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FAULKNER HOSPITAL PARTNERSHIP PLAN 401k Plan overview

Plan NameFAULKNER HOSPITAL PARTNERSHIP PLAN
Plan identification number 002

FAULKNER HOSPITAL PARTNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FAULKNER HOSPITAL
Employer identification number (EIN):042768256
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAULKNER HOSPITAL PARTNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01PAUL CHANEY JASON FAN2014-07-22
0022012-01-01PAUL CHANEY ELEANOR FLYNN SALVUCCI2013-07-31
0022011-02-09PAUL CHANEY ELEANOR FLYNN SALVUCCI2012-07-31
0022010-02-09PAUL CHANEY ELEANOR FLYNN SALVUCCI2011-09-21
0022009-02-09PAUL CHANEY ELEANOR FLYNN SALVUCCI2010-10-29
0022009-02-09PAUL CHANEY ELEANOR FLYNN SALVUCCI2010-10-21

Financial Data on FAULKNER HOSPITAL PARTNERSHIP PLAN

Measure Date Value
2013 : FAULKNER HOSPITAL PARTNERSHIP PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$92,465,062
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$20,341,493
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,227,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,223,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,421,826
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$78,351,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,813
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,935,342
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$1,935,342
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,467,878
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$606,795
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$858,905
Other income not declared elsewhere2013-12-31$1,417,836
Administrative expenses (other) incurred2013-12-31$4,813
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$14,113,542
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$78,351,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,995,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,700,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,564,711
Net investment gain/loss from pooled separate accounts2013-12-31$1,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,095,043
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,048,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,223,138
Did the plan have assets held for investment2013-12-31No
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 PBGC2013-12-31Yes
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 name2013-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2013-12-31042684828
2012 : FAULKNER HOSPITAL PARTNERSHIP PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$14,590,348
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,688,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,684,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,247,014
Value of total assets at end of year2012-12-31$78,351,520
Value of total assets at beginning of year2012-12-31$68,449,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,188
Total interest from all sources2012-12-31$1,675,445
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,082,208
Participant contributions at end of year2012-12-31$606,795
Participant contributions at beginning of year2012-12-31$679,218
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$103,695
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$115,888
Administrative expenses (other) incurred2012-12-31$4,188
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$9,901,765
Value of net assets at end of year (total assets less liabilities)2012-12-31$78,351,520
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$68,449,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$65,977,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,770,706
Value of interest in pooled separate accounts at end of year2012-12-31$18,420
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,995
Interest earned on other investments2012-12-31$1,675,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,700,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,889,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,667,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,048,918
Employer contributions (assets) at end of year2012-12-31$2,048,444
Employer contributions (assets) at beginning of year2012-12-31$1,986,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,684,395
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : FAULKNER HOSPITAL PARTNERSHIP PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,445,812
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,962,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,958,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,794,161
Value of total assets at end of year2011-12-31$68,449,755
Value of total assets at beginning of year2011-12-31$64,966,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,324
Total interest from all sources2011-12-31$1,497,316
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,585,597
Participant contributions at end of year2011-12-31$679,218
Participant contributions at beginning of year2011-12-31$566,476
Participant contributions at end of year2011-12-31$103,695
Participant contributions at beginning of year2011-12-31$98,709
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,215,347
Administrative expenses (other) incurred2011-12-31$3,324
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$3,483,696
Value of net assets at end of year (total assets less liabilities)2011-12-31$68,449,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,966,059
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$55,790,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$53,890,020
Interest earned on other investments2011-12-31$1,497,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,889,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,500,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,845,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,993,217
Employer contributions (assets) at end of year2011-12-31$1,986,643
Employer contributions (assets) at beginning of year2011-12-31$1,910,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,958,792
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FEELEY & DRISCOLL,P.C.
Accountancy firm EIN2011-12-31042684828
Total unrealized appreciation/depreciation of assets2011-02-08$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-08$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-08$0
Total income from all sources (including contributions)2011-02-08$16,148,894
Total loss/gain on sale of assets2011-02-08$0
Total of all expenses incurred2011-02-08$2,614,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-08$2,610,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-08$7,036,441
Value of total assets at end of year2011-02-08$64,966,059
Value of total assets at beginning of year2011-02-08$51,431,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-08$3,756
Total interest from all sources2011-02-08$1,236,851
Total dividends received (eg from common stock, registered investment company shares)2011-02-08$0
Was this plan covered by a fidelity bond2011-02-08Yes
Value of fidelity bond cover2011-02-08$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-02-08No
Contributions received from participants2011-02-08$4,947,000
Participant contributions at end of year2011-02-08$566,476
Participant contributions at beginning of year2011-02-08$471,971
Participant contributions at end of year2011-02-08$98,709
Participant contributions at beginning of year2011-02-08$98,192
Income. Received or receivable in cash from other sources (including rollovers)2011-02-08$179,203
Administrative expenses (other) incurred2011-02-08$3,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-08No
Value of net income/loss2011-02-08$13,534,708
Value of net assets at end of year (total assets less liabilities)2011-02-08$64,966,059
Value of net assets at beginning of year (total assets less liabilities)2011-02-08$51,431,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-08No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-08No
Were any leases to which the plan was party in default or uncollectible2011-02-08No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-08$53,890,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-08$40,379,389
Interest earned on other investments2011-02-08$1,236,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-08$8,500,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-08$8,646,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-08$7,875,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-08No
Was there a failure to transmit to the plan any participant contributions2011-02-08No
Has the plan failed to provide any benefit when due under the plan2011-02-08No
Contributions received in cash from employer2011-02-08$1,910,238
Employer contributions (assets) at end of year2011-02-08$1,910,135
Employer contributions (assets) at beginning of year2011-02-08$1,834,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-08$2,610,430
Did the plan have assets held for investment2011-02-08Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-08No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-08No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-08Yes
Opinion of an independent qualified public accountant for this plan2011-02-08Disclaimer
Accountancy firm name2011-02-08FEELEY & DRISCOLL P.C.
Accountancy firm EIN2011-02-08042684828

Form 5500 Responses for FAULKNER HOSPITAL PARTNERSHIP PLAN

2013: FAULKNER HOSPITAL PARTNERSHIP 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 filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAULKNER HOSPITAL PARTNERSHIP 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAULKNER HOSPITAL PARTNERSHIP PLAN 2011 form 5500 responses
2011-02-09Type of plan entitySingle employer plan
2011-02-09Submission has been amendedNo
2011-02-09This submission is the final filingNo
2011-02-09This return/report is a short plan year return/report (less than 12 months)Yes
2011-02-09Plan is a collectively bargained planYes
2011-02-09Plan funding arrangement – InsuranceYes
2011-02-09Plan funding arrangement – TrustYes
2011-02-09Plan benefit arrangement – InsuranceYes
2011-02-09Plan benefit arrangement - TrustYes
2010: FAULKNER HOSPITAL PARTNERSHIP PLAN 2010 form 5500 responses
2010-02-09Type of plan entitySingle employer plan
2010-02-09Submission has been amendedYes
2010-02-09This submission is the final filingNo
2010-02-09This return/report is a short plan year return/report (less than 12 months)No
2010-02-09Plan is a collectively bargained planYes
2010-02-09Plan funding arrangement – InsuranceYes
2010-02-09Plan funding arrangement – TrustYes
2010-02-09Plan benefit arrangement – InsuranceYes
2010-02-09Plan benefit arrangement - TrustYes
2009: FAULKNER HOSPITAL PARTNERSHIP PLAN 2009 form 5500 responses
2009-02-09Type of plan entitySingle employer plan
2009-02-09Submission has been amendedNo
2009-02-09This submission is the final filingNo
2009-02-09This return/report is a short plan year return/report (less than 12 months)No
2009-02-09Plan is a collectively bargained planYes
2009-02-09Plan funding arrangement – InsuranceYes
2009-02-09Plan funding arrangement – TrustYes
2009-02-09Plan benefit arrangement – InsuranceYes
2009-02-09Plan benefit arrangement - TrustYes

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