NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN
| Measure | Date | Value |
|---|
| 2013 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets from this plan | 2013-12-31 | $109,230,066 |
| 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 | $7,642,021 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,390,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,389,619 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,198,335 |
| Value of total assets at end of year | 2013-12-31 | $0 |
| Value of total assets at beginning of year | 2013-12-31 | $102,978,147 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $483 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,175,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,175,536 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $7,785,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $58,263 |
| Other income not declared elsewhere | 2013-12-31 | $297,409 |
| Administrative expenses (other) incurred | 2013-12-31 | $483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $6,251,919 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $102,978,147 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $93,459,801 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $25,791 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,571,409 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,970,324 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $417 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,140,072 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $135,479 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,389,619 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | FEELEY & DRISCOLL, P.C. |
| Accountancy firm EIN | 2013-12-31 | 042684828 |
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total income from all sources (including contributions) | 2013-09-30 | $18,727,486 |
| Total loss/gain on sale of assets | 2013-09-30 | $0 |
| Total of all expenses incurred | 2013-09-30 | $4,772,179 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $4,771,695 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $8,305,509 |
| Value of total assets at end of year | 2013-09-30 | $102,978,147 |
| Value of total assets at beginning of year | 2013-09-30 | $89,022,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $484 |
| Total interest from all sources | 2013-09-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $1,996,654 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $1,996,654 |
| Administrative expenses professional fees incurred | 2013-09-30 | $484 |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-09-30 | $7,785,667 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-09-30 | $197,077 |
| Other income not declared elsewhere | 2013-09-30 | $559,641 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $13,955,307 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $102,978,147 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $89,022,840 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $93,459,801 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $87,641,200 |
| Value of interest in pooled separate accounts at end of year | 2013-09-30 | $25,791 |
| Value of interest in pooled separate accounts at beginning of year | 2013-09-30 | $14,067 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-09-30 | $1,571,409 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-09-30 | $1,178,455 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $7,863,496 |
| Net investment gain/loss from pooled separate accounts | 2013-09-30 | $2,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Contributions received in cash from employer | 2013-09-30 | $8,108,432 |
| Employer contributions (assets) at end of year | 2013-09-30 | $135,479 |
| Employer contributions (assets) at beginning of year | 2013-09-30 | $189,118 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $4,771,695 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-09-30 | No |
| Did the plan have assets held for investment | 2013-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
| Accountancy firm name | 2013-09-30 | FEELEY & DRISCOLL, P.C. |
| Accountancy firm EIN | 2013-09-30 | 042684828 |
| 2012 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total income from all sources (including contributions) | 2012-09-30 | $20,802,438 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $2,750,328 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $2,750,328 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $8,132,003 |
| Value of total assets at end of year | 2012-09-30 | $89,022,840 |
| Value of total assets at beginning of year | 2012-09-30 | $70,970,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $0 |
| Total interest from all sources | 2012-09-30 | $2,033,931 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $113,334 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $18,052,110 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $89,022,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $70,970,730 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $87,641,200 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $69,794,335 |
| Value of interest in pooled separate accounts at end of year | 2012-09-30 | $14,067 |
| Value of interest in pooled separate accounts at beginning of year | 2012-09-30 | $10,689 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $2,033,931 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-09-30 | $1,178,455 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-09-30 | $1,034,061 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $10,636,504 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $8,018,669 |
| Employer contributions (assets) at end of year | 2012-09-30 | $189,118 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $131,645 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $2,750,328 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | No |
| Did the plan have assets held for investment | 2012-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
| Accountancy firm name | 2012-09-30 | FEELEY & DRISCOLL , P.C. |
| Accountancy firm EIN | 2012-09-30 | 042684828 |
| 2011 : NEWTON WELLESLEY HOSPITAL PARTNERSHIP 401A PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
| Total income from all sources (including contributions) | 2011-09-30 | $7,683,837 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $3,708,778 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $3,708,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $7,581,665 |
| Value of total assets at end of year | 2011-09-30 | $70,970,730 |
| Value of total assets at beginning of year | 2011-09-30 | $66,995,671 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $0 |
| Total interest from all sources | 2011-09-30 | $1,608,655 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $60,448 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $3,975,059 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $70,970,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $66,995,671 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $69,794,335 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $65,909,464 |
| Value of interest in pooled separate accounts at end of year | 2011-09-30 | $10,689 |
| Value of interest in pooled separate accounts at beginning of year | 2011-09-30 | $7,063 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $1,608,655 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-09-30 | $1,034,061 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-09-30 | $955,446 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $-1,506,483 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $7,521,217 |
| Employer contributions (assets) at end of year | 2011-09-30 | $131,645 |
| Employer contributions (assets) at beginning of year | 2011-09-30 | $123,698 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $3,708,778 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-09-30 | No |
| Did the plan have assets held for investment | 2011-09-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
| Accountancy firm name | 2011-09-30 | FEELEY & DRISCOLL, P.C. |
| Accountancy firm EIN | 2011-09-30 | 042684828 |
