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 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 |
