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BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan NameBRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number 002

BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BRATTLEBORO MEMORIAL HOSPITAL
Employer identification number (EIN):030107300
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01NANCY GLASHEEN2023-08-23
0022021-01-01NANCY GLASHEEN2022-08-24
0022020-01-01WILLIAM NORWOOD2021-07-02
0022019-01-01WILLIAM NORWOOD2020-09-29
0022018-01-01WILLIAM NORWOOD2019-10-04
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ROBIN HEALD
0022013-01-01ROBIN HEALD
0022012-01-01ROBIN HEALD
0022011-01-01ROBIN HEALD
0022009-01-01ROBIN HEALD

Plan Statistics for BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2022: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01438
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01656
Number of participants with account balances2022-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01589
Total number of active participants reported on line 7a of the Form 55002021-01-01423
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-01148
Total of all active and inactive participants2021-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01611
Number of participants with account balances2021-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01559
Total number of active participants reported on line 7a of the Form 55002020-01-01421
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01160
Total of all active and inactive participants2020-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01583
Number of participants with account balances2020-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01542
Total number of active participants reported on line 7a of the Form 55002019-01-01422
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01553
Number of participants with account balances2019-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01551
Total number of active participants reported on line 7a of the Form 55002018-01-01426
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01542
Number of participants with account balances2018-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01537
Total number of active participants reported on line 7a of the Form 55002017-01-01425
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01543
Number of participants with account balances2017-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01426
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01534
Number of participants with account balances2016-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01530
Total number of active participants reported on line 7a of the Form 55002015-01-01409
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01547
Number of participants with account balances2015-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01511
Total number of active participants reported on line 7a of the Form 55002014-01-01412
Number of retired or separated participants receiving benefits2014-01-0132
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01528
Number of participants with account balances2014-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-0130
Number of other retired or separated participants entitled to future benefits2013-01-0162
Total of all active and inactive participants2013-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01508
Number of participants with account balances2013-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01494
Total number of active participants reported on line 7a of the Form 55002012-01-01409
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01490
Number of participants with account balances2012-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01480
Total number of active participants reported on line 7a of the Form 55002011-01-01413
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01490
Number of participants with account balances2011-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01409
Total number of active participants reported on line 7a of the Form 55002009-01-01372
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01427
Number of participants with account balances2009-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2022 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,369,201
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,146,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,079,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,606,305
Value of total assets at end of year2022-12-31$26,194,635
Value of total assets at beginning of year2022-12-31$30,709,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,400
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$66,400
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,348
Other income not declared elsewhere2022-12-31$16,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,515,260
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,194,635
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,709,895
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,604,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,190,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,991,918
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$1,589,957
Employer contributions (assets) at end of year2022-12-31$1,589,957
Employer contributions (assets) at beginning of year2022-12-31$1,519,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,079,659
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 name2022-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2022-12-31010523282
2021 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,952,196
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,903,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,826,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,526,107
Value of total assets at end of year2021-12-31$30,709,895
Value of total assets at beginning of year2021-12-31$28,660,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,120
Total interest from all sources2021-12-31$0
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
Administrative expenses professional fees incurred2021-12-31$77,120
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,519,635
Amount contributed by the employer to the plan for this plan year2021-12-31$1,519,635
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,472
Other income not declared elsewhere2021-12-31$26,175
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$2,048,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,709,895
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,660,985
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$29,190,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,265,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,399,914
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
Contributions received in cash from employer2021-12-31$1,519,635
Employer contributions (assets) at end of year2021-12-31$1,519,635
Employer contributions (assets) at beginning of year2021-12-31$1,395,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,826,166
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 name2021-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2021-12-31010523282
2020 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,775,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,734,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,668,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,395,128
Value of total assets at end of year2020-12-31$28,660,985
Value of total assets at beginning of year2020-12-31$25,619,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,586
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$65,586
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,395,128
Amount contributed by the employer to the plan for this plan year2020-12-31$1,395,128
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$23,562
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$3,041,062
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,660,985
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,619,923
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,265,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,225,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,356,939
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
Contributions received in cash from employer2020-12-31$1,395,128
Employer contributions (assets) at end of year2020-12-31$1,395,128
Employer contributions (assets) at beginning of year2020-12-31$1,394,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,668,981
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2020-12-31010523282
2019 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,347,101
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,750,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,693,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,394,746
Value of total assets at end of year2019-12-31$25,619,923
Value of total assets at beginning of year2019-12-31$22,023,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,802
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$56,802
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,394,746
Amount contributed by the employer to the plan for this plan year2019-12-31$1,394,746
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$19,463
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$3,596,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,619,923
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,023,036
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$24,225,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,643,480
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,932,892
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$1,394,746
Employer contributions (assets) at end of year2019-12-31$1,394,746
Employer contributions (assets) at beginning of year2019-12-31$1,379,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,693,412
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 name2019-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2019-12-31010523282
2018 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$561,453
Total loss/gain on sale of assets2018-12-31$364,948
Total of all expenses incurred2018-12-31$2,021,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,957,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,379,556
Value of total assets at end of year2018-12-31$22,023,036
Value of total assets at beginning of year2018-12-31$23,482,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,771
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$928,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$928,964
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,379,556
Amount contributed by the employer to the plan for this plan year2018-12-31$1,379,556
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,459,903
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,023,036
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,482,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$55,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,643,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,004,505
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$147,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,112,015
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$1,379,556
Employer contributions (assets) at end of year2018-12-31$1,379,556
Employer contributions (assets) at beginning of year2018-12-31$1,331,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,957,585
Contract administrator fees2018-12-31$8,434
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
Aggregate proceeds on sale of assets2018-12-31$24,451,562
Aggregate carrying amount (costs) on sale of assets2018-12-31$24,086,614
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 name2018-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2018-12-31010523282
2017 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$2,299,458
Total unrealized appreciation/depreciation of assets2017-12-31$2,299,458
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$0
Total income from all sources (including contributions)2017-12-31$4,337,613
Total loss/gain on sale of assets2017-12-31$102,667
Total of all expenses incurred2017-12-31$1,216,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,164,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,331,036
Value of total assets at end of year2017-12-31$23,482,939
Value of total assets at beginning of year2017-12-31$20,361,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,172
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$604,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$604,406
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,331,036
Amount contributed by the employer to the plan for this plan year2017-12-31$1,331,036
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$46
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$3,121,276
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,482,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,361,663
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$47,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,004,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,850,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$147,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$237,196
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$1,331,036
Employer contributions (assets) at end of year2017-12-31$1,331,036
Employer contributions (assets) at beginning of year2017-12-31$1,273,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,164,165
Contract administrator fees2017-12-31$4,892
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
Aggregate proceeds on sale of assets2017-12-31$2,089,299
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,986,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2017-12-31010523282
2016 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-560,088
Total unrealized appreciation/depreciation of assets2016-12-31$-560,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,690,369
Total loss/gain on sale of assets2016-12-31$1,344,868
Total of all expenses incurred2016-12-31$1,636,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,590,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,273,620
Value of total assets at end of year2016-12-31$20,361,663
Value of total assets at beginning of year2016-12-31$19,308,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,966
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$631,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$631,969
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,273,620
Amount contributed by the employer to the plan for this plan year2016-12-31$1,273,620
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$1,053,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,361,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,308,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$38,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,850,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,881,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$237,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$219,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,273,620
Employer contributions (assets) at end of year2016-12-31$1,273,620
Employer contributions (assets) at beginning of year2016-12-31$1,207,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,590,780
Contract administrator fees2016-12-31$7,662
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
Aggregate proceeds on sale of assets2016-12-31$20,210,802
Aggregate carrying amount (costs) on sale of assets2016-12-31$18,865,934
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2015 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-862,807
Total unrealized appreciation/depreciation of assets2015-12-31$-862,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,225,129
Total loss/gain on sale of assets2015-12-31$30,688
Total of all expenses incurred2015-12-31$1,033,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$991,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,207,379
Value of total assets at end of year2015-12-31$19,308,040
Value of total assets at beginning of year2015-12-31$19,116,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,990
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$849,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$849,866
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,207,379
Amount contributed by the employer to the plan for this plan year2015-12-31$1,207,379
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$3
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$191,514
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,308,040
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,116,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,881,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,663,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$219,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$213,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,207,379
Employer contributions (assets) at end of year2015-12-31$1,207,379
Employer contributions (assets) at beginning of year2015-12-31$1,239,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$991,625
Contract administrator fees2015-12-31$3,797
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
Aggregate proceeds on sale of assets2015-12-31$1,785,620
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,754,932
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 name2015-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2015-12-31010523282
2014 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$267,289
Total unrealized appreciation/depreciation of assets2014-12-31$267,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,262,567
Total loss/gain on sale of assets2014-12-31$71,911
Total of all expenses incurred2014-12-31$1,354,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,311,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,238,359
Value of total assets at end of year2014-12-31$19,116,526
Value of total assets at beginning of year2014-12-31$18,208,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,648
Total interest from all sources2014-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$684,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$684,970
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,238,359
Amount contributed by the employer to the plan for this plan year2014-12-31$1,238,359
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$10
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$907,909
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,116,526
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,208,617
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$39,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,663,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,058,193
Interest earned on other investments2014-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$213,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,386
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$1,238,359
Employer contributions (assets) at end of year2014-12-31$1,239,213
Employer contributions (assets) at beginning of year2014-12-31$1,133,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,311,010
Contract administrator fees2014-12-31$4,092
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
Aggregate proceeds on sale of assets2014-12-31$2,458,494
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,386,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2014-12-31010523282
2013 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,269,904
Total unrealized appreciation/depreciation of assets2013-12-31$-1,269,904
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$4,253,502
Total loss/gain on sale of assets2013-12-31$3,615,390
Total of all expenses incurred2013-12-31$1,530,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,436,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,133,038
Value of total assets at end of year2013-12-31$18,208,617
Value of total assets at beginning of year2013-12-31$15,485,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$93,782
Total interest from all sources2013-12-31$92,088
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$682,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$682,890
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,133,038
Amount contributed by the employer to the plan for this plan year2013-12-31$1,133,038
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$43,833
Administrative expenses (other) incurred2013-12-31$4,420
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$2,722,810
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,208,617
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,485,807
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$17,058,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,192,246
Interest earned on other investments2013-12-31$218
Income. Interest from corporate debt instruments2013-12-31$91,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$380,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$380,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,386
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 assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,133,038
Employer contributions (assets) at end of year2013-12-31$1,133,038
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,436,910
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,568,896
Contract administrator fees2013-12-31$89,362
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,300,282
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
Aggregate proceeds on sale of assets2013-12-31$39,844,654
Aggregate carrying amount (costs) on sale of assets2013-12-31$36,229,264
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 name2013-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2013-12-31010523282
2012 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$541,514
Total unrealized appreciation/depreciation of assets2012-12-31$541,514
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$2,726,159
Total loss/gain on sale of assets2012-12-31$703,184
Total of all expenses incurred2012-12-31$735,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$629,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,122,381
Value of total assets at end of year2012-12-31$15,485,807
Value of total assets at beginning of year2012-12-31$13,495,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$105,813
Total interest from all sources2012-12-31$123,696
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$235,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,122,381
Amount contributed by the employer to the plan for this plan year2012-12-31$1,122,381
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$43,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$40,585
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
Administrative expenses (other) incurred2012-12-31$6,587
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$1,990,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,485,807
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,495,071
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$1,192,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$567,113
Interest earned on other investments2012-12-31$66
Income. Interest from US Government securities2012-12-31$-1,452
Income. Interest from corporate debt instruments2012-12-31$124,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$380,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$64,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$64,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$209
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$150,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$70
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$1,122,381
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,109,523
Income. Dividends from common stock2012-12-31$235,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$629,610
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,568,896
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,821,012
Contract administrator fees2012-12-31$99,226
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,300,282
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,742,030
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$7,756,683
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,053,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2012-12-31010523282
2011 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-499,299
Total unrealized appreciation/depreciation of assets2011-12-31$-499,299
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$1,240
Total income from all sources (including contributions)2011-12-31$1,497,302
Total loss/gain on sale of assets2011-12-31$565,353
Total of all expenses incurred2011-12-31$707,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$614,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,110,763
Value of total assets at end of year2011-12-31$13,495,071
Value of total assets at beginning of year2011-12-31$12,706,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,047
Total interest from all sources2011-12-31$99,825
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,411
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,110,763
Amount contributed by the employer to the plan for this plan year2011-12-31$1,110,763
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$40,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$46,976
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$1,240
Administrative expenses (other) incurred2011-12-31$2,303
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$789,364
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,495,071
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,705,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$90,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$567,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$522,547
Interest earned on other investments2011-12-31$196
Income. Interest from US Government securities2011-12-31$1,916
Income. Interest from corporate debt instruments2011-12-31$97,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$64,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,559,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,559,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$473
Asset value of US Government securities at end of year2011-12-31$150,093
Asset value of US Government securities at beginning of year2011-12-31$300,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$23,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,110,763
Employer contributions (assets) at end of year2011-12-31$1,109,523
Income. Dividends from common stock2011-12-31$197,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$614,891
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,821,012
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,365,992
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,742,030
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,911,467
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,847,429
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,282,076
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 name2011-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2011-12-31010523282
2010 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$439,799
Total unrealized appreciation/depreciation of assets2010-12-31$439,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,240
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$2,267,340
Total loss/gain on sale of assets2010-12-31$473,686
Total of all expenses incurred2010-12-31$497,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$418,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,074,387
Value of total assets at end of year2010-12-31$12,706,947
Value of total assets at beginning of year2010-12-31$10,936,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,179
Total interest from all sources2010-12-31$128,076
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,410
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,074,387
Amount contributed by the employer to the plan for this plan year2010-12-31$1,074,387
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$46,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$33,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,240
Other income not declared elsewhere2010-12-31$1,638
Administrative expenses (other) incurred2010-12-31$1,068
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$1,769,486
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,705,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,936,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$78,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$522,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$676,557
Income. Interest from US Government securities2010-12-31$8,646
Income. Interest from corporate debt instruments2010-12-31$118,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,559,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,077,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,077,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$819
Asset value of US Government securities at end of year2010-12-31$300,825
Asset value of US Government securities at beginning of year2010-12-31$151,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,074,387
Income. Dividends from common stock2010-12-31$136,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$418,675
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,365,992
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,217,204
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,911,467
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,780,205
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,551,212
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,077,526
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 name2010-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2010-12-31010523282
2009 : BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$905,860
Amount contributed by the employer to the plan for this plan year2009-12-31$905,860

Form 5500 Responses for BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

2022: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T22
Policy instance 1
Insurance contract or identification number664T22
Number of Individuals Covered499
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T22
Policy instance 1
Insurance contract or identification number664T22
Number of Individuals Covered487
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808767
Policy instance 1
Insurance contract or identification number808767
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-13
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 Administration1
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T22
Policy instance 2
Insurance contract or identification number664T22
Number of Individuals Covered477
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808767
Policy instance 1
Insurance contract or identification number808767
Number of Individuals Covered525
Insurance policy start date2017-01-01
Insurance policy end date2017-12-13
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 Administration1
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

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