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STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 401k Plan overview

Plan NameSTURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN
Plan identification number 001

STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

STURDY MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:STURDY MEMORIAL HOSPITAL
Employer identification number (EIN):042768252
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH CASEY
0012016-01-01JOSEPH CASEY
0012015-01-01JOSEPH CASEY
0012014-01-01JOSEPH CASEY
0012013-01-01JOSEPH F.X CASEY JOSEPH F. X. CASEY2014-07-23
0012012-01-01JOSEPH F.X CASEY JOSEPH F. X. CASEY2013-07-11
0012011-01-01JOSEPH F.X CASEY JOSEPH F. X. CASEY2012-10-15
0012009-01-01JOSEPH F.X CASEY JOSEPH F. X. CASEY2010-10-14

Plan Statistics for STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN

401k plan membership statisitcs for STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN

Measure Date Value
2022: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31437,257,610
Acturial value of plan assets2022-12-31424,260,982
Funding target for retired participants and beneficiaries receiving payment2022-12-31101,595,986
Number of terminated vested participants2022-12-31465
Fundng target for terminated vested participants2022-12-3130,831,246
Active participant vested funding target2022-12-3181,335,875
Number of active participants2022-12-311,387
Total funding liabilities for active participants2022-12-3185,507,104
Total participant count2022-12-312,694
Total funding target for all participants2022-12-31217,934,336
Balance at beginning of prior year after applicable adjustments2022-12-3173,018,380
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3173,018,380
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3114,396,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3115,215,310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3182,058,055
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-317,192,100
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,689
Total number of active participants reported on line 7a of the Form 55002022-01-011,401
Number of retired or separated participants receiving benefits2022-01-01809
Number of other retired or separated participants entitled to future benefits2022-01-01490
Total of all active and inactive participants2022-01-012,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0162
Total participants2022-01-012,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0195
2021: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31384,428,551
Acturial value of plan assets2021-12-31368,103,752
Funding target for retired participants and beneficiaries receiving payment2021-12-3190,860,793
Number of terminated vested participants2021-12-31405
Fundng target for terminated vested participants2021-12-3121,342,339
Active participant vested funding target2021-12-3185,713,796
Number of active participants2021-12-311,498
Total funding liabilities for active participants2021-12-3188,921,116
Total participant count2021-12-312,703
Total funding target for all participants2021-12-31201,124,248
Balance at beginning of prior year after applicable adjustments2021-12-3163,115,550
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3163,115,550
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-314,808,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,073,812
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3173,018,380
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3115,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3114,396,168
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,775,593
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,775,593
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-317,775,593
Contributions allocatedtoward minimum required contributions for current year2021-12-3114,396,168
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,684
Total number of active participants reported on line 7a of the Form 55002021-01-011,376
Number of retired or separated participants receiving benefits2021-01-01780
Number of other retired or separated participants entitled to future benefits2021-01-01463
Total of all active and inactive participants2021-01-012,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-012,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01130
2020: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31336,013,562
Acturial value of plan assets2020-12-31317,703,237
Funding target for retired participants and beneficiaries receiving payment2020-12-3184,801,460
Number of terminated vested participants2020-12-31403
Fundng target for terminated vested participants2020-12-3121,957,576
Active participant vested funding target2020-12-3184,293,961
Number of active participants2020-12-311,439
Total funding liabilities for active participants2020-12-3187,836,561
Total participant count2020-12-312,602
Total funding target for all participants2020-12-31194,595,597
Balance at beginning of prior year after applicable adjustments2020-12-3152,820,780
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3152,820,780
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3119,291,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3120,383,750
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3163,115,550
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-315,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,808,845
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,137,240
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,808,845
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,578
Total number of active participants reported on line 7a of the Form 55002020-01-011,484
Number of retired or separated participants receiving benefits2020-01-01741
Number of other retired or separated participants entitled to future benefits2020-01-01403
Total of all active and inactive participants2020-01-012,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0156
Total participants2020-01-012,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31270,766,021
Acturial value of plan assets2019-12-31287,127,424
Funding target for retired participants and beneficiaries receiving payment2019-12-3175,677,369
Number of terminated vested participants2019-12-31395
Fundng target for terminated vested participants2019-12-3121,519,608
Active participant vested funding target2019-12-3180,629,456
Number of active participants2019-12-311,418
Total funding liabilities for active participants2019-12-3183,421,680
Total participant count2019-12-312,534
Total funding target for all participants2019-12-31180,618,657
Balance at beginning of prior year after applicable adjustments2019-12-3155,859,539
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3155,859,539
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314,765,430
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,043,731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3152,820,780
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3120,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3119,291,832
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,453,886
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3119,291,832
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,532
Total number of active participants reported on line 7a of the Form 55002019-01-011,418
Number of retired or separated participants receiving benefits2019-01-01706
Number of other retired or separated participants entitled to future benefits2019-01-01402
Total of all active and inactive participants2019-01-012,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0152
Total participants2019-01-012,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0178
2018: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31290,856,699
Acturial value of plan assets2018-12-31279,524,073
Funding target for retired participants and beneficiaries receiving payment2018-12-3170,406,803
Number of terminated vested participants2018-12-31413
Fundng target for terminated vested participants2018-12-3118,925,300
Active participant vested funding target2018-12-3176,193,396
Number of active participants2018-12-311,408
Total funding liabilities for active participants2018-12-3179,119,939
Total participant count2018-12-312,520
Total funding target for all participants2018-12-31168,452,042
Balance at beginning of prior year after applicable adjustments2018-12-3148,434,526
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3148,434,526
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-314,686,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,968,645
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3155,859,539
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,765,430
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,574,188
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-314,765,430
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,518
Total number of active participants reported on line 7a of the Form 55002018-01-011,406
Number of retired or separated participants receiving benefits2018-01-01668
Number of other retired or separated participants entitled to future benefits2018-01-01394
Total of all active and inactive participants2018-01-012,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0152
Total participants2018-01-012,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0158
2017: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31254,152,273
Acturial value of plan assets2017-12-31249,318,837
Funding target for retired participants and beneficiaries receiving payment2017-12-3160,107,626
Number of terminated vested participants2017-12-31436
Fundng target for terminated vested participants2017-12-3118,279,901
Active participant vested funding target2017-12-3167,503,019
Number of active participants2017-12-31663
Total funding liabilities for active participants2017-12-3170,141,565
Total participant count2017-12-312,446
Total funding target for all participants2017-12-31148,529,092
Balance at beginning of prior year after applicable adjustments2017-12-3143,784,601
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3143,784,601
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-314,732,555
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,025,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3148,434,526
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-315,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,686,959
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,012,572
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-314,686,959
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,444
Total number of active participants reported on line 7a of the Form 55002017-01-011,399
Number of retired or separated participants receiving benefits2017-01-01649
Number of other retired or separated participants entitled to future benefits2017-01-01412
Total of all active and inactive participants2017-01-012,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0149
Total participants2017-01-012,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31230,427,833
Acturial value of plan assets2016-12-31240,916,699
Funding target for retired participants and beneficiaries receiving payment2016-12-3151,319,667
Number of terminated vested participants2016-12-31438
Fundng target for terminated vested participants2016-12-3116,877,413
Active participant vested funding target2016-12-3169,519,315
Number of active participants2016-12-31622
Total funding liabilities for active participants2016-12-3172,307,950
Total participant count2016-12-312,383
Total funding target for all participants2016-12-31140,505,030
Balance at beginning of prior year after applicable adjustments2016-12-3144,948,774
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3144,948,774
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-314,646,054
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,942,472
Balance of carryovers at beginning of current year2016-12-3143,784,601
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-315,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,732,555
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,826,471
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-314,732,555
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,380
Total number of active participants reported on line 7a of the Form 55002016-01-011,337
Number of retired or separated participants receiving benefits2016-01-01617
Number of other retired or separated participants entitled to future benefits2016-01-01435
Total of all active and inactive participants2016-01-012,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0145
Total participants2016-01-012,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0155
2015: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,348
Total number of active participants reported on line 7a of the Form 55002015-01-011,315
Number of retired or separated participants receiving benefits2015-01-01578
Number of other retired or separated participants entitled to future benefits2015-01-01437
Total of all active and inactive participants2015-01-012,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0142
Total participants2015-01-012,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,324
Total number of active participants reported on line 7a of the Form 55002014-01-011,302
Number of retired or separated participants receiving benefits2014-01-01535
Number of other retired or separated participants entitled to future benefits2014-01-01461
Total of all active and inactive participants2014-01-012,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0141
Total participants2014-01-012,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,283
Total number of active participants reported on line 7a of the Form 55002013-01-011,293
Number of retired or separated participants receiving benefits2013-01-01495
Number of other retired or separated participants entitled to future benefits2013-01-01489
Total of all active and inactive participants2013-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0147
Total participants2013-01-012,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,236
Total number of active participants reported on line 7a of the Form 55002012-01-011,312
Number of retired or separated participants receiving benefits2012-01-01469
Number of other retired or separated participants entitled to future benefits2012-01-01459
Total of all active and inactive participants2012-01-012,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0143
Total participants2012-01-012,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0154
2011: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,193
Total number of active participants reported on line 7a of the Form 55002011-01-011,339
Number of retired or separated participants receiving benefits2011-01-01435
Number of other retired or separated participants entitled to future benefits2011-01-01419
Total of all active and inactive participants2011-01-012,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0143
Total participants2011-01-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0148
2009: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,071
Total number of active participants reported on line 7a of the Form 55002009-01-011,353
Number of retired or separated participants receiving benefits2009-01-01357
Number of other retired or separated participants entitled to future benefits2009-01-01397
Total of all active and inactive participants2009-01-012,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0141
Total participants2009-01-012,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN

Measure Date Value
2022 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-48,276,573
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$887,040
Total unrealized appreciation/depreciation of assets2022-12-31$-47,389,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-76,807,271
Total loss/gain on sale of assets2022-12-31$-8,618,577
Total of all expenses incurred2022-12-31$11,137,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,671,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$349,313,165
Value of total assets at beginning of year2022-12-31$437,257,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$466,068
Total interest from all sources2022-12-31$1,977,673
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,146,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,094,854
Administrative expenses professional fees incurred2022-12-31$466,068
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,424,906
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,996,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$670,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$597,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-87,944,445
Value of net assets at end of year (total assets less liabilities)2022-12-31$349,313,165
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$437,257,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$17,511,485
Assets. partnership/joint venture interests at beginning of year2022-12-31$19,209,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$161,855,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$187,570,458
Interest earned on other investments2022-12-31$188,577
Income. Interest from US Government securities2022-12-31$497,756
Income. Interest from corporate debt instruments2022-12-31$1,261,697
Value of interest in common/collective trusts at end of year2022-12-31$74,800,934
Value of interest in common/collective trusts at beginning of year2022-12-31$88,227,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,484,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,262,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,262,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$29,643
Asset value of US Government securities at end of year2022-12-31$19,404,100
Asset value of US Government securities at beginning of year2022-12-31$29,972,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,923,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$51,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,671,106
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$13,644,104
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$16,150,852
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$11,469,555
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$16,311,109
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$36,047,973
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$60,959,102
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$76,786,863
Aggregate carrying amount (costs) on sale of assets2022-12-31$85,405,440
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER PLLC
Accountancy firm EIN2022-12-31043499945
2021 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,601,357
Total unrealized appreciation/depreciation of assets2021-12-31$11,601,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$63,048,157
Total loss/gain on sale of assets2021-12-31$-11,395,516
Total of all expenses incurred2021-12-31$10,219,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,635,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,000,000
Value of total assets at end of year2021-12-31$437,257,610
Value of total assets at beginning of year2021-12-31$384,428,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$583,275
Total interest from all sources2021-12-31$1,650,335
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,631,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,546,314
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,996,289
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,076,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$597,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$465,600
Other income not declared elsewhere2021-12-31$341,258
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$52,829,059
Value of net assets at end of year (total assets less liabilities)2021-12-31$437,257,610
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$384,428,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$19,209,675
Assets. partnership/joint venture interests at beginning of year2021-12-31$16,500,965
Investment advisory and management fees2021-12-31$583,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$187,570,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$143,467,660
Interest earned on other investments2021-12-31$164,774
Income. Interest from US Government securities2021-12-31$376,479
Income. Interest from corporate debt instruments2021-12-31$1,107,003
Value of interest in common/collective trusts at end of year2021-12-31$88,227,147
Value of interest in common/collective trusts at beginning of year2021-12-31$67,274,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,262,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$18,479,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$18,479,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,079
Asset value of US Government securities at end of year2021-12-31$29,972,355
Asset value of US Government securities at beginning of year2021-12-31$21,920,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,219,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,000,000
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from common stock2021-12-31$85,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,635,823
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$16,150,852
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$15,040,382
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$16,311,109
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$15,382,411
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$60,959,102
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$72,820,257
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$189,761,075
Aggregate carrying amount (costs) on sale of assets2021-12-31$201,156,591
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31043499945
2020 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$33,702,952
Total unrealized appreciation/depreciation of assets2020-12-31$33,702,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$57,712,238
Total loss/gain on sale of assets2020-12-31$7,157,049
Total of all expenses incurred2020-12-31$9,297,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,814,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,000
Value of total assets at end of year2020-12-31$384,428,551
Value of total assets at beginning of year2020-12-31$336,013,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$483,223
Total interest from all sources2020-12-31$1,851,974
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,714,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,606,870
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,076,082
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,134,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$465,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$563,679
Other income not declared elsewhere2020-12-31$3,291,385
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$48,414,988
Value of net assets at end of year (total assets less liabilities)2020-12-31$384,428,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$336,013,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$16,500,965
Assets. partnership/joint venture interests at beginning of year2020-12-31$17,745,269
Investment advisory and management fees2020-12-31$483,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$143,467,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$133,288,003
Interest earned on other investments2020-12-31$166,032
Income. Interest from US Government securities2020-12-31$449,296
Income. Interest from corporate debt instruments2020-12-31$1,127,960
Value of interest in common/collective trusts at end of year2020-12-31$67,274,309
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$18,479,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$79,361,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$79,361,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$108,686
Asset value of US Government securities at end of year2020-12-31$21,920,986
Asset value of US Government securities at beginning of year2020-12-31$22,276,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,994,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,000,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$107,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,814,027
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$15,040,382
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$11,629,776
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$15,382,411
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$11,362,192
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$72,820,257
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$47,651,490
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$196,939,660
Aggregate carrying amount (costs) on sale of assets2020-12-31$189,782,611
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,253,154
Total unrealized appreciation/depreciation of assets2019-12-31$16,253,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$73,748,515
Total loss/gain on sale of assets2019-12-31$5,488,882
Total of all expenses incurred2019-12-31$8,500,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,085,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,000,000
Value of total assets at end of year2019-12-31$336,013,563
Value of total assets at beginning of year2019-12-31$270,766,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$415,756
Total interest from all sources2019-12-31$1,956,080
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,274,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,162,930
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,134,810
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,523,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$563,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$533,142
Other income not declared elsewhere2019-12-31$195,509
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$6,400,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$65,247,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$336,013,563
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$270,766,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$17,745,269
Assets. partnership/joint venture interests at beginning of year2019-12-31$10,420,198
Investment advisory and management fees2019-12-31$415,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$133,288,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$172,480,625
Interest earned on other investments2019-12-31$127,701
Income. Interest from US Government securities2019-12-31$578,012
Income. Interest from corporate debt instruments2019-12-31$1,013,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$79,361,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,581,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,581,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$236,486
Asset value of US Government securities at end of year2019-12-31$22,276,892
Asset value of US Government securities at beginning of year2019-12-31$15,951,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,580,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,000,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$111,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,085,217
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$11,629,776
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$21,939,054
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$11,362,192
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$47,651,490
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$32,936,351
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$71,524,100
Aggregate carrying amount (costs) on sale of assets2019-12-31$66,035,218
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER PLLC
Accountancy firm EIN2019-12-31043499945
2018 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,415,438
Total unrealized appreciation/depreciation of assets2018-12-31$-3,415,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-10,174,385
Total loss/gain on sale of assets2018-12-31$1,916,523
Total of all expenses incurred2018-12-31$9,949,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,550,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,000,000
Value of total assets at end of year2018-12-31$270,766,021
Value of total assets at beginning of year2018-12-31$290,890,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$398,868
Total interest from all sources2018-12-31$1,784,235
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,306,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,164,905
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,523,810
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,900,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$533,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$497,458
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,400,000
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,124,031
Value of net assets at end of year (total assets less liabilities)2018-12-31$270,766,021
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$290,890,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$10,420,198
Assets. partnership/joint venture interests at beginning of year2018-12-31$9,470,775
Investment advisory and management fees2018-12-31$398,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$172,480,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$197,851,619
Interest earned on other investments2018-12-31$131,377
Income. Interest from US Government securities2018-12-31$528,168
Income. Interest from corporate debt instruments2018-12-31$1,022,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,581,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,867,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,867,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$101,990
Asset value of US Government securities at end of year2018-12-31$15,951,581
Asset value of US Government securities at beginning of year2018-12-31$17,563,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,766,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,000,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,500,000
Income. Dividends from common stock2018-12-31$141,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,550,778
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$21,939,054
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$11,484,618
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$10,311,614
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$32,936,351
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$31,442,876
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$84,557,482
Aggregate carrying amount (costs) on sale of assets2018-12-31$82,640,959
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER PLLC
Accountancy firm EIN2018-12-31043499945
2017 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,958,112
Total unrealized appreciation/depreciation of assets2017-12-31$7,958,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$43,438,903
Total loss/gain on sale of assets2017-12-31$623,355
Total of all expenses incurred2017-12-31$6,701,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,706,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,000,000
Value of total assets at end of year2017-12-31$290,890,052
Value of total assets at beginning of year2017-12-31$254,152,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-5,186
Total interest from all sources2017-12-31$1,653,471
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,715,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,609,499
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,900,382
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,862,074
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$497,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$508,971
Other income not declared elsewhere2017-12-31$284,622
Administrative expenses (other) incurred2017-12-31$-5,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$36,737,779
Value of net assets at end of year (total assets less liabilities)2017-12-31$290,890,052
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$254,152,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$9,470,775
Assets. partnership/joint venture interests at beginning of year2017-12-31$9,017,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$197,851,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$168,469,192
Interest earned on other investments2017-12-31$145,908
Income. Interest from US Government securities2017-12-31$458,898
Income. Interest from corporate debt instruments2017-12-31$1,011,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,867,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,538,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,538,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$37,375
Asset value of US Government securities at end of year2017-12-31$17,563,101
Asset value of US Government securities at beginning of year2017-12-31$13,283,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,203,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,000,000
Employer contributions (assets) at end of year2017-12-31$2,500,000
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from common stock2017-12-31$106,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,706,310
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$11,484,618
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$10,291,692
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,311,614
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,578,128
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$31,442,876
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$29,603,171
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$65,752,187
Aggregate carrying amount (costs) on sale of assets2017-12-31$65,128,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER PLLC
Accountancy firm EIN2017-12-31043499945
2016 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,077,895
Total unrealized appreciation/depreciation of assets2016-12-31$3,077,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$29,141,202
Total loss/gain on sale of assets2016-12-31$801,276
Total of all expenses incurred2016-12-31$5,474,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,474,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,000,000
Value of total assets at end of year2016-12-31$254,152,273
Value of total assets at beginning of year2016-12-31$230,485,360
Total interest from all sources2016-12-31$1,636,875
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,747,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,630,696
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,862,074
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,836,520
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$508,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$714,334
Other income not declared elsewhere2016-12-31$269,429
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$23,666,913
Value of net assets at end of year (total assets less liabilities)2016-12-31$254,152,273
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$230,485,360
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
Assets. partnership/joint venture interests at end of year2016-12-31$9,017,548
Assets. partnership/joint venture interests at beginning of year2016-12-31$8,546,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$168,469,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$150,259,915
Interest earned on other investments2016-12-31$220,527
Income. Interest from US Government securities2016-12-31$312,234
Income. Interest from corporate debt instruments2016-12-31$1,089,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,538,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,923,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,923,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$14,184
Asset value of US Government securities at end of year2016-12-31$13,283,183
Asset value of US Government securities at beginning of year2016-12-31$9,600,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,608,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$5,000,000
Employer contributions (assets) at beginning of year2016-12-31$5,000,000
Income. Dividends from common stock2016-12-31$116,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,474,289
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$10,291,692
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$10,105,183
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,578,128
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$10,916,911
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$29,603,171
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$26,581,717
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
Aggregate proceeds on sale of assets2016-12-31$46,970,263
Aggregate carrying amount (costs) on sale of assets2016-12-31$46,168,987
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER PLLC
Accountancy firm EIN2016-12-31043499945
2015 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,317,385
Total unrealized appreciation/depreciation of assets2015-12-31$-3,317,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-1,073,867
Total loss/gain on sale of assets2015-12-31$860,324
Total of all expenses incurred2015-12-31$5,516,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,516,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,000,000
Value of total assets at end of year2015-12-31$230,485,360
Value of total assets at beginning of year2015-12-31$237,076,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,566,807
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,357,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,261,418
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,836,520
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,581,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$714,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$829,500
Other income not declared elsewhere2015-12-31$228,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,590,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$230,485,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$237,076,069
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
Assets. partnership/joint venture interests at end of year2015-12-31$8,546,600
Assets. partnership/joint venture interests at beginning of year2015-12-31$7,642,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$150,259,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$157,360,607
Interest earned on other investments2015-12-31$225,250
Income. Interest from US Government securities2015-12-31$242,448
Income. Interest from corporate debt instruments2015-12-31$1,096,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,923,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,124,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,124,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,845
Asset value of US Government securities at end of year2015-12-31$9,600,534
Asset value of US Government securities at beginning of year2015-12-31$8,565,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,769,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$5,000,000
Employer contributions (assets) at end of year2015-12-31$5,000,000
Income. Dividends from common stock2015-12-31$96,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,516,842
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$10,105,183
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$12,279,892
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$10,916,911
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$11,442,588
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$26,581,717
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$27,250,394
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
Aggregate proceeds on sale of assets2015-12-31$61,546,968
Aggregate carrying amount (costs) on sale of assets2015-12-31$60,686,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER PLLC
Accountancy firm EIN2015-12-31043499945
2014 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,431,043
Total unrealized appreciation/depreciation of assets2014-12-31$5,431,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,675,332
Total loss/gain on sale of assets2014-12-31$693,635
Total of all expenses incurred2014-12-31$5,006,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,006,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,000,000
Value of total assets at end of year2014-12-31$237,076,069
Value of total assets at beginning of year2014-12-31$223,406,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,522,263
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,247,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,117,007
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,581,633
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,550,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$829,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,750,748
Other income not declared elsewhere2014-12-31$191,624
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$13,669,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$237,076,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$223,406,801
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
Assets. partnership/joint venture interests at end of year2014-12-31$7,642,022
Assets. partnership/joint venture interests at beginning of year2014-12-31$5,764,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$157,360,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$151,690,706
Interest earned on other investments2014-12-31$251,269
Income. Interest from US Government securities2014-12-31$212,302
Income. Interest from corporate debt instruments2014-12-31$1,057,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,124,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,166,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,166,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$951
Asset value of US Government securities at end of year2014-12-31$8,565,161
Asset value of US Government securities at beginning of year2014-12-31$7,356,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,588,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$5,000,000
Income. Dividends from common stock2014-12-31$130,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,006,064
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$12,279,892
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$10,486,881
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,442,588
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$8,285,007
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$27,250,394
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$26,355,970
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
Aggregate proceeds on sale of assets2014-12-31$53,010,774
Aggregate carrying amount (costs) on sale of assets2014-12-31$52,317,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER PLLC
Accountancy firm EIN2014-12-31043499945
2013 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,440,129
Total unrealized appreciation/depreciation of assets2013-12-31$4,440,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$40,443,698
Total loss/gain on sale of assets2013-12-31$306,779
Total of all expenses incurred2013-12-31$3,634,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,628,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,000,000
Value of total assets at end of year2013-12-31$223,406,801
Value of total assets at beginning of year2013-12-31$186,597,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,150
Total interest from all sources2013-12-31$1,222,264
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,159,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,071,921
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,550,746
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,531,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,750,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$449,914
Other income not declared elsewhere2013-12-31$141,185
Administrative expenses (other) incurred2013-12-31$6,150
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$36,809,111
Value of net assets at end of year (total assets less liabilities)2013-12-31$223,406,801
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$186,597,690
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
Assets. partnership/joint venture interests at end of year2013-12-31$5,764,230
Assets. partnership/joint venture interests at beginning of year2013-12-31$5,026,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$151,690,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$127,851,124
Interest earned on other investments2013-12-31$202,078
Income. Interest from US Government securities2013-12-31$194,273
Income. Interest from corporate debt instruments2013-12-31$824,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,166,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,674,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,674,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,334
Asset value of US Government securities at end of year2013-12-31$7,356,398
Asset value of US Government securities at beginning of year2013-12-31$6,583,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,173,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$5,000,000
Employer contributions (assets) at beginning of year2013-12-31$4,000,000
Income. Dividends from common stock2013-12-31$87,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,628,437
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$10,486,881
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$10,319,375
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$8,285,007
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,729,260
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$26,355,970
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$19,432,580
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
Aggregate proceeds on sale of assets2013-12-31$49,037,456
Aggregate carrying amount (costs) on sale of assets2013-12-31$48,730,677
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER PLLC
Accountancy firm EIN2013-12-31043499945
2012 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,446,817
Total unrealized appreciation/depreciation of assets2012-12-31$3,446,817
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$28,807,991
Total loss/gain on sale of assets2012-12-31$884,915
Total of all expenses incurred2012-12-31$3,187,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,150,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,000,000
Value of total assets at end of year2012-12-31$186,597,690
Value of total assets at beginning of year2012-12-31$160,977,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,067
Total interest from all sources2012-12-31$1,212,446
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,448,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,285,554
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,531,392
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,807,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$449,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$353,120
Other income not declared elsewhere2012-12-31$102,791
Administrative expenses (other) incurred2012-12-31$37,067
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$25,620,666
Value of net assets at end of year (total assets less liabilities)2012-12-31$186,597,690
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$160,977,024
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
Assets. partnership/joint venture interests at end of year2012-12-31$5,026,586
Assets. partnership/joint venture interests at beginning of year2012-12-31$4,536,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$127,851,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$95,930,600
Interest earned on other investments2012-12-31$220,872
Income. Interest from US Government securities2012-12-31$126,946
Income. Interest from corporate debt instruments2012-12-31$861,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,674,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,564,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,564,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,969
Asset value of US Government securities at end of year2012-12-31$6,583,179
Asset value of US Government securities at beginning of year2012-12-31$1,959,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,712,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$5,000,000
Employer contributions (assets) at end of year2012-12-31$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$14,000,000
Income. Dividends from common stock2012-12-31$163,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,150,258
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$10,319,375
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$11,287,924
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,729,260
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,381,875
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$19,432,580
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$17,155,782
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
Aggregate proceeds on sale of assets2012-12-31$52,627,945
Aggregate carrying amount (costs) on sale of assets2012-12-31$51,743,030
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER PLLC
Accountancy firm EIN2012-12-31043499945
2011 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,242,974
Total unrealized appreciation/depreciation of assets2011-12-31$3,242,974
Total transfer of assets to this plan2011-12-31$16,896,307
Total transfer of assets from this plan2011-12-31$-16,896,307
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$24,392,216
Total loss/gain on sale of assets2011-12-31$815,986
Total of all expenses incurred2011-12-31$2,986,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,669,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,000,000
Value of total assets at end of year2011-12-31$160,977,024
Value of total assets at beginning of year2011-12-31$139,571,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$317,162
Total interest from all sources2011-12-31$1,079,571
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,719,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,655,927
Administrative expenses professional fees incurred2011-12-31$53,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,807,317
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,163,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$353,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$632,019
Other income not declared elsewhere2011-12-31$73,404
Administrative expenses (other) incurred2011-12-31$134,968
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$21,405,437
Value of net assets at end of year (total assets less liabilities)2011-12-31$160,977,024
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$139,571,587
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
Assets. partnership/joint venture interests at end of year2011-12-31$4,536,592
Assets. partnership/joint venture interests at beginning of year2011-12-31$1,002,110
Investment advisory and management fees2011-12-31$128,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$95,930,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$87,489,000
Interest earned on other investments2011-12-31$178,503
Income. Interest from US Government securities2011-12-31$104,012
Income. Interest from corporate debt instruments2011-12-31$795,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,564,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,772,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,772,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,596
Asset value of US Government securities at end of year2011-12-31$1,959,397
Asset value of US Government securities at beginning of year2011-12-31$2,656,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,539,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$22,000,000
Employer contributions (assets) at end of year2011-12-31$14,000,000
Employer contributions (assets) at beginning of year2011-12-31$8,000,000
Income. Dividends from common stock2011-12-31$63,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,669,617
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$11,287,924
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$8,505,135
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,381,875
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,478,072
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$17,155,782
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,872,775
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
Aggregate proceeds on sale of assets2011-12-31$39,943,631
Aggregate carrying amount (costs) on sale of assets2011-12-31$39,127,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COLLINS SMITH AND O'CONNOR LLP
Accountancy firm EIN2011-12-31043256157
2010 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,585,491
Total unrealized appreciation/depreciation of assets2010-12-31$3,585,491
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$25,688,292
Total loss/gain on sale of assets2010-12-31$1,098,447
Total of all expenses incurred2010-12-31$2,337,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,337,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,000,000
Value of total assets at end of year2010-12-31$139,571,587
Value of total assets at beginning of year2010-12-31$116,220,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$928,771
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,370,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,269,136
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,163,730
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,904,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$632,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$250,679
Other income not declared elsewhere2010-12-31$23,555
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$23,351,194
Value of net assets at end of year (total assets less liabilities)2010-12-31$139,571,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$116,220,393
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
Assets. partnership/joint venture interests at end of year2010-12-31$1,002,110
Assets. partnership/joint venture interests at beginning of year2010-12-31$883,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$87,489,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$72,108,746
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$165,654
Income. Interest from US Government securities2010-12-31$107,258
Income. Interest from corporate debt instruments2010-12-31$654,014
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,772,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,511,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,511,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,845
Asset value of US Government securities at end of year2010-12-31$2,656,184
Asset value of US Government securities at beginning of year2010-12-31$2,793,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,681,690
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$12,000,000
Employer contributions (assets) at end of year2010-12-31$8,000,000
Employer contributions (assets) at beginning of year2010-12-31$12,000,000
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$101,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,337,098
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$8,505,135
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$6,633,258
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,478,072
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,792,018
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$15,872,775
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,342,686
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
Aggregate proceeds on sale of assets2010-12-31$43,274,867
Aggregate carrying amount (costs) on sale of assets2010-12-31$42,176,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLLINS SMITH AND O'CONNOR LLP
Accountancy firm EIN2010-12-31043256157
2009 : STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN

2022: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes
2015: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes
2014: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes
2013: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes
2012: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes
2011: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 benefit arrangement - TrustYes
2009: STURDY MEMORIAL HOSPITAL INC RETIREMENT PLAN 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 benefit arrangement - TrustYes

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