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Plan Name | EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MARTHA JEFFERSON HOSPITAL |
Employer identification number (EIN): | 540261840 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about MARTHA JEFFERSON HOSPITAL
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1929-12-16 |
Company Identification Number: | 0035022 |
Legal Registered Office Address: |
MARTHA JEFFERSON HOSPITAL CHARLOTTESVILLE United States of America (USA) 22911 |
More information about MARTHA JEFFERSON HOSPITAL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | TAMARA MEARS | |||
001 | 2012-01-01 | FILED WITH AUTHORIZED SIGNATURE | |||
001 | 2011-01-01 | SUSAN CABELL MAINS | |||
001 | 2009-01-01 | SUSAN CABELL MAINS |
Measure | Date | Value |
---|---|---|
2013: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,339 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,349 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 596 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 283 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 423 |
Total of all active and inactive participants | 2012-01-01 | 1,302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 37 |
Total participants | 2012-01-01 | 1,339 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,366 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 599 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 274 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 441 |
Total of all active and inactive participants | 2011-01-01 | 1,314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 35 |
Total participants | 2011-01-01 | 1,349 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,402 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 688 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 245 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 420 |
Total of all active and inactive participants | 2009-01-01 | 1,353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 1,376 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2013 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $3,617,233 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $3,617,233 |
Total transfer of assets from this plan | 2013-12-31 | $92,964,299 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $11,596,619 |
Total loss/gain on sale of assets | 2013-12-31 | $1,579,697 |
Total of all expenses incurred | 2013-12-31 | $2,310,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,225,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $83,677,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $84,832 |
Total interest from all sources | 2013-12-31 | $3,988 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,042,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,708,883 |
Administrative expenses professional fees incurred | 2013-12-31 | $69,799 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,406 |
Other income not declared elsewhere | 2013-12-31 | $6,476 |
Administrative expenses (other) incurred | 2013-12-31 | $2,235 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $9,286,595 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $83,677,704 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $1,195,382 |
Investment advisory and management fees | 2013-12-31 | $12,798 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,052,891 |
Interest earned on other investments | 2013-12-31 | $1,841 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $30,771,950 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $37,656,075 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $37,656,075 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,155,375 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,191,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Income. Dividends from common stock | 2013-12-31 | $333,470 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,225,192 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
Aggregate proceeds on sale of assets | 2013-12-31 | $17,784,678 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $16,204,981 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HANTZMON WIEBEL, LLP |
Accountancy firm EIN | 2013-12-31 | 540618213 |
2012 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $146,863 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $146,863 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $20,399,348 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,202,666 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,941,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,000,000 |
Value of total assets at end of year | 2012-12-31 | $83,677,704 |
Value of total assets at beginning of year | 2012-12-31 | $65,481,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $261,345 |
Total interest from all sources | 2012-12-31 | $11 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $374,728 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $374,728 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $198,416 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,406 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $384 |
Other income not declared elsewhere | 2012-12-31 | $15,228 |
Administrative expenses (other) incurred | 2012-12-31 | $62,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $18,196,682 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $83,677,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $65,481,022 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $1,195,382 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $1,154,787 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,052,891 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $24,856,744 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $30,771,950 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $15,746,530 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $37,656,075 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $23,722,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $23,722,577 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,164,507 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,698,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $16,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,941,321 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HANTZMON WIEBEL, LLP |
Accountancy firm EIN | 2012-12-31 | 540618213 |
2011 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-35,649 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-35,649 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $20,305,947 |
Total loss/gain on sale of assets | 2011-12-31 | $115,496 |
Total of all expenses incurred | 2011-12-31 | $2,203,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,868,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,369,455 |
Value of total assets at end of year | 2011-12-31 | $65,481,022 |
Value of total assets at beginning of year | 2011-12-31 | $47,378,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $335,355 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $472,031 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $472,031 |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $701,343 |
Administrative expenses professional fees incurred | 2011-12-31 | $151,088 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $4,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $384 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $164 |
Other income not declared elsewhere | 2011-12-31 | $10,913 |
Administrative expenses (other) incurred | 2011-12-31 | $155,580 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $18,102,025 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $65,481,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,378,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $1,154,787 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $651,903 |
Investment advisory and management fees | 2011-12-31 | $28,687 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $24,856,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $38,760,126 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $15,746,530 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $23,722,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,617,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,617,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $1,104,425 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $269,276 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,369,455 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,647,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,868,567 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $115,496 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HANTZMON WIEBEL, LLP |
Accountancy firm EIN | 2011-12-31 | 540618213 |
2010 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-592,275 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-592,275 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $8,534,144 |
Total loss/gain on sale of assets | 2010-12-31 | $20,463 |
Total of all expenses incurred | 2010-12-31 | $1,980,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,628,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,344,756 |
Value of total assets at end of year | 2010-12-31 | $47,378,997 |
Value of total assets at beginning of year | 2010-12-31 | $40,825,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $352,182 |
Total interest from all sources | 2010-12-31 | $50,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $417,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $417,431 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $701,343 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $924,329 |
Administrative expenses professional fees incurred | 2010-12-31 | $170,198 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $164 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $428 |
Administrative expenses (other) incurred | 2010-12-31 | $140,454 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $17,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,553,812 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,378,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,825,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $651,903 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $1,162,224 |
Investment advisory and management fees | 2010-12-31 | $41,530 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $38,760,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $36,053,660 |
Interest earned on other investments | 2010-12-31 | $47,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,617,845 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,667,044 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,667,044 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,293,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $6,344,756 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,647,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,628,150 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $6,243,774 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,223,311 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HANTZMON WIEBEL, LLP |
Accountancy firm EIN | 2010-12-31 | 540618213 |
2009 : EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2013: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2013 form 5500 responses | ||
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEES' RETIREMENT PLAN OF MARTHA JEFFERSON HOSPITAL 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |