COMMUNITY UNITED METHODIST HOSPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY
| Measure | Date | Value |
|---|
| 2021 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $76,333 |
| Total of all expenses incurred | 2021-12-31 | $478,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $495,024 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $76,333 |
| Value of total assets at end of year | 2021-12-31 | $0 |
| Value of total assets at beginning of year | 2021-12-31 | $401,860 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $-16,831 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $783,549 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $76,333 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $495,024 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $401,859 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-401,860 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $401,860 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contract administrator fees | 2021-12-31 | $-16,831 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2021-12-31 | 351178661 |
| 2020 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $7,178,360 |
| Total of all expenses incurred | 2020-12-31 | $7,199,182 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,856,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,178,360 |
| Value of total assets at end of year | 2020-12-31 | $401,860 |
| Value of total assets at beginning of year | 2020-12-31 | $422,682 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $342,988 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,519,366 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $507,528 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $6,127,617 |
| Administrative expenses (other) incurred | 2020-12-31 | $207,459 |
| Total non interest bearing cash at end of year | 2020-12-31 | $401,859 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $422,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-20,822 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $401,860 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $422,682 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $728,577 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $5,151,466 |
| Contract administrator fees | 2020-12-31 | $135,529 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2020-12-31 | 351178661 |
| 2019 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $10,086,258 |
| Total of all expenses incurred | 2019-12-31 | $10,150,072 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,491,645 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,086,258 |
| Value of total assets at end of year | 2019-12-31 | $422,682 |
| Value of total assets at beginning of year | 2019-12-31 | $486,496 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $658,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,227,779 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $885,752 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $8,023,871 |
| Administrative expenses (other) incurred | 2019-12-31 | $414,189 |
| Total non interest bearing cash at end of year | 2019-12-31 | $422,681 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $486,495 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-63,814 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $422,682 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $486,496 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,467,774 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $5,972,727 |
| Contract administrator fees | 2019-12-31 | $244,238 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2019-12-31 | 351178661 |
| 2018 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $17,841,994 |
| Total of all expenses incurred | 2018-12-31 | $17,633,345 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,336,095 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $17,841,994 |
| Value of total assets at end of year | 2018-12-31 | $486,496 |
| Value of total assets at beginning of year | 2018-12-31 | $277,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,297,250 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,286,884 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,308,013 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $14,734,395 |
| Administrative expenses (other) incurred | 2018-12-31 | $508,870 |
| Total non interest bearing cash at end of year | 2018-12-31 | $486,495 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $277,846 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $208,649 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $486,496 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $277,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,601,700 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $12,247,097 |
| Contract administrator fees | 2018-12-31 | $788,380 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2018-12-31 | 351178661 |
| 2017 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $16,600,156 |
| Total of all expenses incurred | 2017-12-31 | $16,609,407 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,434,900 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $16,600,156 |
| Value of total assets at end of year | 2017-12-31 | $277,847 |
| Value of total assets at beginning of year | 2017-12-31 | $287,098 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,174,507 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,235,678 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $723,435 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $13,672,188 |
| Administrative expenses (other) incurred | 2017-12-31 | $481,305 |
| Total non interest bearing cash at end of year | 2017-12-31 | $277,846 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $287,097 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-9,251 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $277,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $287,098 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,762,712 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $12,641,043 |
| Contract administrator fees | 2017-12-31 | $693,202 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2017-12-31 | 351178661 |
| 2016 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $17,924,485 |
| Total of all expenses incurred | 2016-12-31 | $17,689,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $16,576,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $17,924,485 |
| Value of total assets at end of year | 2016-12-31 | $287,098 |
| Value of total assets at beginning of year | 2016-12-31 | $52,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,113,415 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,498,443 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $718,465 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $14,706,368 |
| Administrative expenses (other) incurred | 2016-12-31 | $404,776 |
| Total non interest bearing cash at end of year | 2016-12-31 | $287,097 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $52,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $234,998 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $287,098 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $52,100 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,869,704 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $13,707,577 |
| Contract administrator fees | 2016-12-31 | $708,639 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BLUE & CO., LLC |
| Accountancy firm EIN | 2016-12-31 | 351178661 |
| 2015 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $16,741,987 |
| Total of all expenses incurred | 2015-12-31 | $16,978,003 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $15,774,616 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $16,741,987 |
| Value of total assets at end of year | 2015-12-31 | $52,100 |
| Value of total assets at beginning of year | 2015-12-31 | $288,116 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,203,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,361,897 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $69 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $13,710,166 |
| Administrative expenses (other) incurred | 2015-12-31 | $408,171 |
| Total non interest bearing cash at end of year | 2015-12-31 | $52,099 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $288,046 |
| 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 | $-236,016 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $52,100 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $288,116 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,766,844 |
| 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 |
| Contributions received in cash from employer | 2015-12-31 | $13,380,090 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $297,606 |
| Contract administrator fees | 2015-12-31 | $795,216 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | No |
| 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 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2015-12-31 | 611457054 |
| 2014 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $15,332,198 |
| Total of all expenses incurred | 2014-12-31 | $15,524,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $14,453,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,332,198 |
| Value of total assets at end of year | 2014-12-31 | $288,116 |
| Value of total assets at beginning of year | 2014-12-31 | $480,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,071,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $3,407,523 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $69 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $12,230,946 |
| Administrative expenses (other) incurred | 2014-12-31 | $365,269 |
| Total non interest bearing cash at end of year | 2014-12-31 | $288,046 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $480,395 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-192,280 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $288,116 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $480,396 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,880,926 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $11,924,675 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $341,570 |
| Contract administrator fees | 2014-12-31 | $705,767 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2014-12-31 | 611457054 |
| 2013 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $17,692,951 |
| Total of all expenses incurred | 2013-12-31 | $17,442,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $16,071,076 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,692,951 |
| Value of total assets at end of year | 2013-12-31 | $480,396 |
| Value of total assets at beginning of year | 2013-12-31 | $229,946 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,371,425 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $3,520,648 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $13,853,477 |
| Administrative expenses (other) incurred | 2013-12-31 | $584,300 |
| Total non interest bearing cash at end of year | 2013-12-31 | $480,395 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $229,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $250,450 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $480,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $229,946 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $501 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $501 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $15,616,105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $14,172,303 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $454,971 |
| Contract administrator fees | 2013-12-31 | $787,125 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2013-12-31 | 611457054 |
| 2012 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $15,524,035 |
| Total of all expenses incurred | 2012-12-31 | $15,407,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $14,279,699 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $15,524,035 |
| Value of total assets at end of year | 2012-12-31 | $229,946 |
| Value of total assets at beginning of year | 2012-12-31 | $113,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,127,625 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,716,104 |
| Administrative expenses (other) incurred | 2012-12-31 | $506,774 |
| Total non interest bearing cash at end of year | 2012-12-31 | $229,445 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $112,234 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $116,711 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $229,946 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $113,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $501 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,001 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,001 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $13,821,358 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $12,807,931 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $458,341 |
| Contract administrator fees | 2012-12-31 | $620,851 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2012-12-31 | 611457054 |
| 2011 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $14,763,743 |
| Total of all expenses incurred | 2011-12-31 | $14,845,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $13,814,019 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $14,763,741 |
| Value of total assets at end of year | 2011-12-31 | $113,235 |
| Value of total assets at beginning of year | 2011-12-31 | $194,973 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,031,462 |
| Total interest from all sources | 2011-12-31 | $2 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,898,830 |
| Administrative expenses (other) incurred | 2011-12-31 | $435,601 |
| Total non interest bearing cash at end of year | 2011-12-31 | $112,234 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $193,973 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-81,738 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $113,235 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $194,973 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,001 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,000 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $13,323,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $11,864,911 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $490,317 |
| Contract administrator fees | 2011-12-31 | $595,861 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2011-12-31 | 611457054 |
| 2010 : HEALTH & WELFARE PLAN OF METHODIST HOSPITAL, HENDERSON & METHODIST HOSPITAL, UNION COUNTY 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $14,165,971 |
| Total of all expenses incurred | 2010-12-31 | $14,805,531 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,905,606 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $14,165,945 |
| Value of total assets at end of year | 2010-12-31 | $194,973 |
| Value of total assets at beginning of year | 2010-12-31 | $834,533 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $899,925 |
| Total interest from all sources | 2010-12-31 | $26 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,641,675 |
| Administrative expenses (other) incurred | 2010-12-31 | $331,930 |
| Total non interest bearing cash at end of year | 2010-12-31 | $193,973 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $188,816 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-639,560 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $194,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $834,533 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,000 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $645,717 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $645,717 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $26 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $13,386,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $11,524,270 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $518,888 |
| Contract administrator fees | 2010-12-31 | $567,995 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MCELROY, MITCHELL & ASSOCIATES, LLP |
| Accountancy firm EIN | 2010-12-31 | 611457054 |
