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THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 401k Plan overview

Plan NameTHE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN
Plan identification number 001

THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE CHARLOTTE HUNGERFORD HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:THE CHARLOTTE HUNGERFORD HOSPITAL
Employer identification number (EIN):060646678
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01BRIAN MATTIELLO
0012015-01-01BRIAN MATTIELLO
0012014-01-01BRIAN MATTIELLO
0012013-01-01BRIAN MATTIELLO
0012012-01-01NANCY MARTONE
0012011-01-01NANCY MARTONE
0012010-01-01R. JAMES ELLIOTT
0012009-01-01R. JAMES ELLIOTT

Plan Statistics for THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN

401k plan membership statisitcs for THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2018: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-09-3097,665,156
Acturial value of plan assets2018-09-3092,573,190
Funding target for retired participants and beneficiaries receiving payment2018-09-3052,087,384
Number of terminated vested participants2018-09-30467
Fundng target for terminated vested participants2018-09-3021,164,843
Active participant vested funding target2018-09-3033,147,424
Number of active participants2018-09-30396
Total funding liabilities for active participants2018-09-3033,353,726
Total participant count2018-09-301,414
Total funding target for all participants2018-09-30106,605,953
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-301,503,535
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-301,503,535
Present value of excess contributions2018-09-3015,548
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3016,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-301,738,237
Total employer contributions2018-09-302,397,333
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-302,349,088
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30290,000
Net shortfall amortization installment of oustanding balance2018-09-3015,771,000
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-301,842,175
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-301,842,175
Contributions allocatedtoward minimum required contributions for current year2018-09-302,349,088
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
Total participants, beginning-of-year2018-01-011,414
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
2017: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3187,432,815
Acturial value of plan assets2017-12-3189,487,943
Funding target for retired participants and beneficiaries receiving payment2017-12-3144,850,801
Number of terminated vested participants2017-12-31485
Fundng target for terminated vested participants2017-12-3121,807,509
Active participant vested funding target2017-12-3136,297,530
Number of active participants2017-12-31439
Total funding liabilities for active participants2017-12-3136,379,242
Total participant count2017-12-311,428
Total funding target for all participants2017-12-31103,037,552
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,688,158
Prefunding balanced used to offset prior years funding requirement2017-12-31272,000
Amount remaining of prefunding balance2017-12-311,416,158
Present value of excess contributions2017-12-311,190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,263
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of prefunding at beginning of current year2017-12-311,503,535
Total employer contributions2017-12-312,896,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,815,100
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Minimum required contributions for current year target normal cost2017-12-311,000,000
Net shortfall amortization installment of oustanding balance2017-12-3115,053,144
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,799,552
Additional cash requirement2017-12-312,799,552
Contributions allocatedtoward minimum required contributions for current year2017-12-312,815,100
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,428
Total number of active participants reported on line 7a of the Form 55002017-01-01396
Number of retired or separated participants receiving benefits2017-01-01530
Number of other retired or separated participants entitled to future benefits2017-01-01464
Total of all active and inactive participants2017-01-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-011,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3185,621,206
Acturial value of plan assets2016-12-3188,956,863
Funding target for retired participants and beneficiaries receiving payment2016-12-3141,464,891
Number of terminated vested participants2016-12-31488
Fundng target for terminated vested participants2016-12-3121,455,416
Active participant vested funding target2016-12-3135,471,913
Number of active participants2016-12-31474
Total funding liabilities for active participants2016-12-3135,554,553
Total participant count2016-12-311,445
Total funding target for all participants2016-12-3198,474,860
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,587,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,688,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,688,158
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,688,158
Total employer contributions2016-12-311,931,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,880,396
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,050,000
Net shortfall amortization installment of oustanding balance2016-12-3111,206,155
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,151,206
Prefunding balance elected to use to offset funding requirement2016-12-31272,000
Additional cash requirement2016-12-311,879,206
Contributions allocatedtoward minimum required contributions for current year2016-12-311,880,396
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,445
Total number of active participants reported on line 7a of the Form 55002016-01-01439
Number of retired or separated participants receiving benefits2016-01-01485
Number of other retired or separated participants entitled to future benefits2016-01-01482
Total of all active and inactive participants2016-01-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,460
Total number of active participants reported on line 7a of the Form 55002015-01-01474
Number of retired or separated participants receiving benefits2015-01-01463
Number of other retired or separated participants entitled to future benefits2015-01-01485
Total of all active and inactive participants2015-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,488
Total number of active participants reported on line 7a of the Form 55002014-01-01522
Number of retired or separated participants receiving benefits2014-01-01433
Number of other retired or separated participants entitled to future benefits2014-01-01482
Total of all active and inactive participants2014-01-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-011,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,524
Total number of active participants reported on line 7a of the Form 55002013-01-01597
Number of retired or separated participants receiving benefits2013-01-01406
Number of other retired or separated participants entitled to future benefits2013-01-01463
Total of all active and inactive participants2013-01-011,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-011,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,552
Total number of active participants reported on line 7a of the Form 55002012-01-01647
Number of retired or separated participants receiving benefits2012-01-01388
Number of other retired or separated participants entitled to future benefits2012-01-01467
Total of all active and inactive participants2012-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,511
Total number of active participants reported on line 7a of the Form 55002011-01-01715
Number of retired or separated participants receiving benefits2011-01-01354
Number of other retired or separated participants entitled to future benefits2011-01-01464
Total of all active and inactive participants2011-01-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-011,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,472
Total number of active participants reported on line 7a of the Form 55002010-01-01716
Number of retired or separated participants receiving benefits2010-01-01331
Number of other retired or separated participants entitled to future benefits2010-01-01445
Total of all active and inactive participants2010-01-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0119
Total participants2010-01-011,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,454
Total number of active participants reported on line 7a of the Form 55002009-01-01691
Number of retired or separated participants receiving benefits2009-01-01314
Number of other retired or separated participants entitled to future benefits2009-01-01449
Total of all active and inactive participants2009-01-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN

Measure Date Value
2018 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$1,650,858
Total unrealized appreciation/depreciation of assets2018-09-30$1,650,858
Total transfer of assets from this plan2018-09-30$97,611,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$99,502
Total income from all sources (including contributions)2018-09-30$5,313,600
Total of all expenses incurred2018-09-30$5,290,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$3,995,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,397,333
Value of total assets at end of year2018-09-30$0
Value of total assets at beginning of year2018-09-30$97,687,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,294,073
Total interest from all sources2018-09-30$521,855
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$743,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-09-30$0
Administrative expenses professional fees incurred2018-09-30$152,959
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-09-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$0
Amount contributed by the employer to the plan for this plan year2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Assets. Other investments not covered elsewhere at end of year2018-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$21,319,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$192,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$99,502
Administrative expenses (other) incurred2018-09-30$844,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$23,563
Value of net assets at end of year (total assets less liabilities)2018-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$97,588,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$296,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,166,507
Interest earned on other investments2018-09-30$521,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$4,966,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$4,966,550
Asset value of US Government securities at end of year2018-09-30$0
Asset value of US Government securities at beginning of year2018-09-30$6,059,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,397,333
Income. Dividends from common stock2018-09-30$743,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$3,995,964
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$5,985,949
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$4,358,868
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$52,638,794
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2018-09-30061648707
2017 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,748,678
Total unrealized appreciation/depreciation of assets2017-12-31$10,748,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$99,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,080
Total income from all sources (including contributions)2017-12-31$16,425,480
Total loss/gain on sale of assets2017-12-31$915,140
Total of all expenses incurred2017-12-31$6,270,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,842,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,896,000
Value of total assets at end of year2017-12-31$97,687,575
Value of total assets at beginning of year2017-12-31$87,443,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,427,318
Total interest from all sources2017-12-31$462,867
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$974,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$67,246
Administrative expenses professional fees incurred2017-12-31$70,567
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$21,319,588
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$19,713,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$192,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$173,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$99,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,080
Other income not declared elsewhere2017-12-31$418,387
Administrative expenses (other) incurred2017-12-31$1,036,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,155,258
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,588,073
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$87,432,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$320,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,166,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,653,742
Interest earned on other investments2017-12-31$29,616
Income. Interest from US Government securities2017-12-31$104,391
Income. Interest from corporate debt instruments2017-12-31$299,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,966,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,724,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,724,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29,300
Asset value of US Government securities at end of year2017-12-31$6,059,157
Asset value of US Government securities at beginning of year2017-12-31$3,343,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,896,000
Income. Dividends from common stock2017-12-31$907,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,842,904
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$5,985,949
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,685,595
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,358,868
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,479,333
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$52,638,794
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$44,670,036
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$47,730,389
Aggregate carrying amount (costs) on sale of assets2017-12-31$46,815,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2017-12-31061648707
2016 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,831,591
Total unrealized appreciation/depreciation of assets2016-12-31$3,831,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,605
Total income from all sources (including contributions)2016-12-31$7,531,073
Total loss/gain on sale of assets2016-12-31$-253,720
Total of all expenses incurred2016-12-31$5,719,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,387,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,931,000
Value of total assets at end of year2016-12-31$87,443,895
Value of total assets at beginning of year2016-12-31$85,638,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,331,672
Total interest from all sources2016-12-31$403,242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$938,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$69,047
Administrative expenses professional fees incurred2016-12-31$101,273
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$19,713,312
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$21,723,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$173,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$174,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,605
Other income not declared elsewhere2016-12-31$569,606
Administrative expenses (other) incurred2016-12-31$814,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,811,609
Value of net assets at end of year (total assets less liabilities)2016-12-31$87,432,815
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,621,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$298,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,653,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,546,738
Interest earned on other investments2016-12-31$30,476
Income. Interest from US Government securities2016-12-31$43,702
Income. Interest from corporate debt instruments2016-12-31$319,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,724,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,653,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,653,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,601
Asset value of US Government securities at end of year2016-12-31$3,343,657
Asset value of US Government securities at beginning of year2016-12-31$1,226,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$110,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,931,000
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$869,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,387,792
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$6,685,595
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$8,497,693
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,479,333
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,062,895
Contract administrator fees2016-12-31$117,034
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$44,670,036
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$42,753,716
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$39,327,245
Aggregate carrying amount (costs) on sale of assets2016-12-31$39,580,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-876,370
Total unrealized appreciation/depreciation of assets2015-12-31$-876,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,764,447
Total loss/gain on sale of assets2015-12-31$-293,286
Total of all expenses incurred2015-12-31$5,288,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,102,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,127,000
Value of total assets at end of year2015-12-31$85,638,811
Value of total assets at beginning of year2015-12-31$87,145,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,185,992
Total interest from all sources2015-12-31$390,018
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$921,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$125,882
Administrative expenses professional fees incurred2015-12-31$89,871
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$21,723,222
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25,789,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$174,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$144,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$571,258
Administrative expenses (other) incurred2015-12-31$693,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,523,955
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,621,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$87,145,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$277,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,546,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,275,104
Interest earned on other investments2015-12-31$30,381
Income. Interest from US Government securities2015-12-31$13,997
Income. Interest from corporate debt instruments2015-12-31$345,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,653,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,138,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,138,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$223
Asset value of US Government securities at end of year2015-12-31$1,226,918
Asset value of US Government securities at beginning of year2015-12-31$259,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-75,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,127,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$200,000
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$795,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,102,410
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$8,497,693
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$8,826,702
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,062,895
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,598,463
Contract administrator fees2015-12-31$124,584
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$42,753,716
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$37,913,084
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$56,467,740
Aggregate carrying amount (costs) on sale of assets2015-12-31$56,761,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH, LLP
Accountancy firm EIN2015-12-31350921680
2014 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,599,546
Total unrealized appreciation/depreciation of assets2014-12-31$4,599,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,822,640
Total loss/gain on sale of assets2014-12-31$32,875
Total of all expenses incurred2014-12-31$4,671,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,744,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,325,000
Value of total assets at end of year2014-12-31$87,145,161
Value of total assets at beginning of year2014-12-31$81,993,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$926,226
Total interest from all sources2014-12-31$365,958
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$772,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$72,979
Administrative expenses professional fees incurred2014-12-31$90,975
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$222,817
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$25,789,953
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$24,852,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$144,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$140,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$641,369
Administrative expenses (other) incurred2014-12-31$442,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,151,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$87,145,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,993,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$126,000
Investment advisory and management fees2014-12-31$256,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,275,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,771,152
Interest earned on other investments2014-12-31$30,738
Income. Interest from US Government securities2014-12-31$16,824
Income. Interest from corporate debt instruments2014-12-31$318,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,138,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,059,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,059,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$100
Asset value of US Government securities at end of year2014-12-31$259,265
Asset value of US Government securities at beginning of year2014-12-31$769,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$85,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,325,000
Employer contributions (assets) at end of year2014-12-31$200,000
Employer contributions (assets) at beginning of year2014-12-31$905,000
Income. Dividends from preferred stock2014-12-31$4,180
Income. Dividends from common stock2014-12-31$695,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,744,899
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$8,826,702
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$8,229,964
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,598,463
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,654,616
Contract administrator fees2014-12-31$137,091
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$37,913,084
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$35,262,048
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$36,659,016
Aggregate carrying amount (costs) on sale of assets2014-12-31$36,626,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2014-12-31061533253
2013 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,319,732
Total unrealized appreciation/depreciation of assets2013-12-31$9,319,732
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$62,424
Total income from all sources (including contributions)2013-12-31$17,266,252
Total loss/gain on sale of assets2013-12-31$371,846
Total of all expenses incurred2013-12-31$4,362,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,531,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,998,819
Value of total assets at end of year2013-12-31$81,993,646
Value of total assets at beginning of year2013-12-31$69,152,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$830,990
Total interest from all sources2013-12-31$340,258
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$694,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$52,237
Administrative expenses professional fees incurred2013-12-31$107,676
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$222,817
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$234,735
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$24,852,326
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,727,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$140,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$143,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$62,424
Other income not declared elsewhere2013-12-31$471,013
Administrative expenses (other) incurred2013-12-31$386,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,903,678
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,993,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,089,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$126,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$218,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,771,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,736,343
Interest earned on other investments2013-12-31$32,388
Income. Interest from US Government securities2013-12-31$23,210
Income. Interest from corporate debt instruments2013-12-31$284,499
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$5,471,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,059,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,652,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,652,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$161
Asset value of US Government securities at end of year2013-12-31$769,392
Asset value of US Government securities at beginning of year2013-12-31$807,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,132,504
Net investment gain or loss from common/collective trusts2013-12-31$-62,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,998,819
Employer contributions (assets) at end of year2013-12-31$905,000
Employer contributions (assets) at beginning of year2013-12-31$2,600,000
Income. Dividends from preferred stock2013-12-31$14,266
Income. Dividends from common stock2013-12-31$628,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,531,584
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$8,229,964
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$6,319,458
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,654,616
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,123,486
Contract administrator fees2013-12-31$118,295
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$35,262,048
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$26,335,679
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$43,821,332
Aggregate carrying amount (costs) on sale of assets2013-12-31$43,449,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2013-12-31061533253
2012 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,120,560
Total unrealized appreciation/depreciation of assets2012-12-31$4,120,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$15,949,785
Total loss/gain on sale of assets2012-12-31$304,158
Total of all expenses incurred2012-12-31$3,753,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,050,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,563,276
Value of total assets at end of year2012-12-31$69,152,392
Value of total assets at beginning of year2012-12-31$56,893,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$703,047
Total interest from all sources2012-12-31$346,237
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$674,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$76,814
Administrative expenses professional fees incurred2012-12-31$99,203
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$234,735
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$238,682
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,727,753
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$12,898,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$143,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$243,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$62,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$325,698
Administrative expenses (other) incurred2012-12-31$416,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,196,206
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,089,968
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,893,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$187,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,736,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,730,645
Interest earned on other investments2012-12-31$39,514
Income. Interest from US Government securities2012-12-31$26,662
Income. Interest from corporate debt instruments2012-12-31$279,943
Value of interest in common/collective trusts at end of year2012-12-31$5,471,055
Value of interest in common/collective trusts at beginning of year2012-12-31$4,562,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,652,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,548,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,548,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$118
Asset value of US Government securities at end of year2012-12-31$807,434
Asset value of US Government securities at beginning of year2012-12-31$843,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$344,894
Net investment gain or loss from common/collective trusts2012-12-31$270,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,563,276
Employer contributions (assets) at end of year2012-12-31$2,600,000
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$14,197
Income. Dividends from common stock2012-12-31$583,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,050,532
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$6,319,458
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,802,286
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,123,486
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,301,918
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$26,335,679
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$23,723,955
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$27,957,598
Aggregate carrying amount (costs) on sale of assets2012-12-31$27,653,440
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2012-12-31061533253
2011 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-877,403
Total unrealized appreciation/depreciation of assets2011-12-31$-877,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$198,947
Total income from all sources (including contributions)2011-12-31$5,556,600
Total loss/gain on sale of assets2011-12-31$-619,040
Total of all expenses incurred2011-12-31$3,164,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,656,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,816,758
Value of total assets at end of year2011-12-31$56,893,762
Value of total assets at beginning of year2011-12-31$54,700,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$507,250
Total interest from all sources2011-12-31$365,728
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$522,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$39,200
Administrative expenses professional fees incurred2011-12-31$37,867
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$238,682
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$234,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$12,898,760
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$7,367,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$243,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$350,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$198,947
Other income not declared elsewhere2011-12-31$259,048
Administrative expenses (other) incurred2011-12-31$203,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,392,398
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,893,762
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,501,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$170,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,730,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,250,358
Interest earned on other investments2011-12-31$39,904
Income. Interest from US Government securities2011-12-31$34,058
Income. Interest from corporate debt instruments2011-12-31$291,684
Value of interest in common/collective trusts at end of year2011-12-31$4,562,415
Value of interest in common/collective trusts at beginning of year2011-12-31$4,342,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,548,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,519,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,519,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$82
Asset value of US Government securities at end of year2011-12-31$843,852
Asset value of US Government securities at beginning of year2011-12-31$1,004,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-169,163
Net investment gain or loss from common/collective trusts2011-12-31$258,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,816,758
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$14,128
Income. Dividends from common stock2011-12-31$469,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,656,952
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,802,286
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$5,459,748
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,301,918
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$730,630
Contract administrator fees2011-12-31$95,312
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$23,723,955
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$28,440,010
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$51,245,332
Aggregate carrying amount (costs) on sale of assets2011-12-31$51,864,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2011-12-31061533253
2010 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,338,632
Total unrealized appreciation/depreciation of assets2010-12-31$3,338,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$198,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$225,605
Total income from all sources (including contributions)2010-12-31$9,153,009
Total loss/gain on sale of assets2010-12-31$-92,836
Total of all expenses incurred2010-12-31$2,935,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,445,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,043,264
Value of total assets at end of year2010-12-31$54,700,311
Value of total assets at beginning of year2010-12-31$48,509,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$489,284
Total interest from all sources2010-12-31$357,828
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$556,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$62,501
Administrative expenses professional fees incurred2010-12-31$65,405
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$234,878
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$7,367,723
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,060,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$350,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$418,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$198,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$225,605
Other income not declared elsewhere2010-12-31$115,217
Administrative expenses (other) incurred2010-12-31$271,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,217,876
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,501,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,283,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$151,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,250,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,973,210
Interest earned on other investments2010-12-31$38,002
Income. Interest from US Government securities2010-12-31$43,697
Income. Interest from corporate debt instruments2010-12-31$276,063
Value of interest in common/collective trusts at end of year2010-12-31$4,342,309
Value of interest in common/collective trusts at beginning of year2010-12-31$4,313,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,519,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,661,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,661,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$66
Asset value of US Government securities at end of year2010-12-31$1,004,833
Asset value of US Government securities at beginning of year2010-12-31$1,912,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$546,833
Net investment gain or loss from common/collective trusts2010-12-31$287,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,043,264
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$14,128
Income. Dividends from common stock2010-12-31$480,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,445,849
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$5,459,748
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$730,630
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,664,887
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$28,440,010
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$24,504,233
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$40,988,386
Aggregate carrying amount (costs) on sale of assets2010-12-31$41,081,222
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2010-12-31061533253
2009 : THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN

2018: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CHARLOTTE HUNGERFORD HOSPITAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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