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MILTON HOSPITAL PENSION PLAN 401k Plan overview

Plan NameMILTON HOSPITAL PENSION PLAN
Plan identification number 001

MILTON HOSPITAL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BETH ISRAEL DEACONESS HOSPITAL-MILTON has sponsored the creation of one or more 401k plans.

Company Name:BETH ISRAEL DEACONESS HOSPITAL-MILTON
Employer identification number (EIN):042103604
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILTON HOSPITAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2018-10-11
0012016-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2017-10-16
0012015-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2016-10-13
0012014-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2015-10-13
0012013-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2014-10-06
0012012-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2013-10-11
0012011-01-01KATHLEEN HARRINGTON JOSEPH MORRISSEY2012-10-12
0012009-01-01KATHLEEN HARRINGTON JOSEPH MORRISSEY2010-10-14
0012009-01-01KATHLEEN HARRINGTON KATHLEEN HARRINGTON2010-10-13

Plan Statistics for MILTON HOSPITAL PENSION PLAN

401k plan membership statisitcs for MILTON HOSPITAL PENSION PLAN

Measure Date Value
2019: MILTON HOSPITAL PENSION PLAN 2019 401k membership
Market value of plan assets2019-11-3033,790,400
Acturial value of plan assets2019-11-3035,312,416
Funding target for retired participants and beneficiaries receiving payment2019-11-3019,099,153
Number of terminated vested participants2019-11-30295
Fundng target for terminated vested participants2019-11-3010,498,408
Active participant vested funding target2019-11-308,787,858
Number of active participants2019-11-30152
Total funding liabilities for active participants2019-11-308,787,858
Total participant count2019-11-30771
Total funding target for all participants2019-11-3038,385,419
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-303,087,913
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-30949,959
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-302,137,954
Present value of excess contributions2019-11-301,307,196
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-301,285,024
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-301,285,024
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-303,327,411
Total employer contributions2019-11-30540,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30516,840
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-30600,000
Net shortfall amortization installment of oustanding balance2019-11-306,400,414
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-301,994,751
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-301,477,911
Additional cash requirement2019-11-30516,840
Contributions allocatedtoward minimum required contributions for current year2019-11-30516,840
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
Total participants, beginning-of-year2019-01-01771
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILTON HOSPITAL PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3135,309,046
Acturial value of plan assets2018-12-3133,424,105
Funding target for retired participants and beneficiaries receiving payment2018-12-3116,583,377
Number of terminated vested participants2018-12-31307
Fundng target for terminated vested participants2018-12-3110,305,293
Active participant vested funding target2018-12-319,238,639
Number of active participants2018-12-31167
Total funding liabilities for active participants2018-12-319,238,639
Total participant count2018-12-31781
Total funding target for all participants2018-12-3136,127,309
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,682,846
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31857,654
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31825,192
Present value of excess contributions2018-12-311,946,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,138,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,138,942
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,087,913
Total employer contributions2018-12-311,933,232
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,806,723
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31600,000
Net shortfall amortization installment of oustanding balance2018-12-315,791,117
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,449,486
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31949,959
Additional cash requirement2018-12-31499,527
Contributions allocatedtoward minimum required contributions for current year2018-12-311,806,723
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01781
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-01305
Number of other retired or separated participants entitled to future benefits2018-01-01292
Total of all active and inactive participants2018-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0122
Total participants2018-01-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILTON HOSPITAL PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3131,905,423
Acturial value of plan assets2017-12-3132,369,151
Funding target for retired participants and beneficiaries receiving payment2017-12-3115,403,039
Number of terminated vested participants2017-12-31426
Fundng target for terminated vested participants2017-12-3110,061,655
Active participant vested funding target2017-12-319,964,572
Number of active participants2017-12-31182
Total funding liabilities for active participants2017-12-319,977,052
Total participant count2017-12-31900
Total funding target for all participants2017-12-3135,441,746
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31248,756
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31248,756
Present value of excess contributions2017-12-311,332,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,413,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,413,170
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,682,846
Total employer contributions2017-12-312,550,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,398,551
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31690,000
Net shortfall amortization installment of oustanding balance2017-12-314,755,441
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,310,025
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31857,654
Additional cash requirement2017-12-31452,371
Contributions allocatedtoward minimum required contributions for current year2017-12-312,398,551
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01900
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-01286
Number of other retired or separated participants entitled to future benefits2017-01-01304
Total of all active and inactive participants2017-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILTON HOSPITAL PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3128,834,024
Acturial value of plan assets2016-12-3130,644,818
Funding target for retired participants and beneficiaries receiving payment2016-12-3114,119,602
Number of terminated vested participants2016-12-31455
Fundng target for terminated vested participants2016-12-3110,628,463
Active participant vested funding target2016-12-319,544,929
Number of active participants2016-12-31183
Total funding liabilities for active participants2016-12-319,558,149
Total participant count2016-12-31915
Total funding target for all participants2016-12-3134,306,214
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31234,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31248,756
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31248,756
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31248,756
Total employer contributions2016-12-312,875,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,723,294
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31605,000
Net shortfall amortization installment of oustanding balance2016-12-313,910,152
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,391,246
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,391,246
Contributions allocatedtoward minimum required contributions for current year2016-12-312,723,294
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01915
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-01272
Number of other retired or separated participants entitled to future benefits2016-01-01422
Total of all active and inactive participants2016-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILTON HOSPITAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01924
Total number of active participants reported on line 7a of the Form 55002015-01-01183
Number of retired or separated participants receiving benefits2015-01-01255
Number of other retired or separated participants entitled to future benefits2015-01-01450
Total of all active and inactive participants2015-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILTON HOSPITAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01932
Total number of active participants reported on line 7a of the Form 55002014-01-01204
Number of retired or separated participants receiving benefits2014-01-01239
Number of other retired or separated participants entitled to future benefits2014-01-01455
Total of all active and inactive participants2014-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-01924
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILTON HOSPITAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01940
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-01225
Number of other retired or separated participants entitled to future benefits2013-01-01475
Total of all active and inactive participants2013-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0121
Total participants2013-01-01932
2012: MILTON HOSPITAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01943
Total number of active participants reported on line 7a of the Form 55002012-01-01215
Number of retired or separated participants receiving benefits2012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-01483
Total of all active and inactive participants2012-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01940
2011: MILTON HOSPITAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01943
Total number of active participants reported on line 7a of the Form 55002011-01-01231
Number of retired or separated participants receiving benefits2011-01-01207
Number of other retired or separated participants entitled to future benefits2011-01-01486
Total of all active and inactive participants2011-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-01943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MILTON HOSPITAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01953
Total number of active participants reported on line 7a of the Form 55002009-01-01322
Number of retired or separated participants receiving benefits2009-01-01154
Number of other retired or separated participants entitled to future benefits2009-01-01471
Total of all active and inactive participants2009-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0122
Total participants2009-01-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILTON HOSPITAL PENSION PLAN

Measure Date Value
2019 : MILTON HOSPITAL PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-11-30$5,537,520
Total unrealized appreciation/depreciation of assets2019-11-30$5,537,520
Total transfer of assets from this plan2019-11-30$38,900,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$0
Total income from all sources (including contributions)2019-11-30$6,997,898
Total loss/gain on sale of assets2019-11-30$0
Total of all expenses incurred2019-11-30$1,913,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$1,789,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$540,000
Value of total assets at end of year2019-11-30$0
Value of total assets at beginning of year2019-11-30$33,816,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$123,982
Total interest from all sources2019-11-30$920,378
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Administrative expenses professional fees incurred2019-11-30$81,222
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$500,000
If this is an individual account plan, was there a blackout period2019-11-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-11-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-11-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$5,083,938
Value of net assets at end of year (total assets less liabilities)2019-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$33,816,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Investment advisory and management fees2019-11-30$42,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$32,227,722
Interest earned on other investments2019-11-30$920,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$58,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$58,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$540,000
Employer contributions (assets) at end of year2019-11-30$0
Employer contributions (assets) at beginning of year2019-11-30$1,530,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$1,789,978
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30Yes
Opinion of an independent qualified public accountant for this plan2019-11-30Disclaimer
Accountancy firm name2019-11-30BDO USA, LLP
Accountancy firm EIN2019-11-30135381590
2018 : MILTON HOSPITAL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,935,107
Total unrealized appreciation/depreciation of assets2018-12-31$-2,935,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$417,405
Total loss/gain on sale of assets2018-12-31$27,388
Total of all expenses incurred2018-12-31$1,934,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,775,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,933,232
Value of total assets at end of year2018-12-31$33,816,679
Value of total assets at beginning of year2018-12-31$35,333,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$158,205
Total interest from all sources2018-12-31$1,391,892
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$131,025
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,551
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,516,616
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,816,679
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,333,295
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$27,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$32,227,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,724,993
Interest earned on other investments2018-12-31$1,391,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$58,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$382,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$382,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,933,232
Employer contributions (assets) at end of year2018-12-31$1,530,000
Employer contributions (assets) at beginning of year2018-12-31$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,775,816
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$27,388
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : MILTON HOSPITAL PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,042,734
Total unrealized appreciation/depreciation of assets2017-12-31$2,042,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,033,938
Total loss/gain on sale of assets2017-12-31$1,319,628
Total of all expenses incurred2017-12-31$3,628,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,959,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,550,000
Value of total assets at end of year2017-12-31$35,333,295
Value of total assets at beginning of year2017-12-31$31,927,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$668,685
Total interest from all sources2017-12-31$1,121,576
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$197,311
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$22
Administrative expenses (other) incurred2017-12-31$431,374
Total non interest bearing cash at beginning of year2017-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,405,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,333,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,927,975
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
Assets. partnership/joint venture interests at beginning of year2017-12-31$5,035,267
Investment advisory and management fees2017-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,724,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,374,229
Interest earned on other investments2017-12-31$1,121,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$382,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$293,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$293,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$2,550,000
Employer contributions (assets) at end of year2017-12-31$1,215,000
Employer contributions (assets) at beginning of year2017-12-31$1,215,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,959,933
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,319,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : MILTON HOSPITAL PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-4,079,825
Total unrealized appreciation/depreciation of assets2016-12-31$-4,079,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,236,527
Total loss/gain on sale of assets2016-12-31$6,162,602
Total of all expenses incurred2016-12-31$2,152,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,560,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,875,000
Value of total assets at end of year2016-12-31$31,927,975
Value of total assets at beginning of year2016-12-31$28,843,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$591,744
Total interest from all sources2016-12-31$278,750
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$115,814
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22
Administrative expenses (other) incurred2016-12-31$450,930
Total non interest bearing cash at end of year2016-12-31$10,000
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$3,084,393
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,927,975
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,843,582
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
Assets. partnership/joint venture interests at end of year2016-12-31$5,035,267
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,233,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,374,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,321,278
Interest earned on other investments2016-12-31$278,750
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$18,656,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$293,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$57,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$57,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$2,875,000
Employer contributions (assets) at end of year2016-12-31$1,215,000
Employer contributions (assets) at beginning of year2016-12-31$575,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,560,390
Contract administrator fees2016-12-31$25,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$29,165,552
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,002,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : MILTON HOSPITAL PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-612,544
Total unrealized appreciation/depreciation of assets2015-12-31$-612,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,198,928
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,966,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,440,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,608,218
Value of total assets at end of year2015-12-31$28,843,582
Value of total assets at beginning of year2015-12-31$29,611,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$526,356
Total interest from all sources2015-12-31$203,254
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$124,640
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
Administrative expenses (other) incurred2015-12-31$378,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-767,877
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,843,582
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,611,459
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
Assets. partnership/joint venture interests at end of year2015-12-31$3,233,841
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,632,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,321,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,731,064
Interest earned on other investments2015-12-31$203,254
Value of interest in common/collective trusts at end of year2015-12-31$18,656,430
Value of interest in common/collective trusts at beginning of year2015-12-31$18,316,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$57,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$429,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$429,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,608,218
Employer contributions (assets) at end of year2015-12-31$575,000
Employer contributions (assets) at beginning of year2015-12-31$502,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,440,449
Contract administrator fees2015-12-31$23,000
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : MILTON HOSPITAL PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$968,425
Total unrealized appreciation/depreciation of assets2014-12-31$968,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,769,568
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,689,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,333,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,487,619
Value of total assets at end of year2014-12-31$29,611,459
Value of total assets at beginning of year2014-12-31$28,531,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$356,293
Total interest from all sources2014-12-31$313,524
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$146,491
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
Administrative expenses (other) incurred2014-12-31$186,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,079,628
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,611,459
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,531,831
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
Assets. partnership/joint venture interests at end of year2014-12-31$3,632,522
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,704,340
Investment advisory and management fees2014-12-31$23,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,731,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,671,473
Interest earned on other investments2014-12-31$313,524
Value of interest in common/collective trusts at end of year2014-12-31$18,316,150
Value of interest in common/collective trusts at beginning of year2014-12-31$15,311,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$429,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$145,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$145,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,487,619
Employer contributions (assets) at end of year2014-12-31$502,605
Employer contributions (assets) at beginning of year2014-12-31$699,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,333,647
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 name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : MILTON HOSPITAL PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,838,871
Total unrealized appreciation/depreciation of assets2013-12-31$2,838,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,516,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,494,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,239,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,396,404
Value of total assets at end of year2013-12-31$28,531,831
Value of total assets at beginning of year2013-12-31$25,509,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$254,911
Total interest from all sources2013-12-31$281,646
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,080
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
Administrative expenses (other) incurred2013-12-31$204,393
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$3,022,401
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,531,831
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,509,430
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
Assets. partnership/joint venture interests at end of year2013-12-31$4,704,340
Assets. partnership/joint venture interests at beginning of year2013-12-31$3,898,062
Investment advisory and management fees2013-12-31$29,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,671,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,111,773
Interest earned on other investments2013-12-31$281,646
Value of interest in common/collective trusts at end of year2013-12-31$15,311,677
Value of interest in common/collective trusts at beginning of year2013-12-31$13,582,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$145,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$649,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$649,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,396,404
Employer contributions (assets) at end of year2013-12-31$699,030
Employer contributions (assets) at beginning of year2013-12-31$267,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,239,609
Contract administrator fees2013-12-31$15,364
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 name2013-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2013-12-31042684828
2012 : MILTON HOSPITAL PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,422,284
Total unrealized appreciation/depreciation of assets2012-12-31$2,422,284
Total income from all sources (including contributions)2012-12-31$3,692,927
Total of all expenses incurred2012-12-31$1,362,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,170,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$973,143
Value of total assets at end of year2012-12-31$25,509,430
Value of total assets at beginning of year2012-12-31$23,178,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$191,859
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$297,500
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$297,500
Administrative expenses professional fees incurred2012-12-31$34,274
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
Administrative expenses (other) incurred2012-12-31$112,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,330,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,509,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,178,731
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
Assets. partnership/joint venture interests at end of year2012-12-31$3,898,062
Assets. partnership/joint venture interests at beginning of year2012-12-31$3,445,438
Investment advisory and management fees2012-12-31$31,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,111,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,134,850
Value of interest in common/collective trusts at end of year2012-12-31$13,582,084
Value of interest in common/collective trusts at beginning of year2012-12-31$12,316,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$649,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$603,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$603,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$973,143
Employer contributions (assets) at end of year2012-12-31$267,897
Employer contributions (assets) at beginning of year2012-12-31$678,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,170,369
Contract administrator fees2012-12-31$13,923
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 name2012-12-31FEELEY & DRSICOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : MILTON HOSPITAL PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$118,196
Total unrealized appreciation/depreciation of assets2011-12-31$118,196
Total income from all sources (including contributions)2011-12-31$1,907,598
Total of all expenses incurred2011-12-31$1,157,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$988,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,494,824
Value of total assets at end of year2011-12-31$23,178,731
Value of total assets at beginning of year2011-12-31$22,429,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$169,840
Total interest from all sources2011-12-31$228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$294,350
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$294,350
Administrative expenses professional fees incurred2011-12-31$31,801
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
Administrative expenses (other) incurred2011-12-31$85,700
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$749,603
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,178,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,429,128
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
Assets. partnership/joint venture interests at end of year2011-12-31$3,445,438
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,380,228
Investment advisory and management fees2011-12-31$40,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,134,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,977,684
Value of interest in common/collective trusts at end of year2011-12-31$12,316,629
Value of interest in common/collective trusts at beginning of year2011-12-31$11,160,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$603,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$250,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$250,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,494,824
Employer contributions (assets) at end of year2011-12-31$678,070
Employer contributions (assets) at beginning of year2011-12-31$660,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$988,155
Contract administrator fees2011-12-31$12,126
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 name2011-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-12-31042684828
2010 : MILTON HOSPITAL PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,313,154
Total unrealized appreciation/depreciation of assets2010-12-31$2,313,154
Total income from all sources (including contributions)2010-12-31$3,683,355
Total of all expenses incurred2010-12-31$1,141,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$935,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,167,395
Value of total assets at end of year2010-12-31$22,429,128
Value of total assets at beginning of year2010-12-31$19,887,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$205,719
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$202,806
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$202,806
Administrative expenses professional fees incurred2010-12-31$52,000
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
Administrative expenses (other) incurred2010-12-31$87,478
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$2,542,119
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,429,128
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,887,009
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
Assets. partnership/joint venture interests at end of year2010-12-31$3,380,228
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,297,582
Investment advisory and management fees2010-12-31$48,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,977,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,859,073
Value of interest in common/collective trusts at end of year2010-12-31$11,160,351
Value of interest in common/collective trusts at beginning of year2010-12-31$12,291,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$250,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$242,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$242,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,167,395
Employer contributions (assets) at end of year2010-12-31$660,575
Employer contributions (assets) at beginning of year2010-12-31$195,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$935,517
Contract administrator fees2010-12-31$18,193
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 name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828
2009 : MILTON HOSPITAL PENSION 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 MILTON HOSPITAL PENSION PLAN

2019: MILTON HOSPITAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MILTON HOSPITAL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MILTON HOSPITAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MILTON HOSPITAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MILTON HOSPITAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MILTON HOSPITAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MILTON HOSPITAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MILTON HOSPITAL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MILTON HOSPITAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MILTON HOSPITAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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