BRIDGEPORT HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2023 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $57,397,384 |
| Total of all expenses incurred | 2023-12-31 | $18,278,110 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $18,159,351 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $49,214 |
| Value of total corrective distributions | 2023-12-31 | $7,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $18,865,549 |
| Value of total assets at end of year | 2023-12-31 | $248,822,103 |
| Value of total assets at beginning of year | 2023-12-31 | $209,702,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $62,406 |
| Total interest from all sources | 2023-12-31 | $765,841 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $6,144,058 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $6,144,058 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $17,466,541 |
| Participant contributions at end of year | 2023-12-31 | $3,344,988 |
| Participant contributions at beginning of year | 2023-12-31 | $2,841,127 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,399,008 |
| Other income not declared elsewhere | 2023-12-31 | $257,806 |
| Administrative expenses (other) incurred | 2023-12-31 | $19,554 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $39,119,274 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $248,822,103 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $209,702,829 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $226,714,199 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $185,885,253 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $250,898 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $288,077 |
| Interest on participant loans | 2023-12-31 | $120,736 |
| Interest earned on other investments | 2023-12-31 | $449,549 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $4,452,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $3,981,491 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $3,981,491 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $195,556 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $14,059,508 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $16,706,881 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $31,403,384 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-39,254 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $18,159,351 |
| 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 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-12-31 | 301413443 |
| Total income from all sources (including contributions) | 2023-01-01 | $57,397,384 |
| Total of all expenses incurred | 2023-01-01 | $18,278,110 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $18,159,351 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $49,214 |
| Value of total corrective distributions | 2023-01-01 | $7,139 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $18,865,549 |
| Value of total assets at end of year | 2023-01-01 | $248,822,103 |
| Value of total assets at beginning of year | 2023-01-01 | $209,702,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $62,406 |
| Total interest from all sources | 2023-01-01 | $765,841 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $6,144,058 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $6,144,058 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $17,466,541 |
| Participant contributions at end of year | 2023-01-01 | $3,344,988 |
| Participant contributions at beginning of year | 2023-01-01 | $2,841,127 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,399,008 |
| Other income not declared elsewhere | 2023-01-01 | $257,806 |
| Administrative expenses (other) incurred | 2023-01-01 | $19,554 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $39,119,274 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $248,822,103 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $209,702,829 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $226,714,199 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $185,885,253 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $250,898 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $288,077 |
| Interest on participant loans | 2023-01-01 | $120,736 |
| Interest earned on other investments | 2023-01-01 | $449,549 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $4,452,510 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $195,556 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $14,059,508 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $16,706,881 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $31,403,384 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-39,254 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $18,159,351 |
| 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 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-01-01 | 301413443 |
| 2022 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-23,068,059 |
| Total of all expenses incurred | 2022-12-31 | $13,860,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,772,671 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,280 |
| Value of total corrective distributions | 2022-12-31 | $58,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,629,217 |
| Value of total assets at end of year | 2022-12-31 | $209,702,829 |
| Value of total assets at beginning of year | 2022-12-31 | $246,631,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,741 |
| Total interest from all sources | 2022-12-31 | $647,482 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $15,547,742 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $15,547,742 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $16,119,744 |
| Participant contributions at end of year | 2022-12-31 | $2,841,127 |
| Participant contributions at beginning of year | 2022-12-31 | $2,739,752 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,509,473 |
| Other income not declared elsewhere | 2022-12-31 | $245,394 |
| Administrative expenses (other) incurred | 2022-12-31 | $27,741 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-36,928,337 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $209,702,829 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $246,631,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $185,885,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $223,157,522 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $288,077 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $293,497 |
| Interest on participant loans | 2022-12-31 | $118,097 |
| Interest earned on other investments | 2022-12-31 | $475,876 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,981,491 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,856,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,856,964 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $53,509 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $16,706,881 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $16,583,431 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $103,402 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-57,162,593 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $24,699 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,669,269 |
| 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 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total income from all sources (including contributions) | 2022-01-01 | $-23,068,059 |
| Total of all expenses incurred | 2022-01-01 | $13,860,278 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $13,772,671 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,280 |
| Value of total corrective distributions | 2022-01-01 | $58,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $17,629,217 |
| Value of total assets at end of year | 2022-01-01 | $209,702,829 |
| Value of total assets at beginning of year | 2022-01-01 | $246,631,166 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $27,741 |
| Total interest from all sources | 2022-01-01 | $647,482 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $15,547,742 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $15,547,742 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $16,119,744 |
| Participant contributions at end of year | 2022-01-01 | $2,841,127 |
| Participant contributions at beginning of year | 2022-01-01 | $2,739,752 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,509,473 |
| Other income not declared elsewhere | 2022-01-01 | $245,394 |
| Administrative expenses (other) incurred | 2022-01-01 | $27,741 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-36,928,337 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $209,702,829 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $246,631,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $185,885,253 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $223,157,522 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $288,077 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $293,497 |
| Interest on participant loans | 2022-01-01 | $118,097 |
| Interest earned on other investments | 2022-01-01 | $475,876 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $3,981,491 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $53,509 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $16,706,881 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $16,583,431 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $103,402 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-57,162,593 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $24,699 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $13,669,269 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $8,517,665 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $8,517,665 |
| Total income from all sources (including contributions) | 2021-12-31 | $46,902,251 |
| Total of all expenses incurred | 2021-12-31 | $16,827,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $16,776,014 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $5,659 |
| Value of total corrective distributions | 2021-12-31 | $-17,940 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,164,414 |
| Value of total assets at end of year | 2021-12-31 | $246,631,166 |
| Value of total assets at beginning of year | 2021-12-31 | $216,556,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $63,976 |
| Total interest from all sources | 2021-12-31 | $397,852 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $19,580,694 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $19,580,694 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $15,312,344 |
| Participant contributions at end of year | 2021-12-31 | $2,739,752 |
| Participant contributions at beginning of year | 2021-12-31 | $2,923,105 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $852,070 |
| Other income not declared elsewhere | 2021-12-31 | $241,292 |
| Administrative expenses (other) incurred | 2021-12-31 | $63,976 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $30,074,542 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $246,631,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $216,556,624 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $223,157,522 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $191,972,114 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $293,497 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $242,416 |
| Interest on participant loans | 2021-12-31 | $128,244 |
| Interest earned on other investments | 2021-12-31 | $269,191 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,856,964 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,877,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,877,258 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $417 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $16,583,431 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $17,541,731 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,000,334 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $16,776,014 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
| 2020 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $18,866,909 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $18,866,909 |
| Total income from all sources (including contributions) | 2020-12-31 | $45,976,468 |
| Total of all expenses incurred | 2020-12-31 | $14,532,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,477,304 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $26,896 |
| Value of total corrective distributions | 2020-12-31 | $560 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,277,561 |
| Value of total assets at end of year | 2020-12-31 | $216,556,624 |
| Value of total assets at beginning of year | 2020-12-31 | $185,112,977 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $28,061 |
| Total interest from all sources | 2020-12-31 | $470,570 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,516,359 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $9,516,359 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $14,289,107 |
| Participant contributions at end of year | 2020-12-31 | $2,923,105 |
| Participant contributions at beginning of year | 2020-12-31 | $3,057,655 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $6,619,233 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,988,454 |
| Other income not declared elsewhere | 2020-12-31 | $182,811 |
| Administrative expenses (other) incurred | 2020-12-31 | $28,061 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $31,443,647 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $216,556,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $185,112,977 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $191,972,114 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $156,853,423 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $242,416 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $259,417 |
| Interest on participant loans | 2020-12-31 | $114,259 |
| Interest earned on other investments | 2020-12-31 | $346,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,877,258 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,336,781 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,336,781 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $9,766 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $17,541,731 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $15,986,468 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $662,258 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,477,304 |
| 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 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-12-31 | 390859910 |
| 2019 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $19,154,876 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $19,154,876 |
| Total income from all sources (including contributions) | 2019-12-31 | $47,576,902 |
| Total of all expenses incurred | 2019-12-31 | $11,217,990 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,120,538 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $68,176 |
| Value of total corrective distributions | 2019-12-31 | $1,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $15,933,085 |
| Value of total assets at end of year | 2019-12-31 | $185,112,977 |
| Value of total assets at beginning of year | 2019-12-31 | $148,754,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,205 |
| Total interest from all sources | 2019-12-31 | $456,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,016,720 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,016,720 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $11,714,287 |
| Participant contributions at end of year | 2019-12-31 | $3,057,655 |
| Participant contributions at beginning of year | 2019-12-31 | $2,548,100 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,619,233 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $5,382,201 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,218,798 |
| Other income not declared elsewhere | 2019-12-31 | $143,279 |
| Administrative expenses (other) incurred | 2019-12-31 | $28,205 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $36,358,912 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $185,112,977 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $148,754,065 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $156,853,423 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $122,318,271 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $259,417 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $299,893 |
| Interest on participant loans | 2019-12-31 | $111,308 |
| Interest earned on other investments | 2019-12-31 | $286,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,336,781 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,914,519 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,914,519 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $58,452 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $15,986,468 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $15,291,081 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,872,544 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,120,538 |
| 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 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2019-12-31 | 390859910 |
| 2018 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $-4,773,203 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-4,773,203 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,805,374 |
| Total of all expenses incurred | 2018-12-31 | $15,840,283 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,780,208 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $23,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,837,895 |
| Value of total assets at end of year | 2018-12-31 | $148,754,065 |
| Value of total assets at beginning of year | 2018-12-31 | $161,788,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $36,118 |
| Total interest from all sources | 2018-12-31 | $387,621 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,283,631 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $8,283,631 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $10,350,380 |
| Participant contributions at end of year | 2018-12-31 | $2,548,100 |
| Participant contributions at beginning of year | 2018-12-31 | $2,193,882 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $5,382,201 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $6,319,975 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $487,515 |
| Other income not declared elsewhere | 2018-12-31 | $138,535 |
| Administrative expenses (other) incurred | 2018-12-31 | $36,118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-13,034,909 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $148,754,065 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $161,788,974 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $122,318,271 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $129,096,183 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $299,893 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $7,725,945 |
| Interest on participant loans | 2018-12-31 | $97,307 |
| Interest earned on other investments | 2018-12-31 | $253,526 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,914,519 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,672,085 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,672,085 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $36,788 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $15,291,081 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $14,780,904 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-12,069,105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,780,208 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2018-12-31 | 390855910 |
| 2017 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $9,199,333 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $9,199,333 |
| Total income from all sources (including contributions) | 2017-12-31 | $35,332,533 |
| Total of all expenses incurred | 2017-12-31 | $9,438,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,398,904 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,941,180 |
| Value of total assets at end of year | 2017-12-31 | $161,788,974 |
| Value of total assets at beginning of year | 2017-12-31 | $135,894,914 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,569 |
| Total interest from all sources | 2017-12-31 | $358,862 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,904,054 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $6,904,054 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $10,237,635 |
| Participant contributions at end of year | 2017-12-31 | $2,193,882 |
| Participant contributions at beginning of year | 2017-12-31 | $2,039,602 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $6,319,975 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $4,730,994 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $703,545 |
| Other income not declared elsewhere | 2017-12-31 | $126,896 |
| Administrative expenses (other) incurred | 2017-12-31 | $39,569 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $25,894,060 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $161,788,974 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $135,894,914 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $129,096,183 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $105,847,687 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $7,725,945 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $6,614,156 |
| Interest on participant loans | 2017-12-31 | $101,953 |
| Interest earned on other investments | 2017-12-31 | $245,378 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,672,085 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,596,074 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,596,074 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $11,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $14,780,904 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $15,066,401 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,802,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,398,904 |
| 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 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2017-12-31 | 390859910 |
| 2016 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $4,233,009 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $4,233,009 |
| Total income from all sources (including contributions) | 2016-12-31 | $20,386,349 |
| Total of all expenses incurred | 2016-12-31 | $8,476,379 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,457,420 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,878,173 |
| Value of total assets at end of year | 2016-12-31 | $135,894,914 |
| Value of total assets at beginning of year | 2016-12-31 | $123,984,944 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,959 |
| Total interest from all sources | 2016-12-31 | $599,297 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,556,402 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,556,402 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $9,836,920 |
| Participant contributions at end of year | 2016-12-31 | $2,039,602 |
| Participant contributions at beginning of year | 2016-12-31 | $1,917,040 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $4,730,994 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $4,937,628 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,041,253 |
| Other income not declared elsewhere | 2016-12-31 | $119,468 |
| Administrative expenses (other) incurred | 2016-12-31 | $18,959 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $11,909,970 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $135,894,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $123,984,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $105,847,687 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $101,041,255 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $6,614,156 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $437,560 |
| Interest on participant loans | 2016-12-31 | $119,961 |
| Interest earned on other investments | 2016-12-31 | $478,534 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,596,074 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,818,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,818,258 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $802 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $15,066,401 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $13,833,203 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,457,420 |
| 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 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2016-12-31 | 390859910 |
| 2015 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $12,437,991 |
| Total of all expenses incurred | 2015-12-31 | $11,381,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,260,793 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $65,434 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,083,775 |
| Value of total assets at end of year | 2015-12-31 | $123,984,944 |
| Value of total assets at beginning of year | 2015-12-31 | $122,928,312 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $55,132 |
| Total interest from all sources | 2015-12-31 | $479,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,023,889 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $5,023,889 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $9,522,211 |
| Participant contributions at end of year | 2015-12-31 | $1,917,040 |
| Participant contributions at beginning of year | 2015-12-31 | $1,714,826 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $4,937,628 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $561,564 |
| Other income not declared elsewhere | 2015-12-31 | $163,356 |
| Administrative expenses (other) incurred | 2015-12-31 | $55,132 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,056,632 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $123,984,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $122,928,312 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $101,041,255 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $105,485,298 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $437,560 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $444,952 |
| Interest on participant loans | 2015-12-31 | $60,005 |
| Interest earned on other investments | 2015-12-31 | $419,152 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,818,258 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,150,792 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,150,792 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $187 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $13,833,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $13,132,444 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,348,612 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $36,239 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,260,793 |
| 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 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2015-12-31 | 111986323 |
| 2014 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $18,051,676 |
| Total of all expenses incurred | 2014-12-31 | $8,010,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,885,938 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $89,097 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $9,659,353 |
| Value of total assets at end of year | 2014-12-31 | $122,928,312 |
| Value of total assets at beginning of year | 2014-12-31 | $112,887,574 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $35,903 |
| Total interest from all sources | 2014-12-31 | $493,685 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $7,599,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $7,599,901 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $8,804,014 |
| Participant contributions at end of year | 2014-12-31 | $1,714,826 |
| Participant contributions at beginning of year | 2014-12-31 | $1,446,799 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $349,601 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $855,339 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,151 |
| Other income not declared elsewhere | 2014-12-31 | $188,381 |
| Administrative expenses (other) incurred | 2014-12-31 | $35,903 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $10,040,738 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $122,928,312 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $112,887,574 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $105,485,298 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $95,264,054 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $444,952 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $302,716 |
| Interest on participant loans | 2014-12-31 | $56,101 |
| Interest earned on other investments | 2014-12-31 | $437,367 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,150,792 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,032,385 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,032,385 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $217 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $13,132,444 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $13,490,868 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $63,259 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $47,097 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,885,938 |
| 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 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2014-12-31 | 111986323 |
| 2013 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,943 |
| Total income from all sources (including contributions) | 2013-12-31 | $27,599,502 |
| Total of all expenses incurred | 2013-12-31 | $6,062,367 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,032,000 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,195 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,908,421 |
| Value of total assets at end of year | 2013-12-31 | $112,887,574 |
| Value of total assets at beginning of year | 2013-12-31 | $91,352,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $19,172 |
| Total interest from all sources | 2013-12-31 | $470,034 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,197,413 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,197,413 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $8,574,557 |
| Participant contributions at end of year | 2013-12-31 | $1,446,799 |
| Participant contributions at beginning of year | 2013-12-31 | $1,040,726 |
| Participant contributions at end of year | 2013-12-31 | $349,601 |
| Participant contributions at beginning of year | 2013-12-31 | $326,006 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,333,864 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,151 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $568 |
| Administrative expenses (other) incurred | 2013-12-31 | $19,172 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,943 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $21,537,135 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $112,887,574 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $91,350,439 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $95,264,054 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $75,102,803 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $302,716 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $280,010 |
| Interest on participant loans | 2013-12-31 | $46,800 |
| Interest earned on other investments | 2013-12-31 | $423,007 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,032,385 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,375,730 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,375,730 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $227 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $13,490,868 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $12,226,539 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $13,996,673 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $26,961 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,032,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2013-12-31 | 111986323 |
| 2012 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,943 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,993 |
| Total income from all sources (including contributions) | 2012-12-31 | $18,474,010 |
| Total of all expenses incurred | 2012-12-31 | $5,592,867 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,558,916 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $17,743 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,048,220 |
| Value of total assets at end of year | 2012-12-31 | $91,352,382 |
| Value of total assets at beginning of year | 2012-12-31 | $78,475,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $16,208 |
| Total interest from all sources | 2012-12-31 | $439,864 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,075,425 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,075,425 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $8,254,899 |
| Participant contributions at end of year | 2012-12-31 | $1,040,726 |
| Participant contributions at beginning of year | 2012-12-31 | $787,193 |
| Participant contributions at end of year | 2012-12-31 | $326,006 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $793,321 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $568 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $28 |
| Administrative expenses (other) incurred | 2012-12-31 | $16,208 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,943 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $5,993 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $12,881,143 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $91,350,439 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $78,469,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $75,102,803 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $63,224,266 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $280,010 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $254,052 |
| Interest on participant loans | 2012-12-31 | $33,562 |
| Interest earned on other investments | 2012-12-31 | $405,848 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,375,730 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,717,787 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,717,787 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $454 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $12,226,539 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $11,491,963 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,884,970 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $25,531 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,558,916 |
| 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 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2012-12-31 | 111986323 |
| 2011 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,993 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $185 |
| Total income from all sources (including contributions) | 2011-12-31 | $8,168,526 |
| Total of all expenses incurred | 2011-12-31 | $3,762,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,747,494 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $9,600,110 |
| Value of total assets at end of year | 2011-12-31 | $78,475,289 |
| Value of total assets at beginning of year | 2011-12-31 | $74,063,387 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,938 |
| Total interest from all sources | 2011-12-31 | $413,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,603,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,603,792 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $7,731,001 |
| Participant contributions at end of year | 2011-12-31 | $787,193 |
| Participant contributions at beginning of year | 2011-12-31 | $605,935 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,869,109 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $28 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $87 |
| Administrative expenses (other) incurred | 2011-12-31 | $14,938 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $5,993 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $185 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $4,406,094 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $78,469,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $74,063,202 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $63,224,266 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $60,863,829 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $254,052 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $240,506 |
| Interest on participant loans | 2011-12-31 | $30,926 |
| Interest earned on other investments | 2011-12-31 | $381,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,717,787 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,863,791 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,863,791 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $307 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $11,491,963 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $10,489,239 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,478,524 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $29,982 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,747,494 |
| 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 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2011-12-31 | 111986323 |
| 2010 : BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $10,685 |
| Total transfer of assets from this plan | 2010-12-31 | $103,016 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $185 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $101 |
| Total income from all sources (including contributions) | 2010-12-31 | $16,571,732 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $3,032,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,011,300 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $11,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,409,641 |
| Value of total assets at end of year | 2010-12-31 | $74,063,387 |
| Value of total assets at beginning of year | 2010-12-31 | $60,616,897 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,467 |
| Total interest from all sources | 2010-12-31 | $195,688 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,030,201 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,030,201 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $7,565,264 |
| Participant contributions at end of year | 2010-12-31 | $605,935 |
| Participant contributions at beginning of year | 2010-12-31 | $456,602 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $844,377 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $87 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,078 |
| Other income not declared elsewhere | 2010-12-31 | $156,702 |
| Administrative expenses (other) incurred | 2010-12-31 | $10,467 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $185 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $101 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $13,538,737 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $74,063,202 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $60,616,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $60,863,829 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $53,949,122 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $240,506 |
| Interest on participant loans | 2010-12-31 | $25,083 |
| Interest earned on other investments | 2010-12-31 | $169,548 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,863,791 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,185,875 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,185,875 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,057 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $10,489,239 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,019,220 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,751,884 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $27,616 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,011,300 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2010-12-31 | 111986323 |
