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BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameBRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN
Plan identification number 003

BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01NANCY GLASHEEN2023-07-26
0032021-01-01NANCY GLASHEEN2022-08-24
0032020-01-01WILLIAM NORWOOD2021-07-05
0032019-01-01WILLIAM NORWOOD2020-07-14
0032018-01-01WILLIAM NORWOOD2019-10-04
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01ROBIN HEALD
0032013-01-01ROBIN HEALD
0032012-01-01ROBIN HEALD
0032011-01-01ROBIN HEALD
0032009-01-01ROBIN HEALD

Plan Statistics for BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN

401k plan membership statisitcs for BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN

Measure Date Value
2022: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01762
Total number of active participants reported on line 7a of the Form 55002022-01-01668
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01810
Number of participants with account balances2022-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01787
Total number of active participants reported on line 7a of the Form 55002021-01-01641
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01753
Number of participants with account balances2021-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01743
Total number of active participants reported on line 7a of the Form 55002020-01-01691
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0196
Total of all active and inactive participants2020-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01788
Number of participants with account balances2020-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01699
Total number of active participants reported on line 7a of the Form 55002019-01-01672
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01744
Number of participants with account balances2019-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01665
Total number of active participants reported on line 7a of the Form 55002018-01-01639
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01699
Number of participants with account balances2018-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01654
Total number of active participants reported on line 7a of the Form 55002017-01-01614
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01665
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01636
Total number of active participants reported on line 7a of the Form 55002016-01-01616
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01659
Number of participants with account balances2016-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01618
Total number of active participants reported on line 7a of the Form 55002015-01-01594
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01648
Number of participants with account balances2015-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01587
Total number of active participants reported on line 7a of the Form 55002014-01-01571
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01616
Number of participants with account balances2014-01-01320
2013: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01553
Total number of active participants reported on line 7a of the Form 55002013-01-01559
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01590
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01510
Total number of active participants reported on line 7a of the Form 55002012-01-01469
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01488
Number of participants with account balances2012-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01540
Total number of active participants reported on line 7a of the Form 55002011-01-01549
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01559
Number of participants with account balances2011-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01516
Total number of active participants reported on line 7a of the Form 55002009-01-01540
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01543
Number of participants with account balances2009-01-01181
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 403(B) PLAN

Measure Date Value
2022 : BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$160
Total income from all sources (including contributions)2022-12-31$-2,601,646
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,412,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,320,381
Expenses. Certain deemed distributions of participant loans2022-12-31$11,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,883,382
Value of total assets at end of year2022-12-31$27,905,872
Value of total assets at beginning of year2022-12-31$32,920,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,139
Total interest from all sources2022-12-31$5,742
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$909,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$909,357
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,395,000
Participant contributions at end of year2022-12-31$188,972
Participant contributions at beginning of year2022-12-31$90,135
Participant contributions at end of year2022-12-31$118
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$295,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$160
Other income not declared elsewhere2022-12-31$21,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,014,490
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,905,872
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,920,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$81,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,524,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,632,303
Interest on participant loans2022-12-31$5,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,421,197
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$192,615
Employer contributions (assets) at end of year2022-12-31$192,615
Employer contributions (assets) at beginning of year2022-12-31$198,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,320,381
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 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$160
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$7,098,747
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,805,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,731,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,957,312
Value of total assets at end of year2021-12-31$32,920,522
Value of total assets at beginning of year2021-12-31$28,627,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,699
Total interest from all sources2021-12-31$4,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,311,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,311,280
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,377,998
Participant contributions at end of year2021-12-31$90,135
Participant contributions at beginning of year2021-12-31$110,334
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$381,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$31,859
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$4,292,913
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,920,362
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,627,449
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$32,632,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,333,680
Interest on participant loans2021-12-31$4,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,794,171
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$198,084
Employer contributions (assets) at end of year2021-12-31$198,084
Employer contributions (assets) at beginning of year2021-12-31$183,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,731,135
Contract administrator fees2021-12-31$74,699
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 403(B) PLAN 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$6,236,569
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,040,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,948,314
Expenses. Certain deemed distributions of participant loans2020-12-31$26,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,610,022
Value of total assets at end of year2020-12-31$28,627,449
Value of total assets at beginning of year2020-12-31$24,431,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,270
Total interest from all sources2020-12-31$4,536
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$894,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$894,349
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,199,263
Participant contributions at end of year2020-12-31$110,334
Participant contributions at beginning of year2020-12-31$119,727
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$227,324
Other income not declared elsewhere2020-12-31$27,178
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$4,196,318
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,627,449
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,431,131
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$28,333,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,122,942
Interest on participant loans2020-12-31$4,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,700,484
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$183,435
Employer contributions (assets) at end of year2020-12-31$183,435
Employer contributions (assets) at beginning of year2020-12-31$188,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,948,314
Contract administrator fees2020-12-31$65,270
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 403(B) PLAN 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$6,715,338
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,627,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,560,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,407,399
Value of total assets at end of year2019-12-31$24,431,131
Value of total assets at beginning of year2019-12-31$20,342,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,047
Total interest from all sources2019-12-31$6,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$808,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$808,872
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,054,259
Participant contributions at end of year2019-12-31$119,727
Participant contributions at beginning of year2019-12-31$128,738
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$163,735
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$4,088,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,431,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,342,811
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$24,122,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,026,502
Interest on participant loans2019-12-31$6,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,492,922
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$189,405
Employer contributions (assets) at end of year2019-12-31$188,462
Employer contributions (assets) at beginning of year2019-12-31$187,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,560,971
Contract administrator fees2019-12-31$66,047
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 403(B) PLAN 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$177,313
Total income from all sources (including contributions)2018-12-31$1,459,623
Total loss/gain on sale of assets2018-12-31$463,271
Total of all expenses incurred2018-12-31$1,725,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,716,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,489,602
Value of total assets at end of year2018-12-31$20,342,811
Value of total assets at beginning of year2018-12-31$20,786,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,429
Total interest from all sources2018-12-31$6,841
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$829,355
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$829,355
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,883,769
Participant contributions at end of year2018-12-31$128,738
Participant contributions at beginning of year2018-12-31$89,289
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$64,900
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$418,262
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$177,313
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$177,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-266,152
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,342,811
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,608,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,026,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,469,691
Interest on participant loans2018-12-31$6,841
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$805,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,329,446
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$187,571
Employer contributions (assets) at end of year2018-12-31$187,571
Employer contributions (assets) at beginning of year2018-12-31$179,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,716,346
Contract administrator fees2018-12-31$9,429
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$23,114,323
Aggregate carrying amount (costs) on sale of assets2018-12-31$22,651,052
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 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,078,866
Total unrealized appreciation/depreciation of assets2017-12-31$2,078,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$177,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$163,142
Total income from all sources (including contributions)2017-12-31$5,012,083
Total loss/gain on sale of assets2017-12-31$142,618
Total of all expenses incurred2017-12-31$769,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$764,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,205,244
Value of total assets at end of year2017-12-31$20,786,276
Value of total assets at beginning of year2017-12-31$16,529,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,629
Total interest from all sources2017-12-31$3,263
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$581,153
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$581,153
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,711,220
Participant contributions at end of year2017-12-31$89,289
Participant contributions at beginning of year2017-12-31$69,841
Participant contributions at end of year2017-12-31$64,900
Participant contributions at beginning of year2017-12-31$57,031
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$314,188
Other income not declared elsewhere2017-12-31$939
Liabilities. Value of operating payables at end of year2017-12-31$177,313
Liabilities. Value of operating payables at beginning of year2017-12-31$163,142
Total non interest bearing cash at end of year2017-12-31$177,313
Total non interest bearing cash at beginning of year2017-12-31$163,142
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$4,242,581
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,608,963
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,366,382
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,469,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,313,120
Interest on participant loans2017-12-31$3,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$805,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$755,482
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$179,836
Employer contributions (assets) at end of year2017-12-31$179,786
Employer contributions (assets) at beginning of year2017-12-31$170,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$764,873
Contract administrator fees2017-12-31$4,629
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$1,572,565
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,429,947
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 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$366,093
Total unrealized appreciation/depreciation of assets2016-12-31$366,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$163,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,255
Total income from all sources (including contributions)2016-12-31$3,184,422
Total loss/gain on sale of assets2016-12-31$328,564
Total of all expenses incurred2016-12-31$956,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$951,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,008,713
Value of total assets at end of year2016-12-31$16,529,524
Value of total assets at beginning of year2016-12-31$14,142,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,626
Total interest from all sources2016-12-31$2,746
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$478,306
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$478,306
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,557,895
Participant contributions at end of year2016-12-31$69,841
Participant contributions at beginning of year2016-12-31$88,135
Participant contributions at end of year2016-12-31$57,031
Participant contributions at beginning of year2016-12-31$56,473
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$279,910
Liabilities. Value of operating payables at end of year2016-12-31$163,142
Liabilities. Value of operating payables at beginning of year2016-12-31$4,255
Total non interest bearing cash at end of year2016-12-31$163,142
Total non interest bearing cash at beginning of year2016-12-31$4,255
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$2,227,775
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,366,382
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,138,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,313,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,038,801
Interest on participant loans2016-12-31$2,634
Interest earned on other investments2016-12-31$112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$755,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$785,956
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$170,908
Employer contributions (assets) at end of year2016-12-31$170,908
Employer contributions (assets) at beginning of year2016-12-31$169,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$951,021
Contract administrator fees2016-12-31$5,626
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$6,495,574
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,167,010
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2015 : BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-598,092
Total unrealized appreciation/depreciation of assets2015-12-31$-598,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$393
Total income from all sources (including contributions)2015-12-31$2,600,901
Total loss/gain on sale of assets2015-12-31$138,246
Total of all expenses incurred2015-12-31$942,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$939,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,539,607
Value of total assets at end of year2015-12-31$14,142,862
Value of total assets at beginning of year2015-12-31$12,480,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,306
Total interest from all sources2015-12-31$4,055
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$516,668
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$516,668
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,583,827
Participant contributions at end of year2015-12-31$88,135
Participant contributions at beginning of year2015-12-31$108,533
Participant contributions at end of year2015-12-31$56,473
Participant contributions at beginning of year2015-12-31$51,114
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$786,538
Other income not declared elsewhere2015-12-31$417
Liabilities. Value of operating payables at end of year2015-12-31$4,255
Liabilities. Value of operating payables at beginning of year2015-12-31$393
Total non interest bearing cash at end of year2015-12-31$4,255
Total non interest bearing cash at beginning of year2015-12-31$393
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$1,658,455
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,138,607
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,480,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,038,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,373,115
Interest on participant loans2015-12-31$4,007
Interest earned on other investments2015-12-31$48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$785,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$771,263
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$169,242
Employer contributions (assets) at end of year2015-12-31$169,242
Employer contributions (assets) at beginning of year2015-12-31$176,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$939,140
Contract administrator fees2015-12-31$3,306
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$6,508,716
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,370,470
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 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$85,823
Total unrealized appreciation/depreciation of assets2014-12-31$85,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$192
Total income from all sources (including contributions)2014-12-31$3,207,385
Total loss/gain on sale of assets2014-12-31$173,301
Total of all expenses incurred2014-12-31$730,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$728,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,486,162
Value of total assets at end of year2014-12-31$12,480,545
Value of total assets at beginning of year2014-12-31$10,003,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,818
Total interest from all sources2014-12-31$3,828
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$458,271
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$458,271
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,575,436
Participant contributions at end of year2014-12-31$108,533
Participant contributions at beginning of year2014-12-31$85,381
Participant contributions at end of year2014-12-31$51,114
Participant contributions at beginning of year2014-12-31$103
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$734,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10
Liabilities. Value of operating payables at end of year2014-12-31$393
Liabilities. Value of operating payables at beginning of year2014-12-31$192
Total non interest bearing cash at end of year2014-12-31$393
Total non interest bearing cash at beginning of year2014-12-31$192
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$2,476,910
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,480,152
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,003,242
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,373,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,185,436
Interest on participant loans2014-12-31$3,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$771,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$576,549
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$176,127
Employer contributions (assets) at end of year2014-12-31$176,127
Employer contributions (assets) at beginning of year2014-12-31$155,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$728,657
Contract administrator fees2014-12-31$1,818
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$3,998,949
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,825,648
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 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,055,750
Total unrealized appreciation/depreciation of assets2013-12-31$1,055,750
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$313
Total income from all sources (including contributions)2013-12-31$3,245,698
Total loss/gain on sale of assets2013-12-31$199,673
Total of all expenses incurred2013-12-31$748,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$746,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,730,156
Value of total assets at end of year2013-12-31$10,003,434
Value of total assets at beginning of year2013-12-31$7,506,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,627
Total interest from all sources2013-12-31$2,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,360,756
Participant contributions at end of year2013-12-31$85,381
Participant contributions at beginning of year2013-12-31$21,117
Participant contributions at end of year2013-12-31$103
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$213,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$192
Liabilities. Value of operating payables at beginning of year2013-12-31$313
Total non interest bearing cash at end of year2013-12-31$192
Total non interest bearing cash at beginning of year2013-12-31$7,564
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$2,497,546
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,003,242
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,505,696
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$9,185,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,996,638
Interest on participant loans2013-12-31$2,376
Interest earned on other investments2013-12-31$10
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$450,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$450,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$576,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$257,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$155,763
Employer contributions (assets) at end of year2013-12-31$155,763
Employer contributions (assets) at beginning of year2013-12-31$30,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$746,525
Contract administrator fees2013-12-31$1,627
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$2,776,673
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,577,000
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 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$529,960
Total unrealized appreciation/depreciation of assets2012-12-31$529,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$146,803
Total income from all sources (including contributions)2012-12-31$2,475,765
Total loss/gain on sale of assets2012-12-31$56,722
Total of all expenses incurred2012-12-31$220,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$219,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,689,596
Value of total assets at end of year2012-12-31$7,506,009
Value of total assets at beginning of year2012-12-31$5,397,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$672
Total interest from all sources2012-12-31$1,519
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,282,255
Participant contributions at end of year2012-12-31$21,117
Participant contributions at beginning of year2012-12-31$30,252
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$258,810
Other income not declared elsewhere2012-12-31$435
Administrative expenses (other) incurred2012-12-31$44
Liabilities. Value of operating payables at end of year2012-12-31$313
Liabilities. Value of operating payables at beginning of year2012-12-31$146,803
Total non interest bearing cash at end of year2012-12-31$7,564
Total non interest bearing cash at beginning of year2012-12-31$95,198
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$2,255,137
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,505,696
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,250,559
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$6,996,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,784,875
Interest on participant loans2012-12-31$1,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$450,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$340,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$340,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$197,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$148,531
Employer contributions (assets) at end of year2012-12-31$30,292
Employer contributions (assets) at beginning of year2012-12-31$146,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$219,956
Contract administrator fees2012-12-31$628
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$992,707
Aggregate carrying amount (costs) on sale of assets2012-12-31$935,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2012-12-31010523282
2011 : BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-184,020
Total unrealized appreciation/depreciation of assets2011-12-31$-184,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$146,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$332
Total income from all sources (including contributions)2011-12-31$1,918,988
Total loss/gain on sale of assets2011-12-31$66,476
Total of all expenses incurred2011-12-31$169,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$169,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,948,257
Value of total assets at end of year2011-12-31$5,397,362
Value of total assets at beginning of year2011-12-31$3,501,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$338
Total interest from all sources2011-12-31$1,062
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,213
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,235,129
Participant contributions at end of year2011-12-31$30,252
Participant contributions at beginning of year2011-12-31$4,887
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$566,883
Liabilities. Value of operating payables at end of year2011-12-31$146,803
Liabilities. Value of operating payables at beginning of year2011-12-31$332
Total non interest bearing cash at end of year2011-12-31$95,198
Total non interest bearing cash at beginning of year2011-12-31$332
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$1,749,248
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,250,559
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,501,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,784,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,101,979
Interest on participant loans2011-12-31$813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$340,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$264,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$264,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$146,245
Employer contributions (assets) at end of year2011-12-31$146,245
Employer contributions (assets) at beginning of year2011-12-31$129,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$169,402
Contract administrator fees2011-12-31$338
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$1,383,408
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,316,932
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 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$224,273
Total unrealized appreciation/depreciation of assets2010-12-31$224,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$183
Total income from all sources (including contributions)2010-12-31$1,596,205
Total loss/gain on sale of assets2010-12-31$2,402
Total of all expenses incurred2010-12-31$39,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,280,367
Value of total assets at end of year2010-12-31$3,501,643
Value of total assets at beginning of year2010-12-31$1,945,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$264
Total interest from all sources2010-12-31$354
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,036,861
Participant contributions at end of year2010-12-31$4,887
Participant contributions at beginning of year2010-12-31$2,829
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$114,059
Liabilities. Value of operating payables at end of year2010-12-31$332
Liabilities. Value of operating payables at beginning of year2010-12-31$183
Total non interest bearing cash at end of year2010-12-31$332
Total non interest bearing cash at beginning of year2010-12-31$183
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$1,556,282
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,501,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,945,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,101,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,663,211
Interest on participant loans2010-12-31$86
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$264,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$173,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$173,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$88,809
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$129,447
Employer contributions (assets) at end of year2010-12-31$129,447
Employer contributions (assets) at beginning of year2010-12-31$105,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,659
Contract administrator fees2010-12-31$264
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$162,321
Aggregate carrying amount (costs) on sale of assets2010-12-31$159,919
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

Form 5500 Responses for BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN

2022: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 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 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807040
Policy instance 1
Insurance contract or identification number807040
Number of Individuals Covered0
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 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 number664T21
Policy instance 2
Insurance contract or identification number664T21
Number of Individuals Covered375
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 number807040
Policy instance 1
Insurance contract or identification number807040
Number of Individuals Covered665
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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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