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RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL Benefits

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

401k Sponsoring company profile

HERBERT J. MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:HERBERT J. MEMORIAL HOSPITAL
Employer identification number (EIN):550404900
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01TIMOTHY K. SKELDON2020-09-30
0012018-01-01TIMOTHY K. SKELDON2019-10-11
0012017-01-01TIMOTHY K. SKELDON TIMOTHY K. SKELDON2018-10-12
0012016-01-01
0012015-01-01
0012014-01-01MARY BETH SMITH
0012013-01-01FILED WITH AUTHORIZED SIGNATURE
0012012-01-01FILED WITH AUTHORIZED SIGNATURE
0012011-01-01MARY BETH SMITH
0012009-01-01MARY BETH SMITH CHARLES O. COVERT2011-03-16
0012009-01-01MARY BETH SMITH CHARLES O. COVERT2010-10-13

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL

Measure Date Value
2019: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2019 401k membership
Market value of plan assets2019-12-3188,503,979
Acturial value of plan assets2019-12-3188,503,979
Funding target for retired participants and beneficiaries receiving payment2019-12-3156,076,311
Number of terminated vested participants2019-12-31482
Fundng target for terminated vested participants2019-12-3115,456,010
Active participant vested funding target2019-12-3133,077,748
Number of active participants2019-12-31487
Total funding liabilities for active participants2019-12-3133,278,851
Total participant count2019-12-311,525
Total funding target for all participants2019-12-31104,811,172
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-318,510,468
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,512,718
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-315,997,750
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31917,469
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-314,655,041
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-311,233,804
Net shortfall amortization installment of oustanding balance2019-12-3120,962,234
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,513,828
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-314,655,041
Additional cash requirement2019-12-31858,787
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-31858,787
Unpaid minimum required contributions for all years2019-12-31858,787
Total participants, beginning-of-year2019-01-011,543
Total number of active participants reported on line 7a of the Form 55002019-01-01487
Number of retired or separated participants receiving benefits2019-01-01556
Number of other retired or separated participants entitled to future benefits2019-01-01482
Total of all active and inactive participants2019-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2018 401k membership
Market value of plan assets2018-12-31101,810,998
Acturial value of plan assets2018-12-31101,810,998
Funding target for retired participants and beneficiaries receiving payment2018-12-3150,079,534
Number of terminated vested participants2018-12-31474
Fundng target for terminated vested participants2018-12-3113,595,848
Active participant vested funding target2018-12-3134,570,179
Number of active participants2018-12-31541
Total funding liabilities for active participants2018-12-3134,780,580
Total participant count2018-12-311,543
Total funding target for all participants2018-12-3198,455,962
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-319,651,401
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-312,307,193
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-317,344,208
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-318,510,468
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-311,029,210
Net shortfall amortization installment of oustanding balance2018-12-315,155,432
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,512,718
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,512,718
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,556
Total number of active participants reported on line 7a of the Form 55002018-01-01541
Number of retired or separated participants receiving benefits2018-01-01528
Number of other retired or separated participants entitled to future benefits2018-01-01474
Total of all active and inactive participants2018-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2017 401k membership
Market value of plan assets2017-12-3193,190,395
Acturial value of plan assets2017-12-3193,190,395
Funding target for retired participants and beneficiaries receiving payment2017-12-3143,705,873
Number of terminated vested participants2017-12-31394
Fundng target for terminated vested participants2017-12-3111,434,581
Active participant vested funding target2017-12-3139,411,581
Number of active participants2017-12-31667
Total funding liabilities for active participants2017-12-3139,661,939
Total participant count2017-12-311,556
Total funding target for all participants2017-12-3194,802,393
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-318,696,616
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-311,675,563
Amount remaining of prefunding balance2017-12-317,021,053
Present value of excess contributions2017-12-311,747,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,921,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,921,222
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 year2017-12-319,651,401
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
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31102,806
Net shortfall amortization installment of oustanding balance2017-12-3111,263,399
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,307,193
Prefunding balance elected to use to offset funding requirement2017-12-312,307,193
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-011,554
Total number of active participants reported on line 7a of the Form 55002017-01-01667
Number of retired or separated participants receiving benefits2017-01-01495
Number of other retired or separated participants entitled to future benefits2017-01-01394
Total of all active and inactive participants2017-01-011,556
Total participants2017-01-011,556
2016: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2016 401k membership
Market value of plan assets2016-12-3186,031,585
Acturial value of plan assets2016-12-3186,031,585
Funding target for retired participants and beneficiaries receiving payment2016-12-3138,247,676
Number of terminated vested participants2016-12-31408
Fundng target for terminated vested participants2016-12-3111,688,003
Active participant vested funding target2016-12-3141,142,999
Number of active participants2016-12-31712
Total funding liabilities for active participants2016-12-3141,470,432
Total participant count2016-12-311,589
Total funding target for all participants2016-12-3191,406,111
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-317,482,181
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-317,482,181
Present value of excess contributions2016-12-311,304,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,388,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,388,022
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 year2016-12-318,696,616
Total employer contributions2016-12-312,800,000
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 date2016-12-312,635,248
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31169,419
Net shortfall amortization installment of oustanding balance2016-12-3114,071,142
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,563,269
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-311,675,563
Additional cash requirement2016-12-31887,706
Contributions allocatedtoward minimum required contributions for current year2016-12-312,635,248
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,590
Total number of active participants reported on line 7a of the Form 55002016-01-01667
Number of retired or separated participants receiving benefits2016-01-01456
Number of other retired or separated participants entitled to future benefits2016-01-01381
Total of all active and inactive participants2016-01-011,504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0150
Total participants2016-01-011,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-011,782
Total number of active participants reported on line 7a of the Form 55002015-01-01712
Number of retired or separated participants receiving benefits2015-01-01438
Number of other retired or separated participants entitled to future benefits2015-01-01393
Total of all active and inactive participants2015-01-011,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0146
Total participants2015-01-011,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-011,847
Total number of active participants reported on line 7a of the Form 55002014-01-01818
Number of retired or separated participants receiving benefits2014-01-01387
Number of other retired or separated participants entitled to future benefits2014-01-01532
Total of all active and inactive participants2014-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0145
Total participants2014-01-011,782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-011,888
Total number of active participants reported on line 7a of the Form 55002013-01-01890
Number of retired or separated participants receiving benefits2013-01-01380
Number of other retired or separated participants entitled to future benefits2013-01-01537
Total of all active and inactive participants2013-01-011,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0138
Total participants2013-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0150
2012: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-011,887
Total number of active participants reported on line 7a of the Form 55002012-01-01955
Number of retired or separated participants receiving benefits2012-01-01369
Number of other retired or separated participants entitled to future benefits2012-01-01534
Total of all active and inactive participants2012-01-011,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-011,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0178
2011: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-011,866
Total number of active participants reported on line 7a of the Form 55002011-01-011,006
Number of retired or separated participants receiving benefits2011-01-01343
Number of other retired or separated participants entitled to future benefits2011-01-01510
Total of all active and inactive participants2011-01-011,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-011,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0159
2009: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-011,790
Total number of active participants reported on line 7a of the Form 55002009-01-011,030
Number of retired or separated participants receiving benefits2009-01-01305
Number of other retired or separated participants entitled to future benefits2009-01-01431
Total of all active and inactive participants2009-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0124
Total participants2009-01-011,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL

Measure Date Value
2019 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,867,416
Total loss/gain on sale of assets2019-12-31$756,113
Total of all expenses incurred2019-12-31$6,733,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,462,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$99,677,563
Value of total assets at beginning of year2019-12-31$88,543,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,271,356
Total interest from all sources2019-12-31$78,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,514,676
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$126,645
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$27,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$23,484
Administrative expenses (other) incurred2019-12-31$944,541
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$11,133,717
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,677,563
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$88,543,846
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$104,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,856,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,031,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,915,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$549,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$549,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$78,723
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$4,877,415
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$6,940,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,517,904
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
Income. Dividends from common stock2019-12-31$2,514,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,462,343
Contract administrator fees2019-12-31$95,886
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$16,685,272
Aggregate carrying amount (costs) on sale of assets2019-12-31$15,929,159
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
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2019-12-31550486667
2018 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,860,882
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,316,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,110,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$88,543,846
Value of total assets at beginning of year2018-12-31$101,721,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,206,256
Total interest from all sources2018-12-31$4,183
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,707,909
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$140,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$23,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,557
Administrative expenses (other) incurred2018-12-31$917,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,177,456
Value of net assets at end of year (total assets less liabilities)2018-12-31$88,543,846
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$101,721,302
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$45,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$81,031,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$93,887,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$549,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,174,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,174,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,183
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$6,940,011
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$5,638,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,572,974
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
Income. Dividends from common stock2018-12-31$2,707,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,110,318
Contract administrator fees2018-12-31$102,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2018-12-31550486667
2017 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,229,363
Total of all expenses incurred2017-12-31$5,711,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,708,314
Value of total assets at end of year2017-12-31$101,721,302
Value of total assets at beginning of year2017-12-31$93,203,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,003,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,449,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$20,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$17,551
Total non interest bearing cash at beginning of year2017-12-31$238
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$8,517,875
Value of net assets at end of year (total assets less liabilities)2017-12-31$101,721,302
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$93,203,427
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$15,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$93,887,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$84,002,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,174,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,391,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,391,515
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$5,638,704
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$5,191,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,780,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Employer contributions (assets) at beginning of year2017-12-31$1,600,000
Income. Dividends from common stock2017-12-31$2,449,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,708,314
Contract administrator fees2017-12-31$988,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2017-12-31550486667
2016 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,208,931
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,111,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,008,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,800,000
Value of total assets at end of year2016-12-31$93,203,427
Value of total assets at beginning of year2016-12-31$86,105,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,807
Total interest from all sources2016-12-31$3,681
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,498,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,498,702
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$17,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$16,877
Total non interest bearing cash at end of year2016-12-31$238
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,097,499
Value of net assets at end of year (total assets less liabilities)2016-12-31$93,203,427
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$86,105,928
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$15,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$84,002,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$75,772,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,391,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,581,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,581,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,681
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$5,191,202
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$5,134,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,906,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,800,000
Employer contributions (assets) at end of year2016-12-31$1,600,000
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$4,008,625
Contract administrator fees2016-12-31$87,417
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 name2016-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2016-12-31550538163
2015 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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$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$2,831,583
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,792,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,604,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,800,000
Value of total assets at end of year2015-12-31$86,105,928
Value of total assets at beginning of year2015-12-31$90,066,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$187,806
Total interest from all sources2015-12-31$840
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,467,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,467,263
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$16,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,960,479
Value of net assets at end of year (total assets less liabilities)2015-12-31$86,105,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$90,066,407
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$18,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$75,772,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$82,996,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,581,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,178,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,178,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$840
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$5,134,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,256,727
Net gain/loss from 103.12 investment entities2015-12-31$-179,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$4,800,000
Employer contributions (assets) at end of year2015-12-31$3,600,000
Employer contributions (assets) at beginning of year2015-12-31$2,875,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,604,256
Contract administrator fees2015-12-31$169,419
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 name2015-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2015-12-31550538163
2014 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,783,477
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,161,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,063,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,300,000
Value of total assets at end of year2014-12-31$90,066,407
Value of total assets at beginning of year2014-12-31$84,444,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,833
Total interest from all sources2014-12-31$845
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,692,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,692,502
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$16,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$23,066
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$5,622,009
Value of net assets at end of year (total assets less liabilities)2014-12-31$90,066,407
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$84,444,398
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$15,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$82,996,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$78,617,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,178,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,678,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,678,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,790,130
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$4,300,000
Employer contributions (assets) at end of year2014-12-31$2,875,000
Employer contributions (assets) at beginning of year2014-12-31$4,125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,063,635
Contract administrator fees2014-12-31$82,580
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 name2014-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2014-12-31550538163
2013 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,401,202
Total unrealized appreciation/depreciation of assets2013-12-31$9,401,202
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$16,596,942
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,897,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,788,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,400,000
Value of total assets at end of year2013-12-31$84,444,398
Value of total assets at beginning of year2013-12-31$70,744,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$108,627
Total interest from all sources2013-12-31$1,135
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,794,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,794,605
Administrative expenses professional fees incurred2013-12-31$60,238
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$23,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$28,518
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$13,699,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$84,444,398
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$70,744,529
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$48,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$78,617,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,889,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,678,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,001,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,001,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,135
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$5,400,000
Employer contributions (assets) at end of year2013-12-31$4,125,000
Employer contributions (assets) at beginning of year2013-12-31$3,825,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,788,446
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 name2013-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2013-12-31550538163
2012 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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$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$16,027,743
Total loss/gain on sale of assets2012-12-31$5,608,710
Total of all expenses incurred2012-12-31$2,749,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,636,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,552,096
Value of total assets at end of year2012-12-31$70,744,529
Value of total assets at beginning of year2012-12-31$57,466,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$113,003
Total interest from all sources2012-12-31$105
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,866,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,866,832
Administrative expenses professional fees incurred2012-12-31$51,077
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$28,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$33,456
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$13,278,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$70,744,529
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,466,501
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$61,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,889,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$54,530,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,001,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,079,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,079,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$8,552,096
Employer contributions (assets) at end of year2012-12-31$3,825,000
Employer contributions (assets) at beginning of year2012-12-31$822,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,636,712
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
Aggregate proceeds on sale of assets2012-12-31$5,608,710
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2012-12-31550538163
2011 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,270,833
Total unrealized appreciation/depreciation of assets2011-12-31$-2,270,833
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$3,546,327
Total loss/gain on sale of assets2011-12-31$378,207
Total of all expenses incurred2011-12-31$2,558,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,412,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,080,454
Value of total assets at end of year2011-12-31$57,466,501
Value of total assets at beginning of year2011-12-31$56,478,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$146,470
Total interest from all sources2011-12-31$175
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,353,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,353,901
Administrative expenses professional fees incurred2011-12-31$51,386
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$33,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,070
Other income not declared elsewhere2011-12-31$-995,577
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$987,832
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,466,501
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$56,478,669
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$95,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$54,530,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$54,266,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,079,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,439,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,439,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$175
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$5,080,454
Employer contributions (assets) at end of year2011-12-31$822,904
Employer contributions (assets) at beginning of year2011-12-31$742,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,412,025
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
Aggregate proceeds on sale of assets2011-12-31$378,207
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 name2011-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2011-12-31550538163
2010 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,015,509
Total unrealized appreciation/depreciation of assets2010-12-31$4,015,509
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$11,420,759
Total loss/gain on sale of assets2010-12-31$1,672,771
Total of all expenses incurred2010-12-31$2,232,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,143,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,512,154
Value of total assets at end of year2010-12-31$56,478,669
Value of total assets at beginning of year2010-12-31$47,290,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,660
Total interest from all sources2010-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,220,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,220,219
Administrative expenses professional fees incurred2010-12-31$48,969
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$235,598
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$9,188,461
Value of net assets at end of year (total assets less liabilities)2010-12-31$56,478,669
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$47,290,208
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$39,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$54,266,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,596,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,439,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$427,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$427,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$4,512,154
Employer contributions (assets) at end of year2010-12-31$742,450
Employer contributions (assets) at beginning of year2010-12-31$1,030,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,143,638
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
Aggregate proceeds on sale of assets2010-12-31$1,672,771
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 name2010-12-31SUTTLE & STALNAKER, PLLC
Accountancy firm EIN2010-12-31550538163
2009 : RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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 RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL

2019: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: RETIREMENT PLAN FOR EMPLOYEES OF HERBERT J. THOMAS MEMORIAL HOSPITAL 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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