NORTH SHORE MEDICAL CENTER-UNION HOSPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2018: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2018 401k membership |
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Market value of plan assets | 2018-09-30 | 127,797,418 |
Acturial value of plan assets | 2018-09-30 | 121,405,385 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 42,362,694 |
Number of terminated vested participants | 2018-09-30 | 737 |
Fundng target for terminated vested participants | 2018-09-30 | 29,830,414 |
Active participant vested funding target | 2018-09-30 | 36,745,889 |
Number of active participants | 2018-09-30 | 543 |
Total funding liabilities for active participants | 2018-09-30 | 37,113,598 |
Total participant count | 2018-09-30 | 1,949 |
Total funding target for all participants | 2018-09-30 | 109,306,706 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 14,440,470 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 3,411,704 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 11,028,766 |
Present value of excess contributions | 2018-09-30 | 2,825,734 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 3,241,399 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 3,241,399 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 1,765,000 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 14,127,496 |
Total employer contributions | 2018-09-30 | 2,320,250 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 2,141,365 |
Liquidity shortfalls end of Q1 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 2,822,399 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 2,028,817 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 3,159,652 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 3,563,732 |
Additional cash requirement | 2018-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 2,141,365 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 1,949 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 36 |
Market value of plan assets | 2017-09-30 | 113,354,327 |
Acturial value of plan assets | 2017-09-30 | 115,812,691 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 36,568,322 |
Number of terminated vested participants | 2017-09-30 | 668 |
Fundng target for terminated vested participants | 2017-09-30 | 20,920,768 |
Active participant vested funding target | 2017-09-30 | 43,720,770 |
Number of active participants | 2017-09-30 | 656 |
Total funding liabilities for active participants | 2017-09-30 | 44,093,987 |
Total participant count | 2017-09-30 | 1,959 |
Total funding target for all participants | 2017-09-30 | 101,583,077 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 4,643,227 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 14,923,629 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 3,220,972 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 1,422,255 |
Amount remaining of prefunding balance | 2017-09-30 | 14,923,629 |
Present value of excess contributions | 2017-09-30 | 4,562,664 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 4,918,262 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 4,918,262 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 1,542,009 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 6,657,991 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 14,440,470 |
Total employer contributions | 2017-09-30 | 3,231,632 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 2,977,762 |
Liquidity shortfalls end of Q1 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 3,528,894 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 210,856 |
Waiver amortization installment | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 3,563,732 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 3,411,704 |
Additional cash requirement | 2017-09-30 | 152,028 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 2,977,762 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 1,959 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 543 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 627 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 737 |
Total of all active and inactive participants | 2016-10-01 | 1,907 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 42 |
Total participants | 2016-10-01 | 1,949 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 66 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 1,962 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 656 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 592 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 668 |
Total of all active and inactive participants | 2015-10-01 | 1,916 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 43 |
Total participants | 2015-10-01 | 1,959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 46 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 1,950 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 715 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 569 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 640 |
Total of all active and inactive participants | 2014-10-01 | 1,924 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 38 |
Total participants | 2014-10-01 | 1,962 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 50 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 1,936 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 741 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 536 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 645 |
Total of all active and inactive participants | 2013-10-01 | 1,922 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 37 |
Total participants | 2013-10-01 | 1,959 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 44 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 1,919 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 768 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 522 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 611 |
Total of all active and inactive participants | 2012-10-01 | 1,901 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 35 |
Total participants | 2012-10-01 | 1,936 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 29 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 1,913 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 788 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 504 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 593 |
Total of all active and inactive participants | 2011-10-01 | 1,885 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 34 |
Total participants | 2011-10-01 | 1,919 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 30 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 1,897 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 821 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 456 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 602 |
Total of all active and inactive participants | 2009-10-01 | 1,879 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 23 |
Total participants | 2009-10-01 | 1,902 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 32 |
Measure | Date | Value |
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2018 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-09-30 | $0 |
Total transfer of assets to this plan | 2018-09-30 | $0 |
Total transfer of assets from this plan | 2018-09-30 | $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 assets | 2018-09-30 | $0 |
Total of all expenses incurred | 2018-09-30 | $5,893,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $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 year | 2018-09-30 | $0 |
Value of total assets at beginning of year | 2018-09-30 | $127,869,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $690,018 |
Total interest from all sources | 2018-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
Administrative expenses professional fees incurred | 2018-09-30 | $355,413 |
Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
Value of fidelity bond cover | 2018-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
Administrative expenses (other) incurred | 2018-09-30 | $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 appraiser | 2018-09-30 | No |
Value of net income/loss | 2018-09-30 | $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) | 2018-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2018-09-30 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-09-30 | $124,638,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
Contributions received in cash from employer | 2018-09-30 | $2,320,250 |
Employer contributions (assets) at end of year | 2018-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-09-30 | $3,231,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $5,203,745 |
Did the plan have assets held for investment | 2018-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
Accountancy firm name | 2018-09-30 | WOLF & COMPANY, P.C. |
Accountancy firm EIN | 2018-09-30 | 042689883 |
2017 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $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 assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $4,867,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $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 year | 2017-09-30 | $127,869,944 |
Value of total assets at beginning of year | 2017-09-30 | $113,471,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $688,760 |
Total interest from all sources | 2017-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Administrative expenses professional fees incurred | 2017-09-30 | $177,013 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Administrative expenses (other) incurred | 2017-09-30 | $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 appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $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) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2017-09-30 | $124,638,312 |
Value of interest in master investment trust accounts at beginning of year | 2017-09-30 | $108,301,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $3,231,632 |
Employer contributions (assets) at end of year | 2017-09-30 | $3,231,632 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $5,169,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $4,178,309 |
Did the plan have assets held for investment | 2017-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
Accountancy firm name | 2017-09-30 | BDO USA LLP |
Accountancy firm EIN | 2017-09-30 | 135381590 |
2016 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $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 assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $4,775,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $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 year | 2016-09-30 | $113,471,620 |
Value of total assets at beginning of year | 2016-09-30 | $104,099,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $562,520 |
Total interest from all sources | 2016-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Administrative expenses professional fees incurred | 2016-09-30 | $114,720 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Administrative expenses (other) incurred | 2016-09-30 | $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 appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $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) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2016-09-30 | $108,301,940 |
Value of interest in master investment trust accounts at beginning of year | 2016-09-30 | $99,653,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Contributions received in cash from employer | 2016-09-30 | $5,708,281 |
Employer contributions (assets) at end of year | 2016-09-30 | $5,169,680 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $4,445,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $4,212,558 |
Did the plan have assets held for investment | 2016-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | BDO USA LLP |
Accountancy firm EIN | 2016-09-30 | 135381590 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $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 assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $3,992,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $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 year | 2015-09-30 | $104,099,107 |
Value of total assets at beginning of year | 2015-09-30 | $106,515,534 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $247,248 |
Total interest from all sources | 2015-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Administrative expenses professional fees incurred | 2015-09-30 | $115,368 |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Administrative expenses (other) incurred | 2015-09-30 | $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 appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-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) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2015-09-30 | $99,653,693 |
Value of interest in master investment trust accounts at beginning of year | 2015-09-30 | $103,152,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Contributions received in cash from employer | 2015-09-30 | $4,926,628 |
Employer contributions (assets) at end of year | 2015-09-30 | $4,445,414 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $3,363,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $3,745,620 |
Did the plan have assets held for investment | 2015-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | BDO USA LLP |
Accountancy firm EIN | 2015-09-30 | 135381590 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $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 assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $2,547,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $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 year | 2014-09-30 | $106,516,534 |
Value of total assets at beginning of year | 2014-09-30 | $96,420,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $255,292 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Administrative expenses professional fees incurred | 2014-09-30 | $116,541 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Administrative expenses (other) incurred | 2014-09-30 | $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 appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $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) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2014-09-30 | $103,152,109 |
Value of interest in master investment trust accounts at beginning of year | 2014-09-30 | $93,507,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $3,854,142 |
Employer contributions (assets) at end of year | 2014-09-30 | $3,364,425 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $2,913,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $2,291,920 |
Contract administrator fees | 2014-09-30 | $12,413 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-09-30 | No |
Did the plan have assets held for investment | 2014-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2014-09-30 | 042684828 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
Total income from all sources (including contributions) | 2013-09-30 | $12,523,507 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $4,225,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $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 year | 2013-09-30 | $96,420,775 |
Value of total assets at beginning of year | 2013-09-30 | $88,122,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $179,260 |
Total interest from all sources | 2013-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Administrative expenses professional fees incurred | 2013-09-30 | $93,248 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Administrative expenses (other) incurred | 2013-09-30 | $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 appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $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) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2013-09-30 | $93,507,193 |
Value of interest in master investment trust accounts at beginning of year | 2013-09-30 | $78,048,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $3,424,445 |
Employer contributions (assets) at end of year | 2013-09-30 | $2,913,582 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $10,073,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $4,045,800 |
Contract administrator fees | 2013-09-30 | $15,627 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-09-30 | No |
Did the plan have assets held for investment | 2013-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2013-09-30 | 042684828 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
Total income from all sources (including contributions) | 2012-09-30 | $18,195,349 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $2,640,943 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $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 year | 2012-09-30 | $88,122,328 |
Value of total assets at beginning of year | 2012-09-30 | $72,567,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $232,599 |
Total interest from all sources | 2012-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Administrative expenses professional fees incurred | 2012-09-30 | $121,210 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Administrative expenses (other) incurred | 2012-09-30 | $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 appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $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) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2012-09-30 | $78,048,749 |
Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $63,767,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $10,073,579 |
Employer contributions (assets) at end of year | 2012-09-30 | $10,073,579 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $8,800,085 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $2,408,344 |
Contract administrator fees | 2012-09-30 | $29,847 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-09-30 | No |
Did the plan have assets held for investment | 2012-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
Accountancy firm name | 2012-09-30 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2012-09-30 | 042684828 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF NORTH SHORE MEDICAL CENTER - UNION HOSPITAL, INC. 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $0 |
Total income from all sources (including contributions) | 2011-09-30 | $12,559,993 |
Total loss/gain on sale of assets | 2011-09-30 | $0 |
Total of all expenses incurred | 2011-09-30 | $1,989,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $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 year | 2011-09-30 | $72,567,922 |
Value of total assets at beginning of year | 2011-09-30 | $61,997,643 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $192,054 |
Total interest from all sources | 2011-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
Administrative expenses professional fees incurred | 2011-09-30 | $94,542 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Administrative expenses (other) incurred | 2011-09-30 | $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 appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $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) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in master investment trust accounts at end of year | 2011-09-30 | $63,767,837 |
Value of interest in master investment trust accounts at beginning of year | 2011-09-30 | $61,997,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $12,171,139 |
Employer contributions (assets) at end of year | 2011-09-30 | $8,800,085 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $1,797,660 |
Contract administrator fees | 2011-09-30 | $30,117 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-09-30 | No |
Did the plan have assets held for investment | 2011-09-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
Accountancy firm name | 2011-09-30 | FEELEY & DRISCOLL |
Accountancy firm EIN | 2011-09-30 | 042684828 |
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 securities | 2010-09-30 | $0 |