKO, LLC
Accountancy firm EIN2014-01-31462982708
2013 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$73,680
Total unrealized appreciation/depreciation of assets2013-01-31$73,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$74,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$245,633
Total income from all sources (including contributions)2013-01-31$1,374,760
Total loss/gain on sale of assets2013-01-31$132,098
Total of all expenses incurred2013-01-31$1,075,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$851,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$465,606
Value of total assets at end of year2013-01-31$18,636,288
Value of total assets at beginning of year2013-01-31$18,507,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$224,156
Total interest from all sources2013-01-31$137,876
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$178,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$164,060
Administrative expenses professional fees incurred2013-01-31$124,642
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Assets. Other investments not covered elsewhere at end of year2013-01-31$266,326
Assets. Other investments not covered elsewhere at beginning of year2013-01-31$176,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$25,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$21,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$74,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$245,633
Other income not declared elsewhere2013-01-31$87
Total non interest bearing cash at end of year2013-01-31$0
Total non interest bearing cash at beginning of year2013-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$299,208
Value of net assets at end of year (total assets less liabilities)2013-01-31$18,561,352
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$18,262,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$99,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$10,737,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$10,716,664
Interest earned on other investments2013-01-31$8,106
Income. Interest from US Government securities2013-01-31$68,607
Income. Interest from corporate debt instruments2013-01-31$60,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$2,381,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$2,682,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$2,682,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$279
Asset value of US Government securities at end of year2013-01-31$2,553,609
Asset value of US Government securities at beginning of year2013-01-31$2,485,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$386,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$465,606
Income. Dividends from common stock2013-01-31$14,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$851,396
Asset. Corporate debt instrument preferred debt at end of year2013-01-31$145,960
Asset. Corporate debt instrument preferred debt at beginning of year2013-01-31$362,328
Asset. Corporate debt instrument debt (other) at end of year2013-01-31$1,083,143
Asset. Corporate debt instrument debt (other) at beginning of year2013-01-31$764,810
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$1,442,720
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$1,297,215
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$9,003,525
Aggregate carrying amount (costs) on sale of assets2013-01-31$8,871,427
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31MCLEAN, KOEHLER, SPARKS, & HAMMOND
Accountancy firm EIN2013-01-31520547375
2012 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$-78,790
Total unrealized appreciation/depreciation of assets2012-01-31$-78,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$245,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$992,151
Total loss/gain on sale of assets2012-01-31$391,385
Total of all expenses incurred2012-01-31$761,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$609,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$460,340
Value of total assets at end of year2012-01-31$18,507,777
Value of total assets at beginning of year2012-01-31$18,031,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$151,918
Total interest from all sources2012-01-31$138,177
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$222,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$199,060
Administrative expenses professional fees incurred2012-01-31$69,158
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Assets. Other investments not covered elsewhere at end of year2012-01-31$176,615
Assets. Other investments not covered elsewhere at beginning of year2012-01-31$105,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$21,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$22,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$245,633
Other income not declared elsewhere2012-01-31$1,742
Administrative expenses (other) incurred2012-01-31$19
Total non interest bearing cash at end of year2012-01-31$0
Total non interest bearing cash at beginning of year2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$231,027
Value of net assets at end of year (total assets less liabilities)2012-01-31$18,262,144
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$18,031,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$82,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$10,716,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$9,877,669
Interest earned on other investments2012-01-31$7,198
Income. Interest from US Government securities2012-01-31$86,792
Income. Interest from corporate debt instruments2012-01-31$42,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$2,682,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$2,615,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$2,615,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$1,467
Asset value of US Government securities at end of year2012-01-31$2,485,985
Asset value of US Government securities at beginning of year2012-01-31$1,836,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-143,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$460,340
Income. Dividends from common stock2012-01-31$23,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$609,206
Asset. Corporate debt instrument preferred debt at end of year2012-01-31$362,328
Asset. Corporate debt instrument preferred debt at beginning of year2012-01-31$192,247
Asset. Corporate debt instrument debt (other) at end of year2012-01-31$764,810
Asset. Corporate debt instrument debt (other) at beginning of year2012-01-31$607,547
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$1,297,215
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$2,773,458
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$16,583,728
Aggregate carrying amount (costs) on sale of assets2012-01-31$16,192,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31MCLEAN, KOEHLER, SPARKS, & HAMMOND
Accountancy firm EIN2012-01-31520547375
2011 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$365,934
Total unrealized appreciation/depreciation of assets2011-01-31$365,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$6,889,413
Total loss/gain on sale of assets2011-01-31$210,725
Total of all expenses incurred2011-01-31$547,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$519,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$5,331,336
Value of total assets at end of year2011-01-31$18,031,117
Value of total assets at beginning of year2011-01-31$11,688,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$27,654
Total interest from all sources2011-01-31$121,358
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$192,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$143,854
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Assets. Other investments not covered elsewhere at end of year2011-01-31$105,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$22,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$26,292
Other income not declared elsewhere2011-01-31$5,583
Total non interest bearing cash at end of year2011-01-31$0
Total non interest bearing cash at beginning of year2011-01-31$-527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$6,342,173
Value of net assets at end of year (total assets less liabilities)2011-01-31$18,031,117
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$11,688,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$27,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$9,877,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$3,968,555
Interest earned on other investments2011-01-31$426
Income. Interest from US Government securities2011-01-31$68,975
Income. Interest from corporate debt instruments2011-01-31$50,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$2,615,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$2,215,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$2,215,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$1,353
Asset value of US Government securities at end of year2011-01-31$1,836,770
Asset value of US Government securities at beginning of year2011-01-31$1,834,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$662,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$5,331,336
Income. Dividends from common stock2011-01-31$48,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$519,586
Asset. Corporate debt instrument preferred debt at end of year2011-01-31$192,247
Asset. Corporate debt instrument preferred debt at beginning of year2011-01-31$144,624
Asset. Corporate debt instrument debt (other) at end of year2011-01-31$607,547
Asset. Corporate debt instrument debt (other) at beginning of year2011-01-31$749,592
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$2,773,458
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$2,749,877
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$18,343,488
Aggregate carrying amount (costs) on sale of assets2011-01-31$18,132,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31MCLEAN, KOEHLER, SPARKS, & HAMMOND
Accountancy firm EIN2011-01-31520547375
2010 : THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST

2017: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2017 form 5500 responses
2017-02-01Type of plan entityMulitple employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingYes
2017-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2016 form 5500 responses
2016-02-01Type of plan entityMulitple employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2015 form 5500 responses
2015-02-01Type of plan entityMulitple employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2014 form 5500 responses
2014-02-01Type of plan entityMulitple employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2013 form 5500 responses
2013-02-01Type of plan entityMulitple employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2012 form 5500 responses
2012-02-01Type of plan entityMulitple employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2011 form 5500 responses
2011-02-01Type of plan entityMulitple employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2010 form 5500 responses
2010-02-01Type of plan entityMulitple employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: THE MARYLAND HOSPITAL ASSOCIATION INC PENSION PLAN AND TRUST 2009 form 5500 responses
2009-02-01Type of plan entityMulitple employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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