MARLBOROUGH HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARLBOROUGH HOSPITAL RETIREMENT PLAN
Measure | Date | Value |
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2019: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-09-30 | 30,567,989 |
Acturial value of plan assets | 2019-09-30 | 30,176,358 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 8,323,801 |
Number of terminated vested participants | 2019-09-30 | 198 |
Fundng target for terminated vested participants | 2019-09-30 | 7,668,442 |
Active participant vested funding target | 2019-09-30 | 11,696,971 |
Number of active participants | 2019-09-30 | 109 |
Total funding liabilities for active participants | 2019-09-30 | 11,737,781 |
Total participant count | 2019-09-30 | 429 |
Total funding target for all participants | 2019-09-30 | 27,730,024 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 538,110 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 538,110 |
Amount remaining of prefunding balance | 2019-09-30 | 0 |
Present value of excess contributions | 2019-09-30 | 552,754 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 585,366 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 573,195 |
Balance of prefunding at beginning of current year | 2019-09-30 | 0 |
Total employer contributions | 2019-09-30 | 3,150,000 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 2,943,893 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 466,074 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 0 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 2,943,893 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 429 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 95 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 186 |
Total of all active and inactive participants | 2018-10-01 | 387 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 21 |
Total participants | 2018-10-01 | 408 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
Market value of plan assets | 2018-09-30 | 29,417,914 |
Acturial value of plan assets | 2018-09-30 | 28,445,258 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 7,965,114 |
Number of terminated vested participants | 2018-09-30 | 199 |
Fundng target for terminated vested participants | 2018-09-30 | 6,863,665 |
Active participant vested funding target | 2018-09-30 | 10,596,987 |
Number of active participants | 2018-09-30 | 118 |
Total funding liabilities for active participants | 2018-09-30 | 10,631,733 |
Total participant count | 2018-09-30 | 438 |
Total funding target for all participants | 2018-09-30 | 25,460,512 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 484,784 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 484,784 |
Amount remaining of prefunding balance | 2018-09-30 | 0 |
Present value of excess contributions | 2018-09-30 | 663,230 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 703,753 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 538,110 |
Balance of prefunding at beginning of current year | 2018-09-30 | 0 |
Total employer contributions | 2018-09-30 | 600,000 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 552,754 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 459,531 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 0 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 552,754 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 438 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 109 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 195 |
Total of all active and inactive participants | 2017-10-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 19 |
Total participants | 2017-10-01 | 429 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
Market value of plan assets | 2017-09-30 | 27,853,199 |
Acturial value of plan assets | 2017-09-30 | 28,143,261 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 6,750,067 |
Number of terminated vested participants | 2017-09-30 | 205 |
Fundng target for terminated vested participants | 2017-09-30 | 6,796,485 |
Active participant vested funding target | 2017-09-30 | 10,422,971 |
Number of active participants | 2017-09-30 | 132 |
Total funding liabilities for active participants | 2017-09-30 | 10,469,410 |
Total participant count | 2017-09-30 | 453 |
Total funding target for all participants | 2017-09-30 | 24,015,962 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 443,698 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 443,698 |
Amount remaining of prefunding balance | 2017-09-30 | 0 |
Present value of excess contributions | 2017-09-30 | 1,112,131 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 1,182,306 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 484,784 |
Balance of prefunding at beginning of current year | 2017-09-30 | 0 |
Total employer contributions | 2017-09-30 | 700,000 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 663,230 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 498,109 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 0 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 663,230 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 453 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 118 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 106 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 196 |
Total of all active and inactive participants | 2016-10-01 | 420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 18 |
Total participants | 2016-10-01 | 438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 1 |
2015: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 462 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 132 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 205 |
Total of all active and inactive participants | 2015-10-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 18 |
Total participants | 2015-10-01 | 453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 1 |
2014: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 144 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 205 |
Total of all active and inactive participants | 2014-10-01 | 446 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 16 |
Total participants | 2014-10-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 2 |
2013: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 162 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 203 |
Total of all active and inactive participants | 2013-10-01 | 461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 14 |
Total participants | 2013-10-01 | 475 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 2 |
2012: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 502 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 189 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 194 |
Total of all active and inactive participants | 2012-10-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 14 |
Total participants | 2012-10-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 2 |
2011: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 518 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 202 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 87 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 198 |
Total of all active and inactive participants | 2011-10-01 | 487 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 14 |
Total participants | 2011-10-01 | 501 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 4 |
2009: MARLBOROUGH HOSPITAL RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 545 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 232 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 197 |
Total of all active and inactive participants | 2009-10-01 | 517 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 12 |
Total participants | 2009-10-01 | 529 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 2 |
Measure | Date | Value |
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2019 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $20,410 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $144,133 |
Total income from all sources (including contributions) | 2019-09-30 | $5,362,764 |
Total loss/gain on sale of assets | 2019-09-30 | $0 |
Total of all expenses incurred | 2019-09-30 | $2,962,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $2,685,592 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $3,150,000 |
Value of total assets at end of year | 2019-09-30 | $32,859,636 |
Value of total assets at beginning of year | 2019-09-30 | $30,582,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $276,435 |
Total interest from all sources | 2019-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
Administrative expenses professional fees incurred | 2019-09-30 | $111,119 |
Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
Value of fidelity bond cover | 2019-09-30 | $7,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $0 |
Administrative expenses (other) incurred | 2019-09-30 | $165,316 |
Liabilities. Value of operating payables at end of year | 2019-09-30 | $20,410 |
Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $144,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
Value of net income/loss | 2019-09-30 | $2,400,737 |
Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $32,839,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $30,438,489 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2019-09-30 | $29,709,636 |
Value of interest in master investment trust accounts at beginning of year | 2019-09-30 | $29,982,622 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
Contributions received in cash from employer | 2019-09-30 | $3,150,000 |
Employer contributions (assets) at end of year | 2019-09-30 | $3,150,000 |
Employer contributions (assets) at beginning of year | 2019-09-30 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $2,685,592 |
Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Disclaimer |
Accountancy firm name | 2019-09-30 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-09-30 | 221478099 |
2018 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $144,133 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $141,385 |
Total income from all sources (including contributions) | 2018-09-30 | $2,474,119 |
Total loss/gain on sale of assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $1,312,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $1,134,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $600,000 |
Value of total assets at end of year | 2018-09-30 | $30,582,622 |
Value of total assets at beginning of year | 2018-09-30 | $29,417,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $178,146 |
Total interest from all sources | 2018-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Administrative expenses professional fees incurred | 2018-09-30 | $78,224 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $7,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $0 |
Administrative expenses (other) incurred | 2018-09-30 | $99,922 |
Liabilities. Value of operating payables at end of year | 2018-09-30 | $144,133 |
Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $141,385 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $1,161,960 |
Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $30,438,489 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $29,276,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2018-09-30 | $29,982,622 |
Value of interest in master investment trust accounts at beginning of year | 2018-09-30 | $29,417,914 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $600,000 |
Employer contributions (assets) at end of year | 2018-09-30 | $600,000 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $1,134,013 |
Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Disclaimer |
Accountancy firm name | 2018-09-30 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-09-30 | 221478099 |
2017 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $141,385 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $132,096 |
Total income from all sources (including contributions) | 2017-09-30 | $3,594,459 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $2,086,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $1,911,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $700,000 |
Value of total assets at end of year | 2017-09-30 | $29,417,914 |
Value of total assets at beginning of year | 2017-09-30 | $27,900,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $174,698 |
Total interest from all sources | 2017-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Administrative expenses professional fees incurred | 2017-09-30 | $73,076 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-09-30 | $700,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $26,903 |
Administrative expenses (other) incurred | 2017-09-30 | $101,622 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $141,385 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $132,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $1,508,147 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $29,276,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $27,768,382 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2017-09-30 | $29,417,914 |
Value of interest in master investment trust accounts at beginning of year | 2017-09-30 | $26,973,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Employer contributions (assets) at end of year | 2017-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $1,911,614 |
Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | BDO USA, LLP |
Accountancy firm EIN | 2017-09-30 | 135381590 |
2016 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $132,096 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $128,027 |
Total income from all sources (including contributions) | 2016-09-30 | $3,505,908 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $1,755,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $1,608,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $1,200,000 |
Value of total assets at end of year | 2016-09-30 | $27,900,478 |
Value of total assets at beginning of year | 2016-09-30 | $26,145,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $146,584 |
Total interest from all sources | 2016-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Administrative expenses professional fees incurred | 2016-09-30 | $45,130 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $26,903 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $26,903 |
Administrative expenses (other) incurred | 2016-09-30 | $101,454 |
Liabilities. Value of operating payables at end of year | 2016-09-30 | $132,096 |
Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $128,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $1,750,748 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $27,768,382 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $26,017,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2016-09-30 | $26,973,575 |
Value of interest in master investment trust accounts at beginning of year | 2016-09-30 | $25,218,758 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $1,200,000 |
Employer contributions (assets) at end of year | 2016-09-30 | $900,000 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $1,608,576 |
Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Disclaimer |
Accountancy firm name | 2016-09-30 | BDO USA, LLP |
Accountancy firm EIN | 2016-09-30 | 135381590 |
2015 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $128,027 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $78,424 |
Total income from all sources (including contributions) | 2015-09-30 | $917,145 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $961,764 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $864,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,300,000 |
Value of total assets at end of year | 2015-09-30 | $26,145,661 |
Value of total assets at beginning of year | 2015-09-30 | $26,140,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $96,800 |
Total interest from all sources | 2015-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Administrative expenses professional fees incurred | 2015-09-30 | $33,331 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $26,903 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $0 |
Administrative expenses (other) incurred | 2015-09-30 | $63,469 |
Liabilities. Value of operating payables at end of year | 2015-09-30 | $128,027 |
Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $78,424 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-44,619 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $26,017,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $26,062,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2015-09-30 | $25,218,758 |
Value of interest in master investment trust accounts at beginning of year | 2015-09-30 | $25,340,677 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $1,300,000 |
Employer contributions (assets) at end of year | 2015-09-30 | $900,000 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $864,964 |
Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Disclaimer |
Accountancy firm name | 2015-09-30 | BDO USA, LLP |
Accountancy firm EIN | 2015-09-30 | 135381590 |
2014 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $78,424 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $0 |
Total income from all sources (including contributions) | 2014-09-30 | $3,440,667 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $2,412,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $2,295,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $1,164,200 |
Value of total assets at end of year | 2014-09-30 | $26,140,677 |
Value of total assets at beginning of year | 2014-09-30 | $25,034,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $117,378 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Administrative expenses professional fees incurred | 2014-09-30 | $81,005 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Administrative expenses (other) incurred | 2014-09-30 | $36,373 |
Liabilities. Value of operating payables at end of year | 2014-09-30 | $78,424 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $1,027,890 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $26,062,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $25,034,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2014-09-30 | $25,340,677 |
Value of interest in master investment trust accounts at beginning of year | 2014-09-30 | $24,198,563 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $1,164,200 |
Employer contributions (assets) at end of year | 2014-09-30 | $800,000 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $835,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $2,295,399 |
Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | FEELEY & DRISCOLL P.C. |
Accountancy firm EIN | 2014-09-30 | 042684828 |
2013 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2013 401k financial data |
---|
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 | $3,522,196 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $1,533,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $1,483,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $1,503,800 |
Value of total assets at end of year | 2013-09-30 | $25,034,363 |
Value of total assets at beginning of year | 2013-09-30 | $23,045,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $49,547 |
Total interest from all sources | 2013-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Administrative expenses professional fees incurred | 2013-09-30 | $26,067 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
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 | $1,988,873 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $25,034,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $23,045,490 |
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 |
Investment advisory and management fees | 2013-09-30 | $23,480 |
Value of interest in master investment trust accounts at end of year | 2013-09-30 | $24,198,563 |
Value of interest in master investment trust accounts at beginning of year | 2013-09-30 | $21,709,990 |
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 | $1,503,800 |
Employer contributions (assets) at end of year | 2013-09-30 | $835,800 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $1,335,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $1,483,776 |
Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | 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 : MARLBOROUGH HOSPITAL RETIREMENT 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 | $5,531,350 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $1,110,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $1,062,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $2,672,500 |
Value of total assets at end of year | 2012-09-30 | $23,045,490 |
Value of total assets at beginning of year | 2012-09-30 | $18,624,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $48,027 |
Total interest from all sources | 2012-09-30 | $0 |
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 |
Administrative expenses professional fees incurred | 2012-09-30 | $48,027 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
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 | $4,421,183 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $23,045,490 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $18,624,307 |
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 master investment trust accounts at end of year | 2012-09-30 | $21,709,990 |
Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $16,184,307 |
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 | $2,672,500 |
Employer contributions (assets) at end of year | 2012-09-30 | $1,335,500 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $2,440,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $1,062,140 |
Did the plan have assets held for investment | 2012-09-30 | 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 | 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 : MARLBOROUGH HOSPITAL RETIREMENT 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 | $3,696,216 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $1,062,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $978,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $3,689,000 |
Value of total assets at end of year | 2011-09-30 | $18,624,307 |
Value of total assets at beginning of year | 2011-09-30 | $15,990,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $83,088 |
Total interest from all sources | 2011-09-30 | $0 |
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 |
Administrative expenses professional fees incurred | 2011-09-30 | $49,802 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Administrative expenses (other) incurred | 2011-09-30 | $33,286 |
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 | $2,634,194 |
Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $18,624,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $15,990,113 |
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 master investment trust accounts at end of year | 2011-09-30 | $16,184,307 |
Value of interest in master investment trust accounts at beginning of year | 2011-09-30 | $15,837,113 |
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 | $3,689,000 |
Employer contributions (assets) at end of year | 2011-09-30 | $2,440,000 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $153,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $978,934 |
Did the plan have assets held for investment | 2011-09-30 | 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 | 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 |
2010 : MARLBOROUGH HOSPITAL RETIREMENT PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |