401k Plan data: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN plan

NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 401k Plan overview

Plan Name	NEWTON-WELLESLEY HOSPITAL 403(B) PLAN
Plan identification number	004

NEWTON-WELLESLEY HOSPITAL 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC has sponsored the creation of one or more 401k plans.

Company Name: NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC

Employer identification number (EIN): 042103611

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON-WELLESLEY HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2013-01-01 PAUL CHANEY JASON FAN 2014-07-18
004 2012-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2013-07-26
004 2011-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2012-07-31
004 2009-01-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2013-01-01	PAUL CHANEY	JASON FAN	2014-07-18
004	2012-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2013-07-26
004	2011-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2012-07-31
004	2009-01-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2010-07-30

Plan Statistics for NEWTON-WELLESLEY HOSPITAL 403(B) PLAN

401k plan membership statisitcs for NEWTON-WELLESLEY HOSPITAL 403(B) PLAN

Measure Date Value
2013: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5,902
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,783
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,668
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 217
Total of all active and inactive participants 2012-01-01 5,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 5,902
Number of participants with account balances 2012-01-01 3,188
2011: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,929
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,709
Number of retired or separated participants receiving benefits 2011-01-01 16
Number of other retired or separated participants entitled to future benefits 2011-01-01 87
Total of all active and inactive participants 2011-01-01 2,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 2,814
Number of participants with account balances 2011-01-01 2,783
2009: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,500
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,727
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 2,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,740
Number of participants with account balances 2009-01-01 2,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5,902
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,783
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,668
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	217
Total of all active and inactive participants	2012-01-01	5,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	5,902
Number of participants with account balances	2012-01-01	3,188
2011: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,929
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,709
Number of retired or separated participants receiving benefits	2011-01-01	16
Number of other retired or separated participants entitled to future benefits	2011-01-01	87
Total of all active and inactive participants	2011-01-01	2,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	2,814
Number of participants with account balances	2011-01-01	2,783
2009: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,500
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,727
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	2,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,740
Number of participants with account balances	2009-01-01	2,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NEWTON-WELLESLEY HOSPITAL 403(B) PLAN

Measure	Date	Value
2013 : NEWTON-WELLESLEY HOSPITAL 403(B) 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	$172,241,932
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	$38,897,604
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,935,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,928,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$15,764,922
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$143,279,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,455
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,673,255
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	$3,673,255
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
Contributions received from participants	2013-12-31	$14,913,514
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$1,920,618
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
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	$49,773
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$851,408
Other income not declared elsewhere	2013-12-31	$1,737,547
Administrative expenses (other) incurred	2013-12-31	$7,455
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	$28,962,041
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	$143,279,891
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	$136,983,388
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	$4,326,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$17,717,188
Net investment gain/loss from pooled separate accounts	2013-12-31	$4,692
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,928,108
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
2012 : NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$29,677,519
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,534,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,526,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$15,265,913
Value of total assets at end of year	2012-12-31	$143,279,891
Value of total assets at beginning of year	2012-12-31	$119,136,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,064
Total interest from all sources	2012-12-31	$3,298,251
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$13,484,825
Participant contributions at end of year	2012-12-31	$1,920,618
Participant contributions at beginning of year	2012-12-31	$1,651,120
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$228,461
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$49,773
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$16,803
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,781,088
Administrative expenses (other) incurred	2012-12-31	$8,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$24,142,952
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$143,279,891
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$119,136,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$136,983,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$113,305,805
Interest earned on other investments	2012-12-31	$3,298,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,326,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,934,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$11,113,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,526,503
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2012-12-31	042684828
2011 : NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$13,813,947
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,220,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,214,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$13,594,425
Value of total assets at end of year	2011-12-31	$119,136,939
Value of total assets at beginning of year	2011-12-31	$110,543,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,358
Total interest from all sources	2011-12-31	$3,069,092
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$13,525,556
Participant contributions at end of year	2011-12-31	$1,651,120
Participant contributions at beginning of year	2011-12-31	$1,292,624
Participant contributions at end of year	2011-12-31	$228,461
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$16,803
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$13,385
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$68,869
Administrative expenses (other) incurred	2011-12-31	$6,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$8,592,999
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$119,136,939
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$110,543,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$113,305,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$105,843,944
Interest earned on other investments	2011-12-31	$3,069,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,934,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,393,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,849,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,214,590
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY & DRISCOLL, PC.C
Accountancy firm EIN	2011-12-31	042684828
2010 : NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$24,583,982
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,777,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,774,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$12,505,495
Value of total assets at end of year	2010-12-31	$110,543,940
Value of total assets at beginning of year	2010-12-31	$90,737,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,840
Total interest from all sources	2010-12-31	$2,401,584
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$12,205,598
Participant contributions at end of year	2010-12-31	$1,292,624
Participant contributions at beginning of year	2010-12-31	$1,261,570
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$189,414
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$13,385
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$299,897
Administrative expenses (other) incurred	2010-12-31	$3,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$19,806,035
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$110,543,940
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$90,737,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$105,843,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$86,253,543
Interest earned on other investments	2010-12-31	$2,401,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,393,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,033,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$9,676,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,774,107
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FEELEY & DRISCOLL, P.C
Accountancy firm EIN	2010-12-31	042684828

Form 5500 Responses for NEWTON-WELLESLEY HOSPITAL 403(B) PLAN

2013: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NEWTON-WELLESLEY HOSPITAL 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NEWTON WELLESLEY HOSPITAL C/O PARTNERS HEALTHCARE SYSTEM, INC
Employer identification number (EIN):	042103611
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations