401k Plan data: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. plan

PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 401k Plan overview

Plan Name	PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.
Plan identification number	001

PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

HALIFAX REGIONAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: HALIFAX REGIONAL HOSPITAL

Employer identification number (EIN): 540648699

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about HALIFAX REGIONAL HOSPITAL

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1948-07-15

Company Identification Number: 0057840

Legal Registered Office Address: 2204 WILBORN AVENUE
2204 WILBORN AVE
SOUTH BOSTON
United States of America (USA)
24592

More information about HALIFAX REGIONAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-09-01 MARY JANE COLLIE
001 2014-09-01 MARY JANE COLLIE
001 2013-09-01 MARY JANE COLLIE
001 2012-09-01 MARY JANE COLLIE
001 2011-09-01 MARY JANE COLLIE
001 2010-09-01 MARY JANE COLLIE
001 2009-09-01 MARY JANE COLLIE
001 2009-09-01 MARY JANE COLLIE

Plan id#	Filing Submission Date	Name of Administrator
001	2015-09-01	MARY JANE COLLIE
001	2014-09-01	MARY JANE COLLIE
001	2013-09-01	MARY JANE COLLIE
001	2012-09-01	MARY JANE COLLIE
001	2011-09-01	MARY JANE COLLIE
001	2010-09-01	MARY JANE COLLIE
001	2009-09-01	MARY JANE COLLIE
001	2009-09-01	MARY JANE COLLIE

Plan Statistics for PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.

401k plan membership statisitcs for PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.

Measure Date Value
2015: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 401k membership
Total participants, beginning-of-year 2015-09-01 461
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 0
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 0
Number of participants with account balances 2015-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 401k membership
Total participants, beginning-of-year 2014-09-01 472
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 375
Number of retired or separated participants receiving benefits 2014-09-01 20
Number of other retired or separated participants entitled to future benefits 2014-09-01 63
Total of all active and inactive participants 2014-09-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 3
Total participants 2014-09-01 461
Number of participants with account balances 2014-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 401k membership
Total participants, beginning-of-year 2013-09-01 366
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 392
Number of retired or separated participants receiving benefits 2013-09-01 16
Number of other retired or separated participants entitled to future benefits 2013-09-01 61
Total of all active and inactive participants 2013-09-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 3
Total participants 2013-09-01 472
2012: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 401k membership
Total participants, beginning-of-year 2012-09-01 386
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 300
Number of retired or separated participants receiving benefits 2012-09-01 10
Number of other retired or separated participants entitled to future benefits 2012-09-01 53
Total of all active and inactive participants 2012-09-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 3
Total participants 2012-09-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 1
2011: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 401k membership
Total participants, beginning-of-year 2011-09-01 400
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 320
Number of retired or separated participants receiving benefits 2011-09-01 8
Number of other retired or separated participants entitled to future benefits 2011-09-01 56
Total of all active and inactive participants 2011-09-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 2
Total participants 2011-09-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 2
2010: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 401k membership
Total participants, beginning-of-year 2010-09-01 416
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 331
Number of retired or separated participants receiving benefits 2010-09-01 7
Number of other retired or separated participants entitled to future benefits 2010-09-01 60
Total of all active and inactive participants 2010-09-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 2
Total participants 2010-09-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 2
2009: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2009 401k membership
Total participants, beginning-of-year 2009-09-01 442
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 347
Number of retired or separated participants receiving benefits 2009-09-01 8
Number of other retired or separated participants entitled to future benefits 2009-09-01 60
Total of all active and inactive participants 2009-09-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 1
Total participants 2009-09-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 4

Measure	Date	Value
2015: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 401k membership
Total participants, beginning-of-year	2015-09-01	461
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	0
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	0
Number of participants with account balances	2015-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 401k membership
Total participants, beginning-of-year	2014-09-01	472
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	375
Number of retired or separated participants receiving benefits	2014-09-01	20
Number of other retired or separated participants entitled to future benefits	2014-09-01	63
Total of all active and inactive participants	2014-09-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	3
Total participants	2014-09-01	461
Number of participants with account balances	2014-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 401k membership
Total participants, beginning-of-year	2013-09-01	366
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	392
Number of retired or separated participants receiving benefits	2013-09-01	16
Number of other retired or separated participants entitled to future benefits	2013-09-01	61
Total of all active and inactive participants	2013-09-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	3
Total participants	2013-09-01	472
2012: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 401k membership
Total participants, beginning-of-year	2012-09-01	386
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	300
Number of retired or separated participants receiving benefits	2012-09-01	10
Number of other retired or separated participants entitled to future benefits	2012-09-01	53
Total of all active and inactive participants	2012-09-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	3
Total participants	2012-09-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	1
2011: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 401k membership
Total participants, beginning-of-year	2011-09-01	400
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	320
Number of retired or separated participants receiving benefits	2011-09-01	8
Number of other retired or separated participants entitled to future benefits	2011-09-01	56
Total of all active and inactive participants	2011-09-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	2
Total participants	2011-09-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	2
2010: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 401k membership
Total participants, beginning-of-year	2010-09-01	416
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	331
Number of retired or separated participants receiving benefits	2010-09-01	7
Number of other retired or separated participants entitled to future benefits	2010-09-01	60
Total of all active and inactive participants	2010-09-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	2
Total participants	2010-09-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	2
2009: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2009 401k membership
Total participants, beginning-of-year	2009-09-01	442
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	347
Number of retired or separated participants receiving benefits	2009-09-01	8
Number of other retired or separated participants entitled to future benefits	2009-09-01	60
Total of all active and inactive participants	2009-09-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	1
Total participants	2009-09-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	4

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.

Measure	Date	Value
2015 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$22,249,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-60,071
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$632,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$632,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$22,942,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$9
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$293,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$293,790
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-692,889
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$22,942,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$20,622,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$169,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$169,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-353,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$2,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$632,818
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CHARLES W. SNADER, P.C.
Accountancy firm EIN	2015-12-31	541873714
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$2,000,309
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$1,315,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$1,315,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$2,850,000
Value of total assets at end of year	2015-08-31	$22,942,094
Value of total assets at beginning of year	2015-08-31	$22,257,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$0
Total interest from all sources	2015-08-31	$64
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$544,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$544,040
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$684,921
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$22,942,094
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$22,257,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$20,622,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$15,966,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$169,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$900,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$900,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-1,393,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$2,850,000
Employer contributions (assets) at end of year	2015-08-31	$2,150,000
Employer contributions (assets) at beginning of year	2015-08-31	$5,390,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$1,315,388
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
2014 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total transfer of assets to this plan	2014-08-31	$2,519,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$32,701
Total income from all sources (including contributions)	2014-08-31	$7,076,441
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$515,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$475,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$5,465,000
Value of total assets at end of year	2014-08-31	$22,257,173
Value of total assets at beginning of year	2014-08-31	$13,209,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$39,785
Total interest from all sources	2014-08-31	$48
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$420,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$420,015
Administrative expenses professional fees incurred	2014-08-31	$36,782
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$32,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$6,561,004
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$22,257,173
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$13,176,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$15,966,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$12,366,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$900,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$92,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$92,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$1,191,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$5,465,000
Employer contributions (assets) at end of year	2014-08-31	$5,390,000
Employer contributions (assets) at beginning of year	2014-08-31	$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$475,652
Contract administrator fees	2014-08-31	$3,003
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	CHARLES W. SNADER, PC
Accountancy firm EIN	2014-08-31	541873714
2013 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$32,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$60,070
Total income from all sources (including contributions)	2013-08-31	$822,874
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$903,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$800,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$908,400
Value of total assets at end of year	2013-08-31	$13,209,124
Value of total assets at beginning of year	2013-08-31	$13,317,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$103,181
Total interest from all sources	2013-08-31	$33
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$496,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$496,670
Administrative expenses professional fees incurred	2013-08-31	$31,318
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$32,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$60,070
Administrative expenses (other) incurred	2013-08-31	$31,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-80,726
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$13,176,423
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$13,257,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$34,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$12,366,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$12,364,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$92,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$72,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$72,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$-582,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$908,400
Employer contributions (assets) at end of year	2013-08-31	$750,000
Employer contributions (assets) at beginning of year	2013-08-31	$880,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$800,419
Contract administrator fees	2013-08-31	$5,996
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	CHARLES W. SNADER, PC
Accountancy firm EIN	2013-08-31	541873714
2012 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$60,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$27,264
Total income from all sources (including contributions)	2012-08-31	$2,157,453
Total of all expenses incurred	2012-08-31	$1,052,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$942,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$1,055,000
Value of total assets at end of year	2012-08-31	$13,317,219
Value of total assets at beginning of year	2012-08-31	$12,179,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$109,822
Total interest from all sources	2012-08-31	$26
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$462,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$462,998
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
Minimum employer required contribution for this plan year	2012-08-31	$0
Amount contributed by the employer to the plan for this plan year	2012-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$1,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$60,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$27,264
Administrative expenses (other) incurred	2012-08-31	$49,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$1,105,342
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$13,257,149
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$12,151,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$25,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$12,364,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$11,701,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$72,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$326,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$326,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$639,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$1,055,000
Employer contributions (assets) at end of year	2012-08-31	$880,000
Employer contributions (assets) at beginning of year	2012-08-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$942,289
Contract administrator fees	2012-08-31	$35,271
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	KPMG LLP
Accountancy firm EIN	2012-08-31	135565207
2011 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$27,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$32,293
Total income from all sources (including contributions)	2011-08-31	$1,265,545
Total of all expenses incurred	2011-08-31	$478,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$352,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$300,000
Value of total assets at end of year	2011-08-31	$12,179,071
Value of total assets at beginning of year	2011-08-31	$11,396,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$125,468
Total interest from all sources	2011-08-31	$24
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$253,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$253,355
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Assets. Other investments not covered elsewhere at beginning of year	2011-08-31	$2,667,593
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$1,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$92,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$27,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$32,293
Administrative expenses (other) incurred	2011-08-31	$59,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$787,411
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$12,151,807
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$11,364,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$16,847
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$11,701,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$8,358,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$326,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$128,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$128,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$712,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$300,000
Employer contributions (assets) at end of year	2011-08-31	$150,000
Employer contributions (assets) at beginning of year	2011-08-31	$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$352,666
Contract administrator fees	2011-08-31	$49,200
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	KPMG LLP
Accountancy firm EIN	2011-08-31	135565207
2010 : PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC.

2015: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	Yes
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: PENSION PLAN FOR THE EMPLOYEES OF HALIFAX REGIONAL HOSPITAL, INC. 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HALIFAX REGIONAL HOSPITAL
Employer identification number (EIN):	540648699
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1948-07-15
Company Identification Number:	0057840
Legal Registered Office Address:	2204 WILBORN AVENUE 2204 WILBORN AVE SOUTH BOSTON United States of America (USA) 24592