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MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 401k Plan overview

Plan NameMILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN
Plan identification number 001

MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MILFORD REGIONAL MEDICAL CENTER
Employer identification number (EIN):042103602
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA GREASON
0012016-01-01LINDA GREASON
0012015-01-01LINDA GREASON
0012014-01-01LINDA GREASON
0012013-01-01LINDA GREASON
0012012-01-01LINDA GREASON
0012011-01-01LINDA GREASON
0012010-01-01LINDA GREASON
0012009-01-01LINDA GREASON LINDA GREASON2010-10-06
0012009-01-01LINDA GREASON
0012009-01-01LINDA GREASON
0012009-01-01LINDA GREASON

Plan Statistics for MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN

401k plan membership statisitcs for MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN

Measure Date Value
2022: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,748
Total number of active participants reported on line 7a of the Form 55002022-01-012,385
Number of retired or separated participants receiving benefits2022-01-0169
Number of other retired or separated participants entitled to future benefits2022-01-01397
Total of all active and inactive participants2022-01-012,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-012,870
Number of participants with account balances2022-01-011,960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,708
Total number of active participants reported on line 7a of the Form 55002021-01-012,868
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-01388
Total of all active and inactive participants2021-01-013,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-013,341
Number of participants with account balances2021-01-011,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,780
Total number of active participants reported on line 7a of the Form 55002020-01-012,266
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-01389
Total of all active and inactive participants2020-01-012,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-012,708
Number of participants with account balances2020-01-011,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,696
Total number of active participants reported on line 7a of the Form 55002019-01-012,420
Number of retired or separated participants receiving benefits2019-01-0167
Number of other retired or separated participants entitled to future benefits2019-01-01277
Total of all active and inactive participants2019-01-012,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-012,780
Number of participants with account balances2019-01-011,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,667
Total number of active participants reported on line 7a of the Form 55002018-01-012,339
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-01279
Total of all active and inactive participants2018-01-012,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-012,696
Number of participants with account balances2018-01-011,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,619
Total number of active participants reported on line 7a of the Form 55002017-01-012,300
Number of retired or separated participants receiving benefits2017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-01292
Total of all active and inactive participants2017-01-012,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-012,667
Number of participants with account balances2017-01-011,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,625
Total number of active participants reported on line 7a of the Form 55002016-01-012,248
Number of retired or separated participants receiving benefits2016-01-0160
Number of other retired or separated participants entitled to future benefits2016-01-01302
Total of all active and inactive participants2016-01-012,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,619
Number of participants with account balances2016-01-011,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,509
Total number of active participants reported on line 7a of the Form 55002015-01-012,277
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-01271
Total of all active and inactive participants2015-01-012,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-012,624
Number of participants with account balances2015-01-011,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,404
Total number of active participants reported on line 7a of the Form 55002014-01-012,129
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-01310
Total of all active and inactive participants2014-01-012,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-012,509
Number of participants with account balances2014-01-011,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,307
Total number of active participants reported on line 7a of the Form 55002013-01-012,025
Number of retired or separated participants receiving benefits2013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-01316
Total of all active and inactive participants2013-01-012,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,404
Number of participants with account balances2013-01-011,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,537
Total number of active participants reported on line 7a of the Form 55002012-01-011,915
Number of retired or separated participants receiving benefits2012-01-0142
Number of other retired or separated participants entitled to future benefits2012-01-01346
Total of all active and inactive participants2012-01-012,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,307
Number of participants with account balances2012-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,544
Total number of active participants reported on line 7a of the Form 55002011-01-012,169
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-01330
Total of all active and inactive participants2011-01-012,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-012,537
Number of participants with account balances2011-01-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,550
Total number of active participants reported on line 7a of the Form 55002010-01-012,108
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-01399
Total of all active and inactive participants2010-01-012,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-012,544
Number of participants with account balances2010-01-011,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,571
Total number of active participants reported on line 7a of the Form 55002009-01-012,145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01395
Total of all active and inactive participants2009-01-012,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-012,550
Number of participants with account balances2009-01-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN

Measure Date Value
2022 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-15,859,598
Total of all expenses incurred2022-12-31$16,271,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,810,709
Expenses. Certain deemed distributions of participant loans2022-12-31$63,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,390,750
Value of total assets at end of year2022-12-31$203,831,408
Value of total assets at beginning of year2022-12-31$235,962,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$397,273
Total interest from all sources2022-12-31$985,525
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,075,872
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$3,075,872
Administrative expenses professional fees incurred2022-12-31$55,318
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$11,549,841
Participant contributions at end of year2022-12-31$1,016,593
Participant contributions at beginning of year2022-12-31$873,227
Participant contributions at end of year2022-12-31$174,933
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,913,261
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,826,201
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,090,979
Other income not declared elsewhere2022-12-31$-156,869
Administrative expenses (other) incurred2022-12-31$289,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,130,976
Value of net assets at end of year (total assets less liabilities)2022-12-31$203,831,408
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$235,962,384
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$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$166,000,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$200,464,217
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,797,161
Interest on participant loans2022-12-31$28,939
Interest earned on other investments2022-12-31$956,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$34,478,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$30,851,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,178,324
Net investment gain/loss from pooled separate accounts2022-12-31$23,448
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,749,930
Employer contributions (assets) at end of year2022-12-31$248,010
Employer contributions (assets) at beginning of year2022-12-31$149,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,810,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$42,902,754
Total of all expenses incurred2021-12-31$17,873,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,574,330
Expenses. Certain deemed distributions of participant loans2021-12-31$73,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,835,914
Value of total assets at end of year2021-12-31$235,962,384
Value of total assets at beginning of year2021-12-31$210,933,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,271
Total interest from all sources2021-12-31$820,605
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,591,665
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$3,591,665
Administrative expenses professional fees incurred2021-12-31$31,820
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$10,706,052
Participant contributions at end of year2021-12-31$873,227
Participant contributions at beginning of year2021-12-31$1,021,719
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$256,476
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,826,201
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,546,876
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$523,576
Other income not declared elsewhere2021-12-31$119,360
Administrative expenses (other) incurred2021-12-31$144,573
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$25,029,352
Value of net assets at end of year (total assets less liabilities)2021-12-31$235,962,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$210,933,032
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
Investment advisory and management fees2021-12-31$48,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$200,464,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$175,492,692
Value of interest in pooled separate accounts at end of year2021-12-31$1,797,161
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,029,254
Interest on participant loans2021-12-31$27,009
Interest earned on other investments2021-12-31$793,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$30,851,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,370,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,496,259
Net investment gain/loss from pooled separate accounts2021-12-31$38,951
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$2,606,286
Employer contributions (assets) at end of year2021-12-31$149,682
Employer contributions (assets) at beginning of year2021-12-31$215,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,574,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$38,284,003
Total of all expenses incurred2020-12-31$17,760,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,376,813
Expenses. Certain deemed distributions of participant loans2020-12-31$118,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,451,507
Value of total assets at end of year2020-12-31$210,933,032
Value of total assets at beginning of year2020-12-31$190,409,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$265,320
Total interest from all sources2020-12-31$786,256
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,574,972
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$2,574,972
Administrative expenses professional fees incurred2020-12-31$38,455
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$10,167,589
Participant contributions at end of year2020-12-31$1,021,719
Participant contributions at beginning of year2020-12-31$1,028,595
Participant contributions at end of year2020-12-31$256,476
Participant contributions at beginning of year2020-12-31$29,734
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,546,876
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,138,281
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$687,296
Other income not declared elsewhere2020-12-31$198,575
Administrative expenses (other) incurred2020-12-31$180,365
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$20,523,702
Value of net assets at end of year (total assets less liabilities)2020-12-31$210,933,032
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$190,409,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$175,492,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$157,811,475
Value of interest in pooled separate accounts at end of year2020-12-31$2,029,254
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,232,722
Interest on participant loans2020-12-31$29,211
Interest earned on other investments2020-12-31$757,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,370,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,061,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,229,348
Net investment gain/loss from pooled separate accounts2020-12-31$43,345
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$2,596,622
Employer contributions (assets) at end of year2020-12-31$215,443
Employer contributions (assets) at beginning of year2020-12-31$106,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,376,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$45,682,150
Total of all expenses incurred2019-12-31$15,120,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,655,295
Expenses. Certain deemed distributions of participant loans2019-12-31$189,066
Value of total corrective distributions2019-12-31$5,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,145,919
Value of total assets at end of year2019-12-31$190,409,330
Value of total assets at beginning of year2019-12-31$159,847,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$271,300
Total interest from all sources2019-12-31$811,672
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,799,509
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$2,799,509
Administrative expenses professional fees incurred2019-12-31$17,800
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$9,837,418
Participant contributions at end of year2019-12-31$1,028,595
Participant contributions at beginning of year2019-12-31$1,150,098
Participant contributions at end of year2019-12-31$29,734
Participant contributions at beginning of year2019-12-31$61,348
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,138,281
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$835,385
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$815,465
Other income not declared elsewhere2019-12-31$203,558
Administrative expenses (other) incurred2019-12-31$195,500
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$30,561,416
Value of net assets at end of year (total assets less liabilities)2019-12-31$190,409,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$159,847,914
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
Investment advisory and management fees2019-12-31$58,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$157,811,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$126,319,215
Value of interest in pooled separate accounts at end of year2019-12-31$2,232,722
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,494,579
Interest on participant loans2019-12-31$31,798
Interest earned on other investments2019-12-31$779,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,061,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$28,855,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,668,839
Net investment gain/loss from pooled separate accounts2019-12-31$52,653
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,493,036
Employer contributions (assets) at end of year2019-12-31$106,946
Employer contributions (assets) at beginning of year2019-12-31$132,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,655,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$6,327,050
Total of all expenses incurred2018-12-31$11,435,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,113,898
Expenses. Certain deemed distributions of participant loans2018-12-31$55,333
Value of total corrective distributions2018-12-31$637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,988,887
Value of total assets at end of year2018-12-31$159,847,914
Value of total assets at beginning of year2018-12-31$164,956,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$265,969
Total interest from all sources2018-12-31$884,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,675,807
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$2,675,807
Administrative expenses professional fees incurred2018-12-31$26,745
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$9,145,597
Participant contributions at end of year2018-12-31$1,150,098
Participant contributions at beginning of year2018-12-31$1,136,058
Participant contributions at end of year2018-12-31$61,348
Participant contributions at beginning of year2018-12-31$123,202
Assets. Other investments not covered elsewhere at end of year2018-12-31$835,385
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$869,152
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$439,962
Other income not declared elsewhere2018-12-31$-61,318
Administrative expenses (other) incurred2018-12-31$188,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,108,787
Value of net assets at end of year (total assets less liabilities)2018-12-31$159,847,914
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$164,956,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$126,319,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$131,336,838
Value of interest in pooled separate accounts at end of year2018-12-31$2,494,579
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,847,857
Interest on participant loans2018-12-31$24,214
Interest earned on other investments2018-12-31$860,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$28,855,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,430,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,215,577
Net investment gain/loss from pooled separate accounts2018-12-31$54,749
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,403,328
Employer contributions (assets) at end of year2018-12-31$132,169
Employer contributions (assets) at beginning of year2018-12-31$213,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,113,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$31,807,394
Total of all expenses incurred2017-12-31$8,231,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,911,255
Expenses. Certain deemed distributions of participant loans2017-12-31$85,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,634,405
Value of total assets at end of year2017-12-31$164,956,701
Value of total assets at beginning of year2017-12-31$141,380,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$235,116
Total interest from all sources2017-12-31$855,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,387,749
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$2,387,749
Administrative expenses professional fees incurred2017-12-31$28,555
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$8,761,023
Participant contributions at end of year2017-12-31$1,136,058
Participant contributions at beginning of year2017-12-31$1,226,412
Participant contributions at end of year2017-12-31$123,202
Participant contributions at beginning of year2017-12-31$118,424
Assets. Other investments not covered elsewhere at end of year2017-12-31$869,152
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,255,197
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$250,557
Other income not declared elsewhere2017-12-31$113,224
Administrative expenses (other) incurred2017-12-31$141,311
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$23,575,750
Value of net assets at end of year (total assets less liabilities)2017-12-31$164,956,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$141,380,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$65,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$131,336,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$107,114,029
Value of interest in pooled separate accounts at end of year2017-12-31$2,847,857
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,013,095
Interest on participant loans2017-12-31$18,095
Interest earned on other investments2017-12-31$837,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,430,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$28,653,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,755,696
Net investment gain/loss from pooled separate accounts2017-12-31$60,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,622,825
Employer contributions (assets) at end of year2017-12-31$213,397
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,911,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$22,155,869
Total of all expenses incurred2016-12-31$9,037,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,837,762
Expenses. Certain deemed distributions of participant loans2016-12-31$45,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,746,115
Value of total assets at end of year2016-12-31$141,380,951
Value of total assets at beginning of year2016-12-31$128,262,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$154,335
Total interest from all sources2016-12-31$815,824
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,800,237
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$1,800,237
Administrative expenses professional fees incurred2016-12-31$24,509
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$8,784,983
Participant contributions at end of year2016-12-31$1,226,412
Participant contributions at beginning of year2016-12-31$1,283,416
Participant contributions at end of year2016-12-31$118,424
Participant contributions at beginning of year2016-12-31$119,246
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,255,197
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,195,142
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,111,783
Other income not declared elsewhere2016-12-31$52,843
Administrative expenses (other) incurred2016-12-31$78,939
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$13,118,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$141,380,951
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$128,262,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$107,114,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,125,683
Value of interest in pooled separate accounts at end of year2016-12-31$3,013,095
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,220,616
Interest on participant loans2016-12-31$18,582
Interest earned on other investments2016-12-31$797,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$28,653,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$27,278,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,664,862
Net investment gain/loss from pooled separate accounts2016-12-31$75,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,849,349
Employer contributions (assets) at beginning of year2016-12-31$40,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,837,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$11,762,936
Total of all expenses incurred2015-12-31$8,625,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,439,704
Expenses. Certain deemed distributions of participant loans2015-12-31$90,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,680,925
Value of total assets at end of year2015-12-31$128,262,857
Value of total assets at beginning of year2015-12-31$125,125,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,773
Total interest from all sources2015-12-31$807,450
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,782,495
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$1,782,495
Administrative expenses professional fees incurred2015-12-31$13,910
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$8,341,875
Participant contributions at end of year2015-12-31$1,283,416
Participant contributions at beginning of year2015-12-31$1,205,590
Participant contributions at end of year2015-12-31$119,246
Participant contributions at beginning of year2015-12-31$102,359
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,195,142
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,059,048
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,102,848
Other income not declared elsewhere2015-12-31$-18,517
Administrative expenses (other) incurred2015-12-31$4,363
Total non interest bearing cash at beginning of year2015-12-31$150,453
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$3,137,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$128,262,857
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,125,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$76,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,125,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,300,949
Value of interest in pooled separate accounts at end of year2015-12-31$3,220,616
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,369,501
Interest on participant loans2015-12-31$18,286
Interest earned on other investments2015-12-31$789,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$27,278,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$25,894,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,572,986
Net investment gain/loss from pooled separate accounts2015-12-31$83,569
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$2,236,202
Employer contributions (assets) at end of year2015-12-31$40,177
Employer contributions (assets) at beginning of year2015-12-31$42,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,439,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$16,755,915
Total of all expenses incurred2014-12-31$5,843,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,666,335
Expenses. Certain deemed distributions of participant loans2014-12-31$47,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,975,223
Value of total assets at end of year2014-12-31$125,125,114
Value of total assets at beginning of year2014-12-31$114,212,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$129,400
Total interest from all sources2014-12-31$821,868
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,972,773
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$1,972,773
Administrative expenses professional fees incurred2014-12-31$13,910
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$7,574,074
Participant contributions at end of year2014-12-31$1,205,590
Participant contributions at beginning of year2014-12-31$1,231,963
Participant contributions at end of year2014-12-31$102,359
Participant contributions at beginning of year2014-12-31$18,044
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,059,048
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,047,205
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$277,484
Other income not declared elsewhere2014-12-31$56,010
Administrative expenses (other) incurred2014-12-31$7,490
Total non interest bearing cash at end of year2014-12-31$150,453
Total non interest bearing cash at beginning of year2014-12-31$103,160
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$10,912,181
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,125,114
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,212,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$108,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,300,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$83,900,310
Value of interest in pooled separate accounts at end of year2014-12-31$3,369,501
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,585,032
Interest on participant loans2014-12-31$13,497
Interest earned on other investments2014-12-31$808,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$25,894,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$24,310,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,835,493
Net investment gain/loss from pooled separate accounts2014-12-31$94,548
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$2,123,665
Employer contributions (assets) at end of year2014-12-31$42,543
Employer contributions (assets) at beginning of year2014-12-31$16,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,666,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$25,779,720
Total of all expenses incurred2013-12-31$6,801,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,500,530
Expenses. Certain deemed distributions of participant loans2013-12-31$147,607
Value of total corrective distributions2013-12-31$3,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,330,776
Value of total assets at end of year2013-12-31$114,212,933
Value of total assets at beginning of year2013-12-31$95,234,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$149,697
Total interest from all sources2013-12-31$838,218
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,269,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,269,379
Administrative expenses professional fees incurred2013-12-31$13,589
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$6,972,081
Participant contributions at end of year2013-12-31$1,231,963
Participant contributions at beginning of year2013-12-31$1,149,488
Participant contributions at end of year2013-12-31$18,044
Participant contributions at beginning of year2013-12-31$94,537
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,047,205
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$818,933
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$360,396
Other income not declared elsewhere2013-12-31$114,503
Administrative expenses (other) incurred2013-12-31$6,583
Total non interest bearing cash at end of year2013-12-31$103,160
Total non interest bearing cash at beginning of year2013-12-31$72,212
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$18,978,448
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,212,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,234,485
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
Investment advisory and management fees2013-12-31$129,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$83,900,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,721,318
Value of interest in pooled separate accounts at end of year2013-12-31$3,585,032
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,648,919
Interest on participant loans2013-12-31$37,022
Interest earned on other investments2013-12-31$801,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$24,310,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,694,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,121,175
Net investment gain/loss from pooled separate accounts2013-12-31$105,669
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$1,998,299
Employer contributions (assets) at end of year2013-12-31$16,778
Employer contributions (assets) at beginning of year2013-12-31$34,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,500,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$18,764,015
Total of all expenses incurred2012-12-31$8,472,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,245,415
Expenses. Certain deemed distributions of participant loans2012-12-31$83,678
Value of total corrective distributions2012-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,168,141
Value of total assets at end of year2012-12-31$95,234,485
Value of total assets at beginning of year2012-12-31$84,942,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$143,138
Total interest from all sources2012-12-31$826,401
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,596,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,596,771
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$6,829,948
Participant contributions at end of year2012-12-31$1,149,488
Participant contributions at beginning of year2012-12-31$962,189
Participant contributions at end of year2012-12-31$94,537
Participant contributions at beginning of year2012-12-31$93,613
Assets. Other investments not covered elsewhere at end of year2012-12-31$818,933
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$671,412
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$344,031
Other income not declared elsewhere2012-12-31$76,944
Administrative expenses (other) incurred2012-12-31$4,088
Total non interest bearing cash at end of year2012-12-31$72,212
Total non interest bearing cash at beginning of year2012-12-31$41,961
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$10,291,767
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,234,485
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,942,718
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
Investment advisory and management fees2012-12-31$139,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,721,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$57,019,324
Value of interest in pooled separate accounts at end of year2012-12-31$3,648,919
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,843,477
Interest on participant loans2012-12-31$43,454
Interest earned on other investments2012-12-31$782,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,694,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,276,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,984,900
Net investment gain/loss from pooled separate accounts2012-12-31$110,858
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$1,994,162
Employer contributions (assets) at end of year2012-12-31$34,428
Employer contributions (assets) at beginning of year2012-12-31$33,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,245,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$9,095,048
Total of all expenses incurred2011-12-31$5,082,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,938,113
Expenses. Certain deemed distributions of participant loans2011-12-31$85,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,643,625
Value of total assets at end of year2011-12-31$84,942,718
Value of total assets at beginning of year2011-12-31$80,929,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,630
Total interest from all sources2011-12-31$777,447
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,096,317
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$1,096,317
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$6,485,671
Participant contributions at end of year2011-12-31$962,189
Participant contributions at beginning of year2011-12-31$891,891
Participant contributions at end of year2011-12-31$93,613
Participant contributions at beginning of year2011-12-31$84,580
Assets. Other investments not covered elsewhere at end of year2011-12-31$671,412
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$541,055
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$303,374
Other income not declared elsewhere2011-12-31$-13,673
Administrative expenses (other) incurred2011-12-31$5,946
Total non interest bearing cash at end of year2011-12-31$41,961
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,012,753
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,942,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,929,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$52,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$57,019,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$55,127,334
Value of interest in pooled separate accounts at end of year2011-12-31$3,843,477
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,020,869
Interest on participant loans2011-12-31$41,584
Interest earned on other investments2011-12-31$735,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,276,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,216,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,523,648
Net investment gain/loss from pooled separate accounts2011-12-31$114,980
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$1,854,580
Employer contributions (assets) at end of year2011-12-31$33,776
Employer contributions (assets) at beginning of year2011-12-31$47,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,938,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$15,785,144
Total of all expenses incurred2010-12-31$3,544,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,434,230
Expenses. Certain deemed distributions of participant loans2010-12-31$107,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,505,890
Value of total assets at end of year2010-12-31$80,929,965
Value of total assets at beginning of year2010-12-31$68,689,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,699
Total interest from all sources2010-12-31$717,095
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,046,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,046,210
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$6,101,900
Participant contributions at end of year2010-12-31$891,891
Participant contributions at beginning of year2010-12-31$523,533
Participant contributions at end of year2010-12-31$84,580
Participant contributions at beginning of year2010-12-31$86,874
Assets. Other investments not covered elsewhere at end of year2010-12-31$541,055
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$421,686
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$657,857
Other income not declared elsewhere2010-12-31$52,489
Administrative expenses (other) incurred2010-12-31$2,699
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$12,240,952
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,929,965
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,689,013
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$55,127,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$44,663,937
Value of interest in pooled separate accounts at end of year2010-12-31$4,020,869
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,297,973
Interest on participant loans2010-12-31$37,927
Interest earned on other investments2010-12-31$679,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,216,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$18,651,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,338,459
Net investment gain/loss from pooled separate accounts2010-12-31$125,001
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$1,746,133
Employer contributions (assets) at end of year2010-12-31$47,609
Employer contributions (assets) at beginning of year2010-12-31$43,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,434,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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 MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN

2022: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP 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
2010: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA068856
Policy instance 3
Insurance contract or identification numberTA068856
Number of Individuals Covered1951
Insurance policy start date2022-08-25
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1951
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1901
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered11
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1884
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered11
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1850
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1836
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA068856
Policy instance 2
Insurance contract or identification numberTA068856
Number of Individuals Covered1809
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191159+031
Policy instance 1
Insurance contract or identification number191159+031
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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