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MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 401k Plan overview

Plan NameMANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN
Plan identification number 001

MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MANATI MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:MANATI MEDICAL CENTER
Employer identification number (EIN):660531550
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01NILDA PARAVISINI2020-10-13
0012018-01-01NILDA PARAVISINI2020-09-01
0012017-01-01NILDA PARAVISINI
0012016-01-01NILDA PARAVISINI
0012015-01-01NILDA PARAVISINI
0012014-01-01NILDA PARAVISINI
0012013-01-01NILDA PARAVISINI
0012012-01-01NILDA PARAVISINI
0012011-01-01NILDA PARAVISINI
0012010-01-01NILDA PARAVISINI
0012009-01-01NILDA PARAVISINI
0012009-01-01NILDA PARAVISSINI

Plan Statistics for MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN

401k plan membership statisitcs for MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN

Measure Date Value
2022: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,679
Total number of active participants reported on line 7a of the Form 55002022-01-011,908
Number of retired or separated participants receiving benefits2022-01-0149
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-012,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,144
Number of participants with account balances2022-01-011,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,861
Total number of active participants reported on line 7a of the Form 55002021-01-011,532
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01167
Total of all active and inactive participants2021-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,699
Number of participants with account balances2021-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,855
Total number of active participants reported on line 7a of the Form 55002020-01-011,610
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-011,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,731
Number of participants with account balances2020-01-011,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,287
Total number of active participants reported on line 7a of the Form 55002019-01-011,293
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,293
Number of participants with account balances2019-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,859
Total number of active participants reported on line 7a of the Form 55002018-01-011,287
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,287
Number of participants with account balances2018-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,848
Total number of active participants reported on line 7a of the Form 55002017-01-011,802
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-011,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,859
Number of participants with account balances2017-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,076
Total number of active participants reported on line 7a of the Form 55002016-01-012,041
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-012,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,062
Number of participants with account balances2016-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,305
Total number of active participants reported on line 7a of the Form 55002015-01-011,196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,209
Number of participants with account balances2015-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,038
Total number of active participants reported on line 7a of the Form 55002014-01-011,237
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,885
Total number of active participants reported on line 7a of the Form 55002013-01-011,965
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-012,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,038
Number of participants with account balances2013-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,670
Total number of active participants reported on line 7a of the Form 55002012-01-011,962
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-012,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,036
Number of participants with account balances2012-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,075
Total number of active participants reported on line 7a of the Form 55002011-01-01968
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,018
Number of participants with account balances2011-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01981
Total number of active participants reported on line 7a of the Form 55002010-01-011,174
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,180
Number of participants with account balances2010-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,000
Total number of active participants reported on line 7a of the Form 55002009-01-01943
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01970
Total participants2009-01-01970
Number of participants with account balances2009-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN

Measure Date Value
2022 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,120
Total income from all sources (including contributions)2022-12-31$711,194
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$462,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$422,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,334,629
Value of total assets at end of year2022-12-31$10,483,423
Value of total assets at beginning of year2022-12-31$10,235,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,465
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$194,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$194,113
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,116,255
Participant contributions at end of year2022-12-31$45,177
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$57,604
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,141,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,120
Other income not declared elsewhere2022-12-31$-1,817,548
Total non interest bearing cash at end of year2022-12-31$1,614
Total non interest bearing cash at beginning of year2022-12-31$65,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$248,466
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,479,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,230,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,370,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,170,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$76,865
Employer contributions (assets) at end of year2022-12-31$8,421
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$422,263
Contract administrator fees2022-12-31$2,766
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DRIVEN PSC
Accountancy firm EIN2022-12-31660961896
2021 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,284
Total income from all sources (including contributions)2021-12-31$2,075,618
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$711,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$688,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$985,795
Value of total assets at end of year2021-12-31$10,235,710
Value of total assets at beginning of year2021-12-31$8,872,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,256
Total interest from all sources2021-12-31$193,474
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$985,795
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,284
Other income not declared elsewhere2021-12-31$896,349
Total non interest bearing cash at end of year2021-12-31$65,557
Total non interest bearing cash at beginning of year2021-12-31$35,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,363,763
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,230,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,866,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,170,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,836,879
Interest earned on other investments2021-12-31$193,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$688,599
Contract administrator fees2021-12-31$23,256
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DRIVEN PSC
Accountancy firm EIN2021-12-31660961896
2020 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,004,497
Total unrealized appreciation/depreciation of assets2020-12-31$1,004,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,246
Total income from all sources (including contributions)2020-12-31$2,056,066
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,223,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,209,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$912,652
Value of total assets at end of year2020-12-31$8,872,111
Value of total assets at beginning of year2020-12-31$8,043,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,989
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$138,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$138,917
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$912,652
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,246
Total non interest bearing cash at end of year2020-12-31$35,232
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$833,021
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,866,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,033,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,836,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,964,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$78,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,209,056
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DRIVEN PSC
Accountancy firm EIN2020-12-31660961896
2019 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,328,429
Total unrealized appreciation/depreciation of assets2019-12-31$1,328,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,246
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$2,580,136
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$347,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$269,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,251,707
Value of total assets at end of year2019-12-31$8,043,052
Value of total assets at beginning of year2019-12-31$5,800,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,171
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Contributions received from participants2019-12-31$888,754
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,246
Administrative expenses (other) incurred2019-12-31$78,171
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$2,232,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,033,806
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,800,995
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
Value of interest in pooled separate accounts at end of year2019-12-31$7,964,636
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,734,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$336,450
Employer contributions (assets) at end of year2019-12-31$78,416
Employer contributions (assets) at beginning of year2019-12-31$66,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$269,154
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO - AUDIT, PSC
Accountancy firm EIN2019-12-31660919868
2018 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-327,387
Total unrealized appreciation/depreciation of assets2018-12-31$-327,387
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$461,576
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,462,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,394,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$788,963
Value of total assets at end of year2018-12-31$5,800,995
Value of total assets at beginning of year2018-12-31$6,801,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,505
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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
Contributions received from participants2018-12-31$580,494
Administrative expenses (other) incurred2018-12-31$67,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,000,793
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,800,995
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,801,788
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,952,317
Value of interest in pooled separate accounts at end of year2018-12-31$5,734,201
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,809,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$208,469
Employer contributions (assets) at end of year2018-12-31$66,794
Employer contributions (assets) at beginning of year2018-12-31$40,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,394,864
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 name2018-12-31BDO PUERTO RICO, PSC
Accountancy firm EIN2018-12-31660578857
2017 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$465,642
Total unrealized appreciation/depreciation of assets2017-12-31$465,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18
Total income from all sources (including contributions)2017-12-31$1,123,730
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$253,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$203,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$658,088
Value of total assets at end of year2017-12-31$6,801,788
Value of total assets at beginning of year2017-12-31$5,931,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,730
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$481,924
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$18
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$869,981
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,801,788
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,931,807
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$50,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,952,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,912,223
Value of interest in pooled separate accounts at end of year2017-12-31$3,809,298
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,979,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
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
Contributions received in cash from employer2017-12-31$176,164
Employer contributions (assets) at end of year2017-12-31$40,173
Employer contributions (assets) at beginning of year2017-12-31$40,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$203,019
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 name2017-12-31BDO PUERTO RICO PSC
Accountancy firm EIN2017-12-31660578857
2016 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,196
Total income from all sources (including contributions)2016-12-31$902,980
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$213,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$166,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$669,858
Value of total assets at end of year2016-12-31$5,931,825
Value of total assets at beginning of year2016-12-31$5,250,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,864
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$497,040
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$13,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,196
Total non interest bearing cash at end of year2016-12-31$0
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$689,498
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,931,807
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,242,309
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,912,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,565,538
Value of interest in pooled separate accounts at end of year2016-12-31$2,979,199
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,631,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$233,122
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$172,818
Employer contributions (assets) at end of year2016-12-31$40,403
Employer contributions (assets) at beginning of year2016-12-31$40,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$166,618
Contract administrator fees2016-12-31$46,864
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 name2016-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2016-12-31660703468
2015 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,977
Total unrealized appreciation/depreciation of assets2015-12-31$5,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,136
Total income from all sources (including contributions)2015-12-31$612,866
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$147,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$103,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$606,889
Value of total assets at end of year2015-12-31$5,250,505
Value of total assets at beginning of year2015-12-31$4,779,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,795
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$447,799
Participant contributions at end of year2015-12-31$13,022
Participant contributions at beginning of year2015-12-31$17,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,136
Administrative expenses (other) incurred2015-12-31$43,795
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$465,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,242,309
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,776,932
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,565,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,240,328
Value of interest in pooled separate accounts at end of year2015-12-31$2,631,674
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,475,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$159,090
Employer contributions (assets) at end of year2015-12-31$40,271
Employer contributions (assets) at beginning of year2015-12-31$45,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$103,694
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 name2015-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2015-12-31660703468
2014 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,136
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$796,101
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$144,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$103,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$620,087
Value of total assets at end of year2014-12-31$4,779,068
Value of total assets at beginning of year2014-12-31$4,125,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,313
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$455,887
Participant contributions at end of year2014-12-31$17,868
Participant contributions at beginning of year2014-12-31$19,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$176,014
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$651,840
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,776,932
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,125,092
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$40,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,240,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,063,901
Value of interest in pooled separate accounts at end of year2014-12-31$2,475,793
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$164,200
Employer contributions (assets) at end of year2014-12-31$45,079
Employer contributions (assets) at beginning of year2014-12-31$41,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$103,948
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 name2014-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2014-12-31660703468
2013 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$824,732
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$224,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$190,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$571,207
Value of total assets at end of year2013-12-31$4,125,092
Value of total assets at beginning of year2013-12-31$3,524,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,996
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$419,154
Participant contributions at end of year2013-12-31$19,622
Participant contributions at beginning of year2013-12-31$30,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$253,525
Administrative expenses (other) incurred2013-12-31$33,996
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$600,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,125,092
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,524,561
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,063,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,455,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$152,053
Employer contributions (assets) at end of year2013-12-31$41,426
Employer contributions (assets) at beginning of year2013-12-31$39,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$190,205
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 name2013-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2013-12-31660703468
2012 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$763,970
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$185,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$141,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$538,468
Value of total assets at end of year2012-12-31$3,524,561
Value of total assets at beginning of year2012-12-31$2,946,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,102
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,877
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$31,877
Administrative expenses professional fees incurred2012-12-31$44,102
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$392,688
Participant contributions at end of year2012-12-31$30,150
Participant contributions at beginning of year2012-12-31$15,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$578,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,524,561
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,946,295
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,455,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,891,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$193,625
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$145,780
Employer contributions (assets) at end of year2012-12-31$39,289
Employer contributions (assets) at beginning of year2012-12-31$39,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$141,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2012-12-31660703468
2011 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$55,991
Total income from all sources (including contributions)2011-12-31$588,308
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$115,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$115,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$567,150
Value of total assets at end of year2011-12-31$2,946,295
Value of total assets at beginning of year2011-12-31$2,529,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$33,247
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$410,991
Participant contributions at end of year2011-12-31$15,259
Participant contributions at beginning of year2011-12-31$12,048
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,601
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$26,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$55,991
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$472,540
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,946,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,473,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,891,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,494,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$152,558
Employer contributions (assets) at end of year2011-12-31$39,826
Employer contributions (assets) at beginning of year2011-12-31$23,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$89,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2011-12-31660703468
2010 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,991
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$485,242
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$133,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$365,611
Value of total assets at end of year2010-12-31$2,529,746
Value of total assets at beginning of year2010-12-31$2,122,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$36,694
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$222,255
Participant contributions at end of year2010-12-31$12,048
Participant contributions at beginning of year2010-12-31$11,317
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$55,991
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$351,390
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,473,755
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,122,365
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,494,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,079,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$36,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$82,937
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$108,269
Employer contributions (assets) at end of year2010-12-31$23,086
Employer contributions (assets) at beginning of year2010-12-31$31,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$132,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FPV & GALINDEZ, CPA'S PSC
Accountancy firm EIN2010-12-31660703468
2009 : MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN

2022: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MANATI MEDICAL CENTER DR. OTERO LOPEZ 1165E RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered1293
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $52,089
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,673
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987463-000
Policy instance 2
Insurance contract or identification number987463-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,520
Total amount of fees paid to insurance companyUSD $384
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,520
Insurance broker organization code?3
Amount paid for insurance broker fees384
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered1287
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $54,601
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,591
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number987463
Policy instance 1
Insurance contract or identification number987463
Number of Individuals Covered1802
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,160
Total amount of fees paid to insurance companyUSD $1,569
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION TRUST FUNDING
Commission paid to Insurance BrokerUSD $50,160
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameJOSE ALVAREZ ALGARIN

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