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RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC.
Employer identification number (EIN):043399616
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-10-01
0012016-10-01CHRISTINE ZOTTOLI
0012015-10-01KEVIN HARRINGTON ELEANOR FLYNN SALVUCCI2017-07-13
0012014-10-01KEVIN HARRINGTON ELEANOR FLYNN SALVUCCI2016-07-14
0012013-10-01KEVIN HARRINGTON JASON FAN2015-07-13
0012012-10-01PAUL CHANEY JASON FAN2014-07-11
0012011-10-01PAUL CHANEY JASON FAN2014-07-11
0012009-10-01PAUL CHANEY ELEANOR FLYNN SALVUCCI2011-05-02

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.

Measure Date Value
2018: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2018 401k membership
Market value of plan assets2018-09-30127,797,418
Acturial value of plan assets2018-09-30121,405,385
Funding target for retired participants and beneficiaries receiving payment2018-09-3042,362,694
Number of terminated vested participants2018-09-30737
Fundng target for terminated vested participants2018-09-3029,830,414
Active participant vested funding target2018-09-3036,745,889
Number of active participants2018-09-30543
Total funding liabilities for active participants2018-09-3037,113,598
Total participant count2018-09-301,949
Total funding target for all participants2018-09-30109,306,706
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3014,440,470
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-303,411,704
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-3011,028,766
Present value of excess contributions2018-09-302,825,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-303,241,399
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-303,241,399
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-301,765,000
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-3014,127,496
Total employer contributions2018-09-302,320,250
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-302,141,365
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-302,822,399
Net shortfall amortization installment of oustanding balance2018-09-302,028,817
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-303,159,652
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-303,563,732
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-302,141,365
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-011,949
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0136
Market value of plan assets2017-09-30113,354,327
Acturial value of plan assets2017-09-30115,812,691
Funding target for retired participants and beneficiaries receiving payment2017-09-3036,568,322
Number of terminated vested participants2017-09-30668
Fundng target for terminated vested participants2017-09-3020,920,768
Active participant vested funding target2017-09-3043,720,770
Number of active participants2017-09-30656
Total funding liabilities for active participants2017-09-3044,093,987
Total participant count2017-09-301,959
Total funding target for all participants2017-09-30101,583,077
Balance at beginning of prior year after applicable adjustments2017-09-304,643,227
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3014,923,629
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-303,220,972
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-301,422,255
Amount remaining of prefunding balance2017-09-3014,923,629
Present value of excess contributions2017-09-304,562,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-304,918,262
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-304,918,262
Reductions in caryover balances due to elections or deemed elections2017-09-301,542,009
Reductions in prefunding balances due to elections or deemed elections2017-09-306,657,991
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3014,440,470
Total employer contributions2017-09-303,231,632
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-302,977,762
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-303,528,894
Net shortfall amortization installment of oustanding balance2017-09-30210,856
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-303,563,732
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-303,411,704
Additional cash requirement2017-09-30152,028
Contributions allocatedtoward minimum required contributions for current year2017-09-302,977,762
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-011,959
Total number of active participants reported on line 7a of the Form 55002016-10-01543
Number of retired or separated participants receiving benefits2016-10-01627
Number of other retired or separated participants entitled to future benefits2016-10-01737
Total of all active and inactive participants2016-10-011,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0142
Total participants2016-10-011,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0166
2015: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-011,962
Total number of active participants reported on line 7a of the Form 55002015-10-01656
Number of retired or separated participants receiving benefits2015-10-01592
Number of other retired or separated participants entitled to future benefits2015-10-01668
Total of all active and inactive participants2015-10-011,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0143
Total participants2015-10-011,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0146
2014: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2014 401k membership
Total participants, beginning-of-year2014-10-011,950
Total number of active participants reported on line 7a of the Form 55002014-10-01715
Number of retired or separated participants receiving benefits2014-10-01569
Number of other retired or separated participants entitled to future benefits2014-10-01640
Total of all active and inactive participants2014-10-011,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0138
Total participants2014-10-011,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0150
2013: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2013 401k membership
Total participants, beginning-of-year2013-10-011,936
Total number of active participants reported on line 7a of the Form 55002013-10-01741
Number of retired or separated participants receiving benefits2013-10-01536
Number of other retired or separated participants entitled to future benefits2013-10-01645
Total of all active and inactive participants2013-10-011,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0137
Total participants2013-10-011,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0144
2012: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2012 401k membership
Total participants, beginning-of-year2012-10-011,919
Total number of active participants reported on line 7a of the Form 55002012-10-01768
Number of retired or separated participants receiving benefits2012-10-01522
Number of other retired or separated participants entitled to future benefits2012-10-01611
Total of all active and inactive participants2012-10-011,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0135
Total participants2012-10-011,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0129
2011: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2011 401k membership
Total participants, beginning-of-year2011-10-011,913
Total number of active participants reported on line 7a of the Form 55002011-10-01788
Number of retired or separated participants receiving benefits2011-10-01504
Number of other retired or separated participants entitled to future benefits2011-10-01593
Total of all active and inactive participants2011-10-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0134
Total participants2011-10-011,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0130
2009: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2009 401k membership
Total participants, beginning-of-year2009-10-011,897
Total number of active participants reported on line 7a of the Form 55002009-10-01821
Number of retired or separated participants receiving benefits2009-10-01456
Number of other retired or separated participants entitled to future benefits2009-10-01602
Total of all active and inactive participants2009-10-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0123
Total participants2009-10-011,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0132

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.

Measure Date Value
2018 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total transfer of assets from this plan2018-09-30$132,904,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$10,928,220
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$5,893,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$5,203,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,320,250
Value of total assets at end of year2018-09-30$0
Value of total assets at beginning of year2018-09-30$127,869,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$690,018
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$355,413
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Administrative expenses (other) incurred2018-09-30$334,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$5,034,457
Value of net assets at end of year (total assets less liabilities)2018-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$127,869,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in master investment trust accounts at end of year2018-09-30$0
Value of interest in master investment trust accounts at beginning of year2018-09-30$124,638,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,320,250
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$3,231,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$5,203,745
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30WOLF & COMPANY, P.C.
Accountancy firm EIN2018-09-30042689883
2017 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$19,265,393
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$4,867,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,178,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,231,632
Value of total assets at end of year2017-09-30$127,869,944
Value of total assets at beginning of year2017-09-30$113,471,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$688,760
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$177,013
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Administrative expenses (other) incurred2017-09-30$511,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$14,398,324
Value of net assets at end of year (total assets less liabilities)2017-09-30$127,869,944
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$113,471,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in master investment trust accounts at end of year2017-09-30$124,638,312
Value of interest in master investment trust accounts at beginning of year2017-09-30$108,301,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$3,231,632
Employer contributions (assets) at end of year2017-09-30$3,231,632
Employer contributions (assets) at beginning of year2017-09-30$5,169,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,178,309
Did the plan have assets held for investment2017-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30BDO USA LLP
Accountancy firm EIN2017-09-30135381590
2016 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$14,147,591
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$4,775,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$4,212,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$5,708,281
Value of total assets at end of year2016-09-30$113,471,620
Value of total assets at beginning of year2016-09-30$104,099,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$562,520
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$114,720
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Administrative expenses (other) incurred2016-09-30$447,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$9,372,513
Value of net assets at end of year (total assets less liabilities)2016-09-30$113,471,620
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$104,099,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in master investment trust accounts at end of year2016-09-30$108,301,940
Value of interest in master investment trust accounts at beginning of year2016-09-30$99,653,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$5,708,281
Employer contributions (assets) at end of year2016-09-30$5,169,680
Employer contributions (assets) at beginning of year2016-09-30$4,445,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$4,212,558
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BDO USA LLP
Accountancy firm EIN2016-09-30135381590
2015 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,576,441
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$3,992,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,745,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$4,926,628
Value of total assets at end of year2015-09-30$104,099,107
Value of total assets at beginning of year2015-09-30$106,515,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$247,248
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$115,368
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Administrative expenses (other) incurred2015-09-30$131,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-2,416,427
Value of net assets at end of year (total assets less liabilities)2015-09-30$104,099,107
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$106,515,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in master investment trust accounts at end of year2015-09-30$99,653,693
Value of interest in master investment trust accounts at beginning of year2015-09-30$103,152,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$4,926,628
Employer contributions (assets) at end of year2015-09-30$4,445,414
Employer contributions (assets) at beginning of year2015-09-30$3,363,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$3,745,620
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30BDO USA LLP
Accountancy firm EIN2015-09-30135381590
2014 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$12,642,971
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$2,547,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,291,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$3,854,142
Value of total assets at end of year2014-09-30$106,516,534
Value of total assets at beginning of year2014-09-30$96,420,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$255,292
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$116,541
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$126,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$10,095,759
Value of net assets at end of year (total assets less liabilities)2014-09-30$106,516,534
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$96,420,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in master investment trust accounts at end of year2014-09-30$103,152,109
Value of interest in master investment trust accounts at beginning of year2014-09-30$93,507,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$3,854,142
Employer contributions (assets) at end of year2014-09-30$3,364,425
Employer contributions (assets) at beginning of year2014-09-30$2,913,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,291,920
Contract administrator fees2014-09-30$12,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30FEELEY & DRISCOLL
Accountancy firm EIN2014-09-30042684828
2013 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$12,523,507
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$4,225,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$4,045,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$3,424,445
Value of total assets at end of year2013-09-30$96,420,775
Value of total assets at beginning of year2013-09-30$88,122,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$179,260
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$93,248
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Administrative expenses (other) incurred2013-09-30$70,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$8,298,447
Value of net assets at end of year (total assets less liabilities)2013-09-30$96,420,775
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$88,122,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in master investment trust accounts at end of year2013-09-30$93,507,193
Value of interest in master investment trust accounts at beginning of year2013-09-30$78,048,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$3,424,445
Employer contributions (assets) at end of year2013-09-30$2,913,582
Employer contributions (assets) at beginning of year2013-09-30$10,073,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$4,045,800
Contract administrator fees2013-09-30$15,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30FEELEY & DRISCOLL
Accountancy firm EIN2013-09-30042684828
2012 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$18,195,349
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$2,640,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,408,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$10,073,579
Value of total assets at end of year2012-09-30$88,122,328
Value of total assets at beginning of year2012-09-30$72,567,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$232,599
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$121,210
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Administrative expenses (other) incurred2012-09-30$81,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$15,554,406
Value of net assets at end of year (total assets less liabilities)2012-09-30$88,122,328
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$72,567,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$78,048,749
Value of interest in master investment trust accounts at beginning of year2012-09-30$63,767,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$10,073,579
Employer contributions (assets) at end of year2012-09-30$10,073,579
Employer contributions (assets) at beginning of year2012-09-30$8,800,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,408,344
Contract administrator fees2012-09-30$29,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30FEELEY & DRISCOLL
Accountancy firm EIN2012-09-30042684828
2011 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$12,559,993
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,989,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,797,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$12,171,139
Value of total assets at end of year2011-09-30$72,567,922
Value of total assets at beginning of year2011-09-30$61,997,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$192,054
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$94,542
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Administrative expenses (other) incurred2011-09-30$67,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$10,570,279
Value of net assets at end of year (total assets less liabilities)2011-09-30$72,567,922
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$61,997,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$63,767,837
Value of interest in master investment trust accounts at beginning of year2011-09-30$61,997,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$12,171,139
Employer contributions (assets) at end of year2011-09-30$8,800,085
Employer contributions (assets) at beginning of year2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,797,660
Contract administrator fees2011-09-30$30,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30FEELEY & DRISCOLL
Accountancy firm EIN2011-09-30042684828
2010 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC.

2017: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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