?>
Plan Name | CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CITY OF HOPE MEDICAL GROUP, INC. |
Employer identification number (EIN): | 953147370 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about CITY OF HOPE MEDICAL GROUP, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 2010-03-12 |
Company Identification Number: | C3281459 |
Legal Registered Office Address: |
818 West Seventh St Ste 930 Los Angeles United States of America (USA) 90017 |
More information about CITY OF HOPE MEDICAL GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2012-01-01 | LAWRENCE WEISS | |||
002 | 2011-01-01 | STEPHEN OZEN | |||
002 | 2010-01-01 | LAWRENCE WEISS | |||
002 | 2009-01-01 | PATRICIA A. GRAVES | TERRENCE PYLE | 2010-10-12 |
Measure | Date | Value |
---|---|---|
2012: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 271 |
Total of all active and inactive participants | 2011-01-01 | 271 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 272 |
Number of participants with account balances | 2011-01-01 | 272 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 483 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 314 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 125 |
Total of all active and inactive participants | 2010-01-01 | 439 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 439 |
Number of participants with account balances | 2010-01-01 | 437 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 27 |
2009: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 321 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 162 |
Total of all active and inactive participants | 2009-01-01 | 483 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 483 |
Number of participants with account balances | 2009-01-01 | 480 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 27 |
Measure | Date | Value |
---|---|---|
2012 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $7,351,818 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $84,835,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $84,742,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $0 |
Value of total assets at beginning of year | 2012-12-31 | $77,483,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $92,753 |
Total interest from all sources | 2012-12-31 | $10,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $203,892 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $203,892 |
Administrative expenses professional fees incurred | 2012-12-31 | $72,453 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at beginning of year | 2012-12-31 | $168,146 |
Administrative expenses (other) incurred | 2012-12-31 | $5,300 |
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 | $-77,483,692 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $77,483,692 |
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 |
Investment advisory and management fees | 2012-12-31 | $15,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $57,365,893 |
Interest on participant loans | 2012-12-31 | $2,998 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $19,949,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $19,949,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $7,136,934 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $84,742,757 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | Yes |
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 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2012-12-31 | 952036255 |
2011 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,896,546 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $75,793,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $75,632,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,361,294 |
Value of total assets at end of year | 2011-12-31 | $77,483,692 |
Value of total assets at beginning of year | 2011-12-31 | $151,380,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $160,902 |
Total interest from all sources | 2011-12-31 | $351,223 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $927,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $927,481 |
Administrative expenses professional fees incurred | 2011-12-31 | $77,377 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $211,575 |
Participant contributions at end of year | 2011-12-31 | $168,146 |
Participant contributions at beginning of year | 2011-12-31 | $659,599 |
Participant contributions at beginning of year | 2011-12-31 | $18,807 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $48,864 |
Administrative expenses (other) incurred | 2011-12-31 | $975 |
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 | $-73,896,827 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $77,483,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $151,380,519 |
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 |
Investment advisory and management fees | 2011-12-31 | $82,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $57,365,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $126,439,047 |
Interest on participant loans | 2011-12-31 | $19,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $19,949,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $23,789,401 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $23,789,401 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $331,599 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,743,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 | $3,149,719 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $424,801 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $75,632,471 |
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 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2011-12-31 | 952036255 |
2010 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $22,375,844 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,513,405 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,291,906 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $28,695 |
Value of total corrective distributions | 2010-12-31 | $1,145 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,214,940 |
Value of total assets at end of year | 2010-12-31 | $151,380,519 |
Value of total assets at beginning of year | 2010-12-31 | $132,518,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $191,659 |
Total interest from all sources | 2010-12-31 | $170,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,094,831 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,094,831 |
Administrative expenses professional fees incurred | 2010-12-31 | $20,140 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $547,034 |
Participant contributions at end of year | 2010-12-31 | $659,599 |
Participant contributions at beginning of year | 2010-12-31 | $473,973 |
Participant contributions at end of year | 2010-12-31 | $18,807 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $75,475 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $54,290 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $48,864 |
Other income not declared elsewhere | 2010-12-31 | $285,922 |
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 | $18,862,439 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $151,380,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $132,518,080 |
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 |
Investment advisory and management fees | 2010-12-31 | $149,063 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $126,439,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $129,040,827 |
Interest on participant loans | 2010-12-31 | $29,807 |
Interest earned on other investments | 2010-12-31 | $613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $23,789,401 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $139,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $11,610,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 | $7,613,616 |
Employer contributions (assets) at end of year | 2010-12-31 | $424,801 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,927,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,291,906 |
Contract administrator fees | 2010-12-31 | $22,456 |
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 | 2010-12-31 | Yes |
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 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 952036255 |
2009 : CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CITY OF HOPE MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |