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MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameMEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN
Plan identification number 002

MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT 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).
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDSTAR HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDSTAR HEALTH, INC.
Employer identification number (EIN):522087445
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MEDSTAR HEALTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2007-07-30
Company Identification Number: P07000085372
Legal Registered Office Address: 13833 WELLINGTON TRACE

WELLINGTON

33414

More information about MEDSTAR HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TERRY LOMBARDI2023-10-05
0022021-01-01TERRY LOMBARDI2022-10-14
0022020-01-01TERRY LOMBARDI2021-10-15
0022019-01-01TERRY LOMBARDI2020-10-15
0022018-01-01TERRY LOMBARDI2019-10-15
0022017-01-01DAVID M. FLAHERTY
0022016-01-01TRACEY MCLAUGHLIN
0022015-01-01TRACEY MCLAUGHLIN
0022014-01-01TRACEY MCLAUGHLIN
0022014-01-01TRACEY MCLAUGHLIN
0022013-01-01TRACEY MCLAUGHLIN
0022012-01-01TRACEY MCLAUGHLIN
0022011-01-01WENDY MARSHALL
0022009-01-01WENDY MARSHALL WENDY MARSHALL2010-11-09
0022009-01-01WENDY MARSHALL
0022009-01-01WENDY MARSHALL WENDY MARSHALL2010-11-15

Plan Statistics for MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31772,622,303
Acturial value of plan assets2022-12-31728,323,184
Funding target for retired participants and beneficiaries receiving payment2022-12-31265,372,860
Number of terminated vested participants2022-12-311,716
Fundng target for terminated vested participants2022-12-31126,579,705
Active participant vested funding target2022-12-31332,374,442
Number of active participants2022-12-312,467
Total funding liabilities for active participants2022-12-31336,916,943
Total participant count2022-12-316,525
Total funding target for all participants2022-12-31728,869,508
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3120,420,232
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-314,500,000
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3115,920,232
Present value of excess contributions2022-12-317,229,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,924,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-317,924,389
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3125,767,785
Total employer contributions2022-12-3115,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3113,968,242
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,403,297
Net shortfall amortization installment of oustanding balance2022-12-3126,314,109
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-318,675,740
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-317,600,000
Additional cash requirement2022-12-311,075,740
Contributions allocatedtoward minimum required contributions for current year2022-12-3113,968,242
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016,504
Total number of active participants reported on line 7a of the Form 55002022-01-012,295
Number of retired or separated participants receiving benefits2022-01-012,264
Number of other retired or separated participants entitled to future benefits2022-01-011,573
Total of all active and inactive participants2022-01-016,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01167
Total participants2022-01-016,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31716,727,542
Acturial value of plan assets2021-12-31663,953,707
Funding target for retired participants and beneficiaries receiving payment2021-12-31246,279,907
Number of terminated vested participants2021-12-311,766
Fundng target for terminated vested participants2021-12-31122,100,231
Active participant vested funding target2021-12-31340,096,581
Number of active participants2021-12-312,700
Total funding liabilities for active participants2021-12-31345,851,810
Total participant count2021-12-316,714
Total funding target for all participants2021-12-31714,231,948
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3112,275,702
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-314,000,000
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-318,275,702
Present value of excess contributions2021-12-3124,979,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3126,649,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3114,900,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-313,900,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3120,420,232
Total employer contributions2021-12-3115,500,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3115,133,788
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,326,820
Net shortfall amortization installment of oustanding balance2021-12-3170,698,473
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3112,404,217
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-314,500,000
Additional cash requirement2021-12-317,904,217
Contributions allocatedtoward minimum required contributions for current year2021-12-3115,133,788
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,697
Total number of active participants reported on line 7a of the Form 55002021-01-012,467
Number of retired or separated participants receiving benefits2021-01-012,218
Number of other retired or separated participants entitled to future benefits2021-01-011,656
Total of all active and inactive participants2021-01-016,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01163
Total participants2021-01-016,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31634,869,490
Acturial value of plan assets2020-12-31621,654,645
Funding target for retired participants and beneficiaries receiving payment2020-12-31234,858,099
Number of terminated vested participants2020-12-311,841
Fundng target for terminated vested participants2020-12-31126,068,046
Active participant vested funding target2020-12-31359,844,722
Number of active participants2020-12-312,906
Total funding liabilities for active participants2020-12-31366,297,261
Total participant count2020-12-316,923
Total funding target for all participants2020-12-31727,223,406
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-318,331,801
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-318,331,801
Present value of excess contributions2020-12-312,395,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,525,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,500,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3112,275,702
Total employer contributions2020-12-3138,300,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3136,998,302
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,206,206
Net shortfall amortization installment of oustanding balance2020-12-31117,844,463
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3130,169,360
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-314,000,000
Additional cash requirement2020-12-3126,169,360
Contributions allocatedtoward minimum required contributions for current year2020-12-3136,998,302
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,904
Total number of active participants reported on line 7a of the Form 55002020-01-012,700
Number of retired or separated participants receiving benefits2020-01-012,134
Number of other retired or separated participants entitled to future benefits2020-01-011,712
Total of all active and inactive participants2020-01-016,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01151
Total participants2020-01-016,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31552,289,984
Acturial value of plan assets2019-12-31589,151,590
Funding target for retired participants and beneficiaries receiving payment2019-12-31220,584,006
Number of terminated vested participants2019-12-311,907
Fundng target for terminated vested participants2019-12-31120,388,729
Active participant vested funding target2019-12-31332,315,589
Number of active participants2019-12-313,079
Total funding liabilities for active participants2019-12-31337,722,973
Total participant count2019-12-317,105
Total funding target for all participants2019-12-31678,695,708
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-315,930,554
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31400,000
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-315,530,554
Present value of excess contributions2019-12-313,112,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,287,683
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-313,200,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-318,331,801
Total employer contributions2019-12-3128,400,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3127,117,048
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,499,547
Net shortfall amortization installment of oustanding balance2019-12-3197,875,919
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3124,721,377
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3124,721,377
Contributions allocatedtoward minimum required contributions for current year2019-12-3127,117,048
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017,092
Total number of active participants reported on line 7a of the Form 55002019-01-012,906
Number of retired or separated participants receiving benefits2019-01-012,069
Number of other retired or separated participants entitled to future benefits2019-01-011,776
Total of all active and inactive participants2019-01-016,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01153
Total participants2019-01-016,904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31614,163,245
Acturial value of plan assets2018-12-31582,192,860
Funding target for retired participants and beneficiaries receiving payment2018-12-31197,699,648
Number of terminated vested participants2018-12-311,905
Fundng target for terminated vested participants2018-12-31112,870,459
Active participant vested funding target2018-12-31332,443,368
Number of active participants2018-12-313,279
Total funding liabilities for active participants2018-12-31338,093,273
Total participant count2018-12-317,206
Total funding target for all participants2018-12-31648,663,380
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-317,598,463
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-317,400,000
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31198,463
Present value of excess contributions2018-12-314,979,147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,784,275
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-315,700,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-315,930,554
Total employer contributions2018-12-3122,600,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3121,637,071
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,502,348
Net shortfall amortization installment of oustanding balance2018-12-3172,401,074
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3118,924,324
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31400,000
Additional cash requirement2018-12-3118,524,324
Contributions allocatedtoward minimum required contributions for current year2018-12-3121,637,071
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017,206
Total number of active participants reported on line 7a of the Form 55002018-01-013,079
Number of retired or separated participants receiving benefits2018-01-012,014
Number of other retired or separated participants entitled to future benefits2018-01-011,904
Total of all active and inactive participants2018-01-016,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0192
Total participants2018-01-017,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31553,589,613
Acturial value of plan assets2017-12-31576,303,129
Funding target for retired participants and beneficiaries receiving payment2017-12-31180,459,499
Number of terminated vested participants2017-12-311,974
Fundng target for terminated vested participants2017-12-31105,136,732
Active participant vested funding target2017-12-31338,019,323
Number of active participants2017-12-313,533
Total funding liabilities for active participants2017-12-31342,692,594
Total participant count2017-12-317,443
Total funding target for all participants2017-12-31628,288,825
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3111,080,677
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-313,860,549
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-317,220,128
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-317,598,463
Total employer contributions2017-12-3114,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3113,210,037
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,468,777
Net shortfall amortization installment of oustanding balance2017-12-3159,584,159
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3115,630,890
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-317,400,000
Additional cash requirement2017-12-318,230,890
Contributions allocatedtoward minimum required contributions for current year2017-12-3113,210,037
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017,443
Total number of active participants reported on line 7a of the Form 55002017-01-013,279
Number of retired or separated participants receiving benefits2017-01-011,925
Number of other retired or separated participants entitled to future benefits2017-01-011,905
Total of all active and inactive participants2017-01-017,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0197
Total participants2017-01-017,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31550,479,294
Acturial value of plan assets2016-12-31594,021,684
Funding target for retired participants and beneficiaries receiving payment2016-12-31161,959,747
Number of terminated vested participants2016-12-312,004
Fundng target for terminated vested participants2016-12-3196,144,635
Active participant vested funding target2016-12-31339,771,155
Number of active participants2016-12-313,832
Total funding liabilities for active participants2016-12-31344,272,149
Total participant count2016-12-317,687
Total funding target for all participants2016-12-31602,376,531
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,185,310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-315,000,000
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-318,185,310
Present value of excess contributions2016-12-313,281,780
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,199,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-313,100,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3111,080,677
Total employer contributions2016-12-316,200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,929,124
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,578,469
Net shortfall amortization installment of oustanding balance2016-12-3119,435,524
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-319,789,673
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-313,860,549
Additional cash requirement2016-12-315,929,124
Contributions allocatedtoward minimum required contributions for current year2016-12-315,929,124
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017,687
Total number of active participants reported on line 7a of the Form 55002016-01-013,533
Number of retired or separated participants receiving benefits2016-01-011,847
Number of other retired or separated participants entitled to future benefits2016-01-011,974
Total of all active and inactive participants2016-01-017,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0189
Total participants2016-01-017,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0136
2015: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,271
Total number of active participants reported on line 7a of the Form 55002015-01-013,832
Number of retired or separated participants receiving benefits2015-01-011,763
Number of other retired or separated participants entitled to future benefits2015-01-012,004
Total of all active and inactive participants2015-01-017,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0188
Total participants2015-01-017,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,275
Total number of active participants reported on line 7a of the Form 55002014-01-014,120
Number of retired or separated participants receiving benefits2014-01-012,034
Number of other retired or separated participants entitled to future benefits2014-01-012,021
Total of all active and inactive participants2014-01-018,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0196
Total participants2014-01-018,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0148
2013: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,550
Total number of active participants reported on line 7a of the Form 55002013-01-014,483
Number of retired or separated participants receiving benefits2013-01-011,653
Number of other retired or separated participants entitled to future benefits2013-01-012,059
Total of all active and inactive participants2013-01-018,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01112
Total participants2013-01-018,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0166
2012: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,588
Total number of active participants reported on line 7a of the Form 55002012-01-014,920
Number of retired or separated participants receiving benefits2012-01-011,499
Number of other retired or separated participants entitled to future benefits2012-01-012,052
Total of all active and inactive participants2012-01-018,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0183
Total participants2012-01-018,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0173
2011: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,471
Total number of active participants reported on line 7a of the Form 55002011-01-015,264
Number of retired or separated participants receiving benefits2011-01-011,220
Number of other retired or separated participants entitled to future benefits2011-01-011,988
Total of all active and inactive participants2011-01-018,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0183
Total participants2011-01-018,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,399
Total number of active participants reported on line 7a of the Form 55002009-01-016,266
Number of retired or separated participants receiving benefits2009-01-01646
Number of other retired or separated participants entitled to future benefits2009-01-011,831
Total of all active and inactive participants2009-01-018,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-018,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0147

Financial Data on MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,839
Total income from all sources (including contributions)2022-12-31$-77,032,677
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$56,323,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$51,264,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,000,000
Value of total assets at end of year2022-12-31$640,520,061
Value of total assets at beginning of year2022-12-31$773,908,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,059,026
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$226,344
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$16,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$296
Administrative expenses (other) incurred2022-12-31$4,461,744
Liabilities. Value of operating payables at end of year2022-12-31$29,810
Liabilities. Value of operating payables at beginning of year2022-12-31$61,839
Total non interest bearing cash at end of year2022-12-31$2,266,541
Total non interest bearing cash at beginning of year2022-12-31$2,174,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-133,356,170
Value of net assets at end of year (total assets less liabilities)2022-12-31$640,490,251
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$773,846,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$614,943,553
Value of interest in master investment trust accounts at beginning of year2022-12-31$767,315,914
Value of interest in common/collective trusts at end of year2022-12-31$8,293,500
Value of interest in common/collective trusts at beginning of year2022-12-31$4,417,122
Net investment gain or loss from common/collective trusts2022-12-31$77,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,000,000
Employer contributions (assets) at end of year2022-12-31$15,000,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$51,264,467
Contract administrator fees2022-12-31$370,938
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$66,999
Total income from all sources (including contributions)2021-12-31$101,725,101
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,554,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,242,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,500,000
Value of total assets at end of year2021-12-31$773,908,260
Value of total assets at beginning of year2021-12-31$716,742,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,311,917
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$336,515
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,428
Administrative expenses (other) incurred2021-12-31$4,473,596
Liabilities. Value of operating payables at end of year2021-12-31$61,839
Liabilities. Value of operating payables at beginning of year2021-12-31$66,999
Total non interest bearing cash at end of year2021-12-31$2,174,928
Total non interest bearing cash at beginning of year2021-12-31$2,558,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$57,170,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$773,846,421
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$716,675,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,982,751
Value of interest in master investment trust accounts at end of year2021-12-31$767,315,914
Value of interest in master investment trust accounts at beginning of year2021-12-31$693,700,285
Value of interest in common/collective trusts at end of year2021-12-31$4,417,122
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$7,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,500,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$10,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,242,414
Contract administrator fees2021-12-31$501,806
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$66,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$176,753
Total income from all sources (including contributions)2020-12-31$123,620,471
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,631,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,445,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,300,000
Value of total assets at end of year2020-12-31$716,742,650
Value of total assets at beginning of year2020-12-31$635,863,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,185,990
Total interest from all sources2020-12-31$44,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$344,159
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,031
Administrative expenses (other) incurred2020-12-31$4,475,734
Liabilities. Value of operating payables at end of year2020-12-31$66,999
Liabilities. Value of operating payables at beginning of year2020-12-31$176,753
Total non interest bearing cash at end of year2020-12-31$2,558,186
Total non interest bearing cash at beginning of year2020-12-31$2,391,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$80,989,216
Value of net assets at end of year (total assets less liabilities)2020-12-31$716,675,651
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$635,686,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,982,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$105,921
Interest earned on other investments2020-12-31$44,811
Value of interest in master investment trust accounts at end of year2020-12-31$693,700,285
Value of interest in master investment trust accounts at beginning of year2020-12-31$621,361,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$38,300,000
Employer contributions (assets) at end of year2020-12-31$10,500,000
Employer contributions (assets) at beginning of year2020-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,445,265
Contract administrator fees2020-12-31$366,097
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$176,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$176,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$275,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$275,725
Total income from all sources (including contributions)2019-12-31$122,282,815
Total income from all sources (including contributions)2019-12-31$122,282,815
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$39,017,534
Total of all expenses incurred2019-12-31$39,017,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,796,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,796,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,400,000
Value of total assets at end of year2019-12-31$635,863,188
Value of total assets at end of year2019-12-31$635,863,188
Value of total assets at beginning of year2019-12-31$552,696,879
Value of total assets at beginning of year2019-12-31$552,696,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,220,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,220,685
Total interest from all sources2019-12-31$124,967
Total interest from all sources2019-12-31$124,967
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$390,990
Administrative expenses professional fees incurred2019-12-31$390,990
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,904
Administrative expenses (other) incurred2019-12-31$4,466,772
Administrative expenses (other) incurred2019-12-31$4,466,772
Liabilities. Value of operating payables at end of year2019-12-31$176,753
Liabilities. Value of operating payables at end of year2019-12-31$176,753
Liabilities. Value of operating payables at beginning of year2019-12-31$275,725
Liabilities. Value of operating payables at beginning of year2019-12-31$275,725
Total non interest bearing cash at end of year2019-12-31$2,391,780
Total non interest bearing cash at end of year2019-12-31$2,391,780
Total non interest bearing cash at beginning of year2019-12-31$1,686,916
Total non interest bearing cash at beginning of year2019-12-31$1,686,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$83,265,281
Value of net income/loss2019-12-31$83,265,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$635,686,435
Value of net assets at end of year (total assets less liabilities)2019-12-31$635,686,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$552,421,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$552,421,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$105,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$105,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,504,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,504,331
Interest earned on other investments2019-12-31$124,967
Value of interest in master investment trust accounts at end of year2019-12-31$621,361,456
Value of interest in master investment trust accounts at end of year2019-12-31$621,361,456
Value of interest in master investment trust accounts at beginning of year2019-12-31$539,700,728
Value of interest in master investment trust accounts at beginning of year2019-12-31$539,700,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$28,400,000
Contributions received in cash from employer2019-12-31$28,400,000
Employer contributions (assets) at end of year2019-12-31$12,000,000
Employer contributions (assets) at end of year2019-12-31$12,000,000
Employer contributions (assets) at beginning of year2019-12-31$8,800,000
Employer contributions (assets) at beginning of year2019-12-31$8,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,796,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,796,849
Contract administrator fees2019-12-31$362,923
Contract administrator fees2019-12-31$362,923
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$275,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$489,858
Total income from all sources (including contributions)2018-12-31$-19,816,018
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,609,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,624,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,600,000
Value of total assets at end of year2018-12-31$552,696,879
Value of total assets at beginning of year2018-12-31$615,336,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,984,570
Total interest from all sources2018-12-31$117,150
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$171,732
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,852
Administrative expenses (other) incurred2018-12-31$3,967,667
Liabilities. Value of operating payables at end of year2018-12-31$275,725
Liabilities. Value of operating payables at beginning of year2018-12-31$489,858
Total non interest bearing cash at end of year2018-12-31$1,686,916
Total non interest bearing cash at beginning of year2018-12-31$2,147,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-62,425,144
Value of net assets at end of year (total assets less liabilities)2018-12-31$552,421,154
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$614,846,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,339,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,504,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,183,661
Interest earned on other investments2018-12-31$117,150
Value of interest in master investment trust accounts at end of year2018-12-31$539,700,728
Value of interest in master investment trust accounts at beginning of year2018-12-31$598,002,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,600,000
Employer contributions (assets) at end of year2018-12-31$8,800,000
Employer contributions (assets) at beginning of year2018-12-31$14,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,624,556
Contract administrator fees2018-12-31$506,047
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$489,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$447,730
Total income from all sources (including contributions)2017-12-31$101,955,714
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$41,501,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,936,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,000,000
Value of total assets at end of year2017-12-31$615,336,156
Value of total assets at beginning of year2017-12-31$554,839,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,565,070
Total interest from all sources2017-12-31$21,226
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$162,082
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$761
Administrative expenses (other) incurred2017-12-31$4,486,588
Liabilities. Value of operating payables at end of year2017-12-31$489,858
Liabilities. Value of operating payables at beginning of year2017-12-31$447,730
Total non interest bearing cash at end of year2017-12-31$2,147,757
Total non interest bearing cash at beginning of year2017-12-31$2,275,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$60,454,257
Value of net assets at end of year (total assets less liabilities)2017-12-31$614,846,298
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$554,392,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,393,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,183,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$994,852
Interest earned on other investments2017-12-31$21,226
Value of interest in master investment trust accounts at end of year2017-12-31$598,002,886
Value of interest in master investment trust accounts at beginning of year2017-12-31$551,568,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$14,000,000
Employer contributions (assets) at end of year2017-12-31$14,000,000
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$34,936,387
Contract administrator fees2017-12-31$522,738
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$447,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$494,279
Total income from all sources (including contributions)2016-12-31$35,976,932
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,369,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,790,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,200,000
Value of total assets at end of year2016-12-31$554,839,771
Value of total assets at beginning of year2016-12-31$551,278,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,578,461
Total interest from all sources2016-12-31$10,987
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$262,496
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$905
Administrative expenses (other) incurred2016-12-31$4,428,595
Liabilities. Value of operating payables at end of year2016-12-31$447,730
Liabilities. Value of operating payables at beginning of year2016-12-31$494,279
Total non interest bearing cash at end of year2016-12-31$2,275,760
Total non interest bearing cash at beginning of year2016-12-31$1,811,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,607,842
Value of net assets at end of year (total assets less liabilities)2016-12-31$554,392,041
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$550,784,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,377,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$994,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,164,106
Interest earned on other investments2016-12-31$10,987
Value of interest in master investment trust accounts at end of year2016-12-31$551,568,398
Value of interest in master investment trust accounts at beginning of year2016-12-31$542,702,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,200,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,790,629
Contract administrator fees2016-12-31$509,826
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$494,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$480,041
Total income from all sources (including contributions)2015-12-31$-9,188,044
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,081,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,576,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,600,000
Value of total assets at end of year2015-12-31$551,278,478
Value of total assets at beginning of year2015-12-31$596,534,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,505,576
Total interest from all sources2015-12-31$8,074
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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$223,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$510
Administrative expenses (other) incurred2015-12-31$3,109,687
Liabilities. Value of operating payables at end of year2015-12-31$494,279
Liabilities. Value of operating payables at beginning of year2015-12-31$480,041
Total non interest bearing cash at end of year2015-12-31$1,811,014
Total non interest bearing cash at beginning of year2015-12-31$1,482,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-45,269,792
Value of net assets at end of year (total assets less liabilities)2015-12-31$550,784,199
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$596,053,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,589,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,164,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,550,650
Interest earned on other investments2015-12-31$8,074
Value of interest in master investment trust accounts at end of year2015-12-31$542,702,453
Value of interest in master investment trust accounts at beginning of year2015-12-31$561,499,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,600,000
Employer contributions (assets) at end of year2015-12-31$3,600,000
Employer contributions (assets) at beginning of year2015-12-31$27,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,576,172
Contract administrator fees2015-12-31$582,097
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$480,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$397,549
Total income from all sources (including contributions)2014-12-31$51,633,301
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$42,453,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,906,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$35,200,000
Value of total assets at end of year2014-12-31$596,534,032
Value of total assets at beginning of year2014-12-31$587,271,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,546,477
Total interest from all sources2014-12-31$4,660
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 year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$749,674
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$486
Administrative expenses (other) incurred2014-12-31$1,929,375
Liabilities. Value of operating payables at end of year2014-12-31$480,041
Liabilities. Value of operating payables at beginning of year2014-12-31$397,549
Total non interest bearing cash at end of year2014-12-31$1,482,902
Total non interest bearing cash at beginning of year2014-12-31$1,528,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,180,299
Value of net assets at end of year (total assets less liabilities)2014-12-31$596,053,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$586,873,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,732,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,550,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,470,572
Interest earned on other investments2014-12-31$4,660
Value of interest in master investment trust accounts at end of year2014-12-31$561,499,970
Value of interest in master investment trust accounts at beginning of year2014-12-31$545,071,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$35,200,000
Employer contributions (assets) at end of year2014-12-31$27,000,000
Employer contributions (assets) at beginning of year2014-12-31$32,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,906,525
Contract administrator fees2014-12-31$134,467
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$397,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$112,542
Total income from all sources (including contributions)2013-12-31$132,658,584
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$36,450,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,745,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$56,506,474
Value of total assets at end of year2013-12-31$587,271,241
Value of total assets at beginning of year2013-12-31$490,778,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,705,215
Total interest from all sources2013-12-31$6,678
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$359,583
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,314
Administrative expenses (other) incurred2013-12-31$1,751,030
Liabilities. Value of operating payables at end of year2013-12-31$397,549
Liabilities. Value of operating payables at beginning of year2013-12-31$112,542
Total non interest bearing cash at end of year2013-12-31$1,528,854
Total non interest bearing cash at beginning of year2013-12-31$1,002,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$96,207,831
Value of net assets at end of year (total assets less liabilities)2013-12-31$586,873,692
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$490,665,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,959,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,470,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,848,402
Interest earned on other investments2013-12-31$6,678
Value of interest in master investment trust accounts at end of year2013-12-31$545,071,329
Value of interest in master investment trust accounts at beginning of year2013-12-31$463,925,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$56,506,474
Employer contributions (assets) at end of year2013-12-31$32,200,000
Employer contributions (assets) at beginning of year2013-12-31$22,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,745,538
Contract administrator fees2013-12-31$634,823
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$112,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$408,922
Total income from all sources (including contributions)2012-12-31$109,524,170
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,360,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,204,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$61,300,000
Value of total assets at end of year2012-12-31$490,778,403
Value of total assets at beginning of year2012-12-31$405,911,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,155,568
Total interest from all sources2012-12-31$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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$824,226
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$30,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,406
Administrative expenses (other) incurred2012-12-31$3,326,306
Liabilities. Value of operating payables at end of year2012-12-31$112,542
Liabilities. Value of operating payables at beginning of year2012-12-31$408,922
Total non interest bearing cash at end of year2012-12-31$1,002,790
Total non interest bearing cash at beginning of year2012-12-31$1,320,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$85,163,759
Value of net assets at end of year (total assets less liabilities)2012-12-31$490,665,861
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$405,502,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,005,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,848,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,439,246
Value of interest in master investment trust accounts at end of year2012-12-31$463,925,897
Value of interest in master investment trust accounts at beginning of year2012-12-31$356,918,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$61,300,000
Employer contributions (assets) at end of year2012-12-31$22,000,000
Employer contributions (assets) at beginning of year2012-12-31$25,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,204,843
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$408,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$306,529
Total income from all sources (including contributions)2011-12-31$46,002,342
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,204,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,836,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$58,906,781
Value of total assets at end of year2011-12-31$405,911,024
Value of total assets at beginning of year2011-12-31$379,010,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,367,787
Total interest from all sources2011-12-31$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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$459,814
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$406,781
Participant contributions at end of year2011-12-31$30,607
Participant contributions at beginning of year2011-12-31$116,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$567
Administrative expenses (other) incurred2011-12-31$2,512,398
Liabilities. Value of operating payables at end of year2011-12-31$408,922
Liabilities. Value of operating payables at beginning of year2011-12-31$306,529
Total non interest bearing cash at end of year2011-12-31$1,320,279
Total non interest bearing cash at beginning of year2011-12-31$553,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$26,798,128
Value of net assets at end of year (total assets less liabilities)2011-12-31$405,502,102
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$378,703,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,165,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,439,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$801,467
Value of interest in master investment trust accounts at end of year2011-12-31$356,918,486
Value of interest in master investment trust accounts at beginning of year2011-12-31$361,838,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$15,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,500,000
Employer contributions (assets) at end of year2011-12-31$25,200,000
Employer contributions (assets) at beginning of year2011-12-31$15,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,836,427
Contract administrator fees2011-12-31$230,218
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,865,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$306,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$325,473
Total income from all sources (including contributions)2010-12-31$86,370,338
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,113,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,158,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$43,703,661
Value of total assets at end of year2010-12-31$379,010,503
Value of total assets at beginning of year2010-12-31$308,638,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,955,241
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$255,932
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,313,661
Participant contributions at end of year2010-12-31$116,844
Participant contributions at beginning of year2010-12-31$404,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$440
Administrative expenses (other) incurred2010-12-31$181,038
Liabilities. Value of operating payables at end of year2010-12-31$306,529
Liabilities. Value of operating payables at beginning of year2010-12-31$325,473
Total non interest bearing cash at end of year2010-12-31$553,567
Total non interest bearing cash at beginning of year2010-12-31$553,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$72,257,033
Value of net assets at end of year (total assets less liabilities)2010-12-31$378,703,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$308,312,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$806,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$801,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$361,838,058
Value of interest in master investment trust accounts at beginning of year2010-12-31$292,502,278
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$1,967,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,390,000
Employer contributions (assets) at end of year2010-12-31$15,700,000
Employer contributions (assets) at beginning of year2010-12-31$13,210,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,158,064
Contract administrator fees2010-12-31$712,001
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

2022: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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