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LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameLOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN
Plan identification number 005

LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

LOWELL GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:LOWELL GENERAL HOSPITAL
Employer identification number (EIN):042103590
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052015-01-01SUSAN GREEN SUSAN GREEN2016-01-14
0052014-01-01SUSAN GREEN
0052013-01-01SUSAN GREEN
0052012-01-01SUSAN GREEN
0052011-01-01SUSAN GREEN
0052009-01-01SUSAN GREEN

Plan Statistics for LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN

Measure Date Value
2015: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01321
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01300
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01321
Total participants2014-01-01321
Number of participants with account balances2014-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01272
Total number of active participants reported on line 7a of the Form 55002013-01-01290
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01300
Total participants2013-01-01300
Number of participants with account balances2013-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01272
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01218
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01234
Total participants2011-01-01234
Number of participants with account balances2011-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01176
Number of participants with account balances2009-01-01176

Financial Data on LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN

Measure Date Value
2015 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-03-31$11,508,812
Total income from all sources (including contributions)2015-03-31$568,460
Total of all expenses incurred2015-03-31$437,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$436,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$294,867
Value of total assets at end of year2015-03-31$0
Value of total assets at beginning of year2015-03-31$11,377,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,275
Total interest from all sources2015-03-31$10,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$292,443
Participant contributions at end of year2015-03-31$0
Participant contributions at beginning of year2015-03-31$182,369
Administrative expenses (other) incurred2015-03-31$1,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$130,852
Value of net assets at end of year (total assets less liabilities)2015-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$11,377,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$10,055,123
Interest on participant loans2015-03-31$2,284
Interest earned on other investments2015-03-31$8,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$14,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$14,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$1,126,158
Net investment gain/loss from pooled separate accounts2015-03-31$262,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$436,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31Yes
Did the plan have assets held for investment2015-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31SAMET & COMPANY PC
Accountancy firm EIN2015-03-31043027605
2014 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$24,966
Total income from all sources (including contributions)2014-12-31$2,160,204
Total of all expenses incurred2014-12-31$532,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$530,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,584,339
Value of total assets at end of year2014-12-31$11,377,960
Value of total assets at beginning of year2014-12-31$9,724,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,325
Total interest from all sources2014-12-31$41,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$1,171,449
Participant contributions at end of year2014-12-31$182,369
Participant contributions at beginning of year2014-12-31$193,848
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$323,580
Administrative expenses (other) incurred2014-12-31$1,325
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$1,628,128
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,377,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,724,866
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$10,055,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,560,852
Interest on participant loans2014-12-31$10,230
Interest earned on other investments2014-12-31$30,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,126,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$912,371
Net investment gain/loss from pooled separate accounts2014-12-31$534,533
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$89,310
Employer contributions (assets) at beginning of year2014-12-31$44,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$530,751
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SAMET & COMPANY PC
Accountancy firm EIN2014-12-31043027605
2013 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,162,352
Total of all expenses incurred2013-12-31$337,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$325,793
Expenses. Certain deemed distributions of participant loans2013-12-31$10,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,729,832
Value of total assets at end of year2013-12-31$9,724,866
Value of total assets at beginning of year2013-12-31$6,899,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,000
Total interest from all sources2013-12-31$31,812
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$1,175,095
Participant contributions at end of year2013-12-31$193,848
Participant contributions at beginning of year2013-12-31$92,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$384,413
Administrative expenses (other) incurred2013-12-31$1,000
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$2,824,881
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,724,866
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,899,985
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$8,560,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,062,691
Interest on participant loans2013-12-31$6,661
Interest earned on other investments2013-12-31$24,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$912,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$694,795
Net investment gain/loss from pooled separate accounts2013-12-31$1,400,708
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$170,324
Employer contributions (assets) at end of year2013-12-31$44,114
Employer contributions (assets) at beginning of year2013-12-31$34,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$325,793
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SAMET & COMPANY PC
Accountancy firm EIN2013-12-31043027605
2012 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,205,120
Total of all expenses incurred2012-12-31$456,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$452,798
Expenses. Certain deemed distributions of participant loans2012-12-31$3,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,550,647
Value of total assets at end of year2012-12-31$6,899,985
Value of total assets at beginning of year2012-12-31$5,151,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$600
Total interest from all sources2012-12-31$22,926
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$1,018,985
Participant contributions at end of year2012-12-31$92,887
Participant contributions at beginning of year2012-12-31$71,760
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$396,504
Administrative expenses (other) incurred2012-12-31$600
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$1,748,553
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,899,985
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,151,432
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$6,062,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,395,491
Interest on participant loans2012-12-31$3,457
Interest earned on other investments2012-12-31$19,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$12,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$12,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$694,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$641,300
Net investment gain/loss from pooled separate accounts2012-12-31$631,547
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$135,158
Employer contributions (assets) at end of year2012-12-31$34,487
Employer contributions (assets) at beginning of year2012-12-31$30,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$452,798
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SAMET & COMPANY PC
Accountancy firm EIN2012-12-31043027605
2011 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,127,302
Total of all expenses incurred2011-12-31$52,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,246,421
Value of total assets at end of year2011-12-31$5,151,432
Value of total assets at beginning of year2011-12-31$4,077,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$500
Total interest from all sources2011-12-31$18,644
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$873,979
Participant contributions at end of year2011-12-31$71,760
Participant contributions at beginning of year2011-12-31$49,975
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$248,323
Administrative expenses (other) incurred2011-12-31$500
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$1,074,412
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,151,432
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,077,020
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$4,395,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,576,181
Interest on participant loans2011-12-31$2,937
Interest earned on other investments2011-12-31$15,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$12,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$641,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$406,813
Net investment gain/loss from pooled separate accounts2011-12-31$-137,763
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$124,119
Employer contributions (assets) at end of year2011-12-31$30,289
Employer contributions (assets) at beginning of year2011-12-31$28,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,390
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMET & COMPANY PC
Accountancy firm EIN2011-12-31043027605
2010 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,663,409
Total of all expenses incurred2010-12-31$79,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,259,572
Value of total assets at end of year2010-12-31$4,077,020
Value of total assets at beginning of year2010-12-31$2,493,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$300
Total interest from all sources2010-12-31$12,223
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$732,521
Participant contributions at end of year2010-12-31$49,975
Participant contributions at beginning of year2010-12-31$24,916
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$422,513
Administrative expenses (other) incurred2010-12-31$300
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$1,583,981
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,077,020
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,493,039
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$3,576,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,260,932
Interest on participant loans2010-12-31$1,910
Interest earned on other investments2010-12-31$9,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$406,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$182,885
Net investment gain/loss from pooled separate accounts2010-12-31$391,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$104,538
Employer contributions (assets) at end of year2010-12-31$28,800
Employer contributions (assets) at beginning of year2010-12-31$22,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,128
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SAMET & COMPANY PC
Accountancy firm EIN2010-12-31043027605
2009 : LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN

2015: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $724
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $664
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $664
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered63
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered60
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013647-02
Policy instance 1
Insurance contract or identification number1013647-02
Number of Individuals Covered216
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $640
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $620
Insurance broker organization code?3
Insurance broker nameTIMOTHY DUNNEBACK

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