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MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 401k Plan overview

Plan NameMEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION
Plan identification number 517

MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

THE MCLEAN HOSPITAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE MCLEAN HOSPITAL CORPORATION
Employer identification number (EIN):042697981
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5172022-01-01BETH ROHLFING2023-07-21
5172021-01-01BETH ROHLFING2022-07-14
5172020-01-01CHRISTINE ZOTTOLI2021-07-13
5172019-01-01CHRISTINE ZOTTOLI2020-07-28
5172018-01-01CHRISTINE ZOTTOLI2019-10-08
5172017-01-01CHRISTINE ZOTTOLI2018-07-26
5172016-01-01DONNA CLANCY
5172015-01-01PAUL CHANEY
5172014-01-01PAUL CHANEY DONNA CLANCY2015-07-29
5172013-01-01PAUL CHANEY AMY VACCHINA2014-07-23
5172012-01-01PAUL CHANEY AMY VACCHINA2013-07-29
5172011-01-01PAUL CHANEY AMY VACCHINA2012-11-01
5172009-01-01PAUL CHANEY AMY VACCHINA2010-07-23

Plan Statistics for MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION

401k plan membership statisitcs for MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION

Measure Date Value
2016: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-01-01106
Total number of active participants reported on line 7a of the Form 55002016-01-0192
Total of all active and inactive participants2016-01-0192
2015: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01106
Total of all active and inactive participants2015-01-01106
2014: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-01115
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01104
Total of all active and inactive participants2014-01-01104
2013: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01115
2012: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01130
2011: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01140
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01140
2009: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01157
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01157

Financial Data on MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION

Measure Date Value
2016 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$52,511
Total unrealized appreciation/depreciation of assets2016-12-31$52,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,762
Total income from all sources (including contributions)2016-12-31$52,845
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$269,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$266,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,666,839
Value of total assets at beginning of year2016-12-31$1,887,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,582
Total interest from all sources2016-12-31$334
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-216,912
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,652,198
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,869,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,666,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,887,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$266,175
Contract administrator fees2016-12-31$3,582
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-108,850
Total unrealized appreciation/depreciation of assets2015-12-31$-108,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,937
Total income from all sources (including contributions)2015-12-31$-108,147
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$261,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$257,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$1,887,872
Value of total assets at beginning of year2015-12-31$2,260,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,676
Total interest from all sources2015-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-370,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,869,110
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,239,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,887,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,260,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$257,254
Contract administrator fees2015-12-31$4,676
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$164,746
Total unrealized appreciation/depreciation of assets2014-12-31$164,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,998
Total income from all sources (including contributions)2014-12-31$166,248
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,113,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,072,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$2,260,124
Value of total assets at beginning of year2014-12-31$3,204,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,197
Total interest from all sources2014-12-31$1,502
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-947,283
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,239,187
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,186,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,260,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,204,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,072,334
Contract administrator fees2014-12-31$41,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2014-12-31042684828
2013 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$522,073
Total unrealized appreciation/depreciation of assets2013-12-31$522,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,555
Total income from all sources (including contributions)2013-12-31$524,055
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,290,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,211,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$3,204,468
Value of total assets at beginning of year2013-12-31$3,982,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,333
Total interest from all sources2013-12-31$1,982
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$17,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$29,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-766,648
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,186,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,953,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,204,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,982,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,211,370
Contract administrator fees2013-12-31$79,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2013-12-31042684828
2012 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$482,997
Total unrealized appreciation/depreciation of assets2012-12-31$482,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,555
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$863,365
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$402,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$376,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$376,000
Value of total assets at end of year2012-12-31$3,982,673
Value of total assets at beginning of year2012-12-31$3,492,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,900
Total interest from all sources2012-12-31$4,368
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$29,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$460,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,953,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,492,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,982,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,492,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$376,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$376,000
Contract administrator fees2012-12-31$26,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2012-12-31042684828
2011 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-42,175
Total unrealized appreciation/depreciation of assets2011-12-31$-42,175
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$435,578
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$416,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$403,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$403,000
Value of total assets at end of year2011-12-31$3,492,653
Value of total assets at beginning of year2011-12-31$3,474,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,944
Total interest from all sources2011-12-31$74,753
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$18,634
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,492,653
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,474,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,492,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,474,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$74,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$403,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$403,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FEELEY & DRISCOLL PC
Accountancy firm EIN2011-12-31042684828
2010 : MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$237,995
Total unrealized appreciation/depreciation of assets2010-12-31$237,995
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$740,928
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$428,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$412,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$412,000
Value of total assets at end of year2010-12-31$3,474,019
Value of total assets at beginning of year2010-12-31$3,161,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,415
Total interest from all sources2010-12-31$90,933
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$312,513
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,474,019
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,161,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,474,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,161,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$90,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$412,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$412,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FEELEY & DRISCOLL P.C.
Accountancy firm EIN2010-12-31042684828

Form 5500 Responses for MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION

2016: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: MEDICAL BENEFITS PLAN FOR RETIREES OF THE MCLEAN HOSPITAL CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number94092
Policy instance 1
Insurance contract or identification number94092
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $33,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number94092
Policy instance 1
Insurance contract or identification number94092
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $36,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number94092
Policy instance 1
Insurance contract or identification number94092
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number94092
Policy instance 1
Insurance contract or identification number94092
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $36,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARVARD PILGRIM HEALTH CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96911 )
Policy contract number94092
Policy instance 1
Insurance contract or identification number94092
Number of Individuals Covered15
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $43,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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