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UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN
Plan identification number 001

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BALTIMORE WASHINGTON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:BALTIMORE WASHINGTON MEDICAL CENTER
Employer identification number (EIN):520689917
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01KATE MCCANN
0012014-07-01DAVID SWIFT
0012013-07-01KATHY POEHLER KATHY POEHLER2015-03-27
0012012-07-01KATHY POEHLER KATHY POEHLER2014-04-04
0012011-07-01KATHY POEHLER ALFRED A. PIETSCH2013-04-05
0012010-07-01KATHY POEHLER FRANK VENUTO2012-04-10
0012009-07-01KATHY POEHLER FRANK VENUTO2011-04-13

Plan Statistics for UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

401k plan membership statisitcs for UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

Measure Date Value
2015: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-016,278
Total number of active participants reported on line 7a of the Form 55002015-07-013,012
Number of retired or separated participants receiving benefits2015-07-01585
Number of other retired or separated participants entitled to future benefits2015-07-012,537
Total of all active and inactive participants2015-07-016,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0153
Total participants2015-07-016,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01105
2014: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-013,977
Total number of active participants reported on line 7a of the Form 55002014-07-013,153
Number of retired or separated participants receiving benefits2014-07-01523
Number of other retired or separated participants entitled to future benefits2014-07-012,554
Total of all active and inactive participants2014-07-016,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0148
Total participants2014-07-016,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01129
2013: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-013,652
Total number of active participants reported on line 7a of the Form 55002013-07-012,458
Number of retired or separated participants receiving benefits2013-07-0154
Number of other retired or separated participants entitled to future benefits2013-07-011,295
Total of all active and inactive participants2013-07-013,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-013,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0188
2012: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-013,583
Total number of active participants reported on line 7a of the Form 55002012-07-012,396
Number of retired or separated participants receiving benefits2012-07-0150
Number of other retired or separated participants entitled to future benefits2012-07-011,205
Total of all active and inactive participants2012-07-013,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-013,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0147
2011: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-013,469
Total number of active participants reported on line 7a of the Form 55002011-07-012,266
Number of retired or separated participants receiving benefits2011-07-0145
Number of other retired or separated participants entitled to future benefits2011-07-011,260
Total of all active and inactive participants2011-07-013,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0112
Total participants2011-07-013,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0177
2010: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-013,256
Total number of active participants reported on line 7a of the Form 55002010-07-012,327
Number of retired or separated participants receiving benefits2010-07-0136
Number of other retired or separated participants entitled to future benefits2010-07-011,105
Total of all active and inactive participants2010-07-013,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-013,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0183
2009: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-013,079
Total number of active participants reported on line 7a of the Form 55002009-07-012,215
Number of retired or separated participants receiving benefits2009-07-0133
Number of other retired or separated participants entitled to future benefits2009-07-011,007
Total of all active and inactive participants2009-07-013,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-013,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0175

Financial Data on UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

Measure Date Value
2016 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$9,880,722
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$15,841,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$15,716,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,000,000
Value of total assets at end of year2016-06-30$149,187,789
Value of total assets at beginning of year2016-06-30$155,148,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$125,008
Total interest from all sources2016-06-30$3,552
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$75,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$75,098
Administrative expenses professional fees incurred2016-06-30$99,697
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$7,500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$89,535,053
Other income not declared elsewhere2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,960,430
Value of net assets at end of year (total assets less liabilities)2016-06-30$149,187,789
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$155,148,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$25,311
Value of interest in master investment trust accounts at end of year2016-06-30$138,731,554
Value of interest in master investment trust accounts at beginning of year2016-06-30$59,383,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,455,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,348,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,348,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-839,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,000,000
Employer contributions (assets) at end of year2016-06-30$8,000,000
Employer contributions (assets) at beginning of year2016-06-30$4,881,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$15,716,144
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$61
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-06-30410746749
2015 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$89,534,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$10,197,386
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,416,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,021,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$8,835,912
Value of total assets at end of year2015-06-30$155,148,219
Value of total assets at beginning of year2015-06-30$59,832,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$395,108
Total interest from all sources2015-06-30$546
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$107,752
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$89,535,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$41
Administrative expenses (other) incurred2015-06-30$232,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$5,781,225
Value of net assets at end of year (total assets less liabilities)2015-06-30$155,148,219
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$59,832,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$54,952
Value of interest in master investment trust accounts at end of year2015-06-30$59,383,748
Value of interest in master investment trust accounts at beginning of year2015-06-30$53,272,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,348,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$4,878,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$4,878,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$8,835,912
Employer contributions (assets) at end of year2015-06-30$4,881,270
Employer contributions (assets) at beginning of year2015-06-30$1,680,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,021,053
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-06-30410746749
2014 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$11,863,039
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,586,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,196,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,257,316
Value of total assets at end of year2014-06-30$59,832,002
Value of total assets at beginning of year2014-06-30$50,555,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$389,676
Total interest from all sources2014-06-30$450
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$155,830
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$41
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$31
Administrative expenses (other) incurred2014-06-30$216,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,276,381
Value of net assets at end of year (total assets less liabilities)2014-06-30$59,832,002
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$50,555,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$17,114
Value of interest in master investment trust accounts at end of year2014-06-30$53,272,821
Value of interest in master investment trust accounts at beginning of year2014-06-30$46,667,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$4,878,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,495,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,495,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,257,316
Employer contributions (assets) at end of year2014-06-30$1,680,164
Employer contributions (assets) at beginning of year2014-06-30$1,392,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,196,982
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-06-30410746749
2013 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$8,992,182
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,293,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,927,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,685,467
Value of total assets at end of year2013-06-30$50,555,621
Value of total assets at beginning of year2013-06-30$44,857,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$366,561
Total interest from all sources2013-06-30$716
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$170,971
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$69
Other income not declared elsewhere2013-06-30$244
Administrative expenses (other) incurred2013-06-30$182,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$5,698,302
Value of net assets at end of year (total assets less liabilities)2013-06-30$50,555,621
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$44,857,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$12,633
Value of interest in master investment trust accounts at end of year2013-06-30$46,667,548
Value of interest in master investment trust accounts at beginning of year2013-06-30$41,361,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,495,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,307,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,307,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,685,467
Employer contributions (assets) at end of year2013-06-30$1,392,294
Employer contributions (assets) at beginning of year2013-06-30$1,187,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,927,319
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-06-30410746749
2012 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$3,691,968
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,730,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,386,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,754,042
Value of total assets at end of year2012-06-30$44,857,319
Value of total assets at beginning of year2012-06-30$43,895,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$343,981
Total interest from all sources2012-06-30$615
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$204,299
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$19
Other income not declared elsewhere2012-06-30$280
Administrative expenses (other) incurred2012-06-30$123,495
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$961,478
Value of net assets at end of year (total assets less liabilities)2012-06-30$44,857,319
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$43,895,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$0
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$16,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in master investment trust accounts at end of year2012-06-30$41,361,793
Value of interest in master investment trust accounts at beginning of year2012-06-30$40,756,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,307,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,089,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,089,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,754,042
Employer contributions (assets) at end of year2012-06-30$1,187,660
Employer contributions (assets) at beginning of year2012-06-30$2,050,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,386,509
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-06-30410746749
2011 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$3,587,804
Total unrealized appreciation/depreciation of assets2011-06-30$3,587,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$10,320,466
Total loss/gain on sale of assets2011-06-30$302,403
Total of all expenses incurred2011-06-30$3,083,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,818,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,175,822
Value of total assets at end of year2011-06-30$43,895,841
Value of total assets at beginning of year2011-06-30$36,658,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$264,429
Total interest from all sources2011-06-30$2,429
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$9,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$132,545
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,373
Other income not declared elsewhere2011-06-30$2,098
Administrative expenses (other) incurred2011-06-30$114,450
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$7,237,427
Value of net assets at end of year (total assets less liabilities)2011-06-30$43,895,841
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$36,658,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$8,510,236
Investment advisory and management fees2011-06-30$17,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$17,922,943
Value of interest in master investment trust accounts at end of year2011-06-30$40,756,120
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,089,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$7,869,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$7,869,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$2,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$468,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,175,822
Employer contributions (assets) at end of year2011-06-30$2,050,008
Employer contributions (assets) at beginning of year2011-06-30$1,219,345
Income. Dividends from common stock2011-06-30$9,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,818,610
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$1,133,927
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,196,541
Aggregate carrying amount (costs) on sale of assets2011-06-30$1,894,138
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-06-30410746749
2010 : UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

2015: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulitple employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulitple employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulitple employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulitple employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulitple employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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