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JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 401k Plan overview

Plan NameJOHNSON MEMORIAL HOSPITAL 403(B) PLAN
Plan identification number 002

JOHNSON MEMORIAL HOSPITAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:JOHNSON MEMORIAL HOSPITAL
Employer identification number (EIN):060646696
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about JOHNSON MEMORIAL HOSPITAL

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 012021500155

More information about JOHNSON MEMORIAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON MEMORIAL HOSPITAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01STUART ROSENBERG2021-06-07
0022019-01-01STUART ROSENBERG2020-04-18
0022018-01-01STUART ROSENBERG2019-04-28
0022017-01-01STUART ROSENBERG
0022016-01-01STUART ROSENBERG
0022015-01-01DONNA MEGLIOLA
0022014-01-01DONNA MEGLIOLA
0022013-01-01DONNA MEGLIOLA
0022012-01-01DONNA MEGLIOLA
0022011-01-01DONNA MEGLIOLA
0022010-01-01DIANA ROSE
0022009-01-01DIANA ROSE

Plan Statistics for JOHNSON MEMORIAL HOSPITAL 403(B) PLAN

401k plan membership statisitcs for JOHNSON MEMORIAL HOSPITAL 403(B) PLAN

Measure Date Value
2017: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-0199
Total participants2017-01-0199
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01756
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01112
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01719
Total number of active participants reported on line 7a of the Form 55002015-01-01642
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01113
Total of all active and inactive participants2015-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01756
Number of participants with account balances2015-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01597
Total number of active participants reported on line 7a of the Form 55002014-01-01598
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01719
Number of participants with account balances2014-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01691
Total number of active participants reported on line 7a of the Form 55002013-01-01576
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01597
Number of participants with account balances2013-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01632
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01691
Number of participants with account balances2012-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01459
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01425
Number of participants with account balances2011-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01468
Total number of active participants reported on line 7a of the Form 55002010-01-01424
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01459
Number of participants with account balances2010-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01429
Total number of active participants reported on line 7a of the Form 55002009-01-01448
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01459
Number of participants with account balances2009-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on JOHNSON MEMORIAL HOSPITAL 403(B) PLAN

Measure Date Value
2017 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$341,992
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$729,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$729,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$2,506,394
Value of total assets at beginning of year2017-12-31$2,893,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$9,774
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$129,917
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-387,243
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,506,394
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,893,637
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,012,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,170,990
Interest earned on other investments2017-12-31$9,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$493,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$722,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$202,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$729,235
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
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 name2017-12-31WHITTLESEY PC
Accountancy firm EIN2017-12-31060903326
2016 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$-379,805
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,409,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,409,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,296
Value of total assets at end of year2016-12-31$2,893,637
Value of total assets at beginning of year2016-12-31$13,682,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$101,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$101,347
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$13,534
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$33,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-10,789,063
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,893,637
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,682,700
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,170,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,230,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$722,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,411,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-497,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,762
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$7,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,409,258
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2016-12-31060903326
2015 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$1,333,373
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,178,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,170,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,369,615
Value of total assets at end of year2015-12-31$13,682,700
Value of total assets at beginning of year2015-12-31$13,527,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,000
Total interest from all sources2015-12-31$28,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$696,470
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$696,470
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$930,584
Participant contributions at end of year2015-12-31$33,512
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$205,189
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$155,213
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,682,700
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,527,487
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
Investment advisory and management fees2015-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,230,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,120,911
Interest earned on other investments2015-12-31$28,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,411,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,406,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-761,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$233,842
Employer contributions (assets) at end of year2015-12-31$7,030
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,170,160
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2015-12-31060903326
2014 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$2,002,930
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,361,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,354,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,323,081
Value of total assets at end of year2014-12-31$13,527,487
Value of total assets at beginning of year2014-12-31$12,886,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,250
Total interest from all sources2014-12-31$55,097
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$784,113
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$784,113
Administrative expenses professional fees incurred2014-12-31$7,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$827,221
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$30,425
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$231,159
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
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$640,941
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,527,487
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,886,546
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,120,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,792,865
Interest earned on other investments2014-12-31$55,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,406,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,050,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-159,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$264,701
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$13,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,354,739
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2014-12-31060903326
2013 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$40,778
Total income from all sources (including contributions)2013-12-31$3,170,742
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$821,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$812,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,270,728
Value of total assets at end of year2013-12-31$12,886,546
Value of total assets at beginning of year2013-12-31$10,577,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,240
Total interest from all sources2013-12-31$48,549
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$710,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$710,342
Administrative expenses professional fees incurred2013-12-31$8,240
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$938,742
Participant contributions at end of year2013-12-31$30,425
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$144,379
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$40,778
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$2,349,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,886,546
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,537,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,792,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,940,694
Interest earned on other investments2013-12-31$48,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,050,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,637,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,141,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$187,607
Employer contributions (assets) at end of year2013-12-31$13,005
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$812,957
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITTLESEY & HADLEY, PC
Accountancy firm EIN2013-12-31060903326
2012 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$40,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$63,342
Total income from all sources (including contributions)2012-12-31$2,427,762
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$841,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$829,910
Value of total corrective distributions2012-12-31$3,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,401,513
Value of total assets at end of year2012-12-31$10,577,779
Value of total assets at beginning of year2012-12-31$9,014,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,085
Total interest from all sources2012-12-31$41,019
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,900
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$95,900
Administrative expenses professional fees incurred2012-12-31$8,085
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$978,460
Participant contributions at beginning of year2012-12-31$45,542
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$241,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$40,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$63,342
Total non interest bearing cash at beginning of year2012-12-31$9
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$1,585,828
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,537,001
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,951,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,940,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,254,827
Interest earned on other investments2012-12-31$41,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$532,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$532,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,637,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,164,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$889,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$181,108
Employer contributions (assets) at beginning of year2012-12-31$14,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$829,910
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAHONEY SABOL & COMPANY
Accountancy firm EIN2012-12-31061289571
2011 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,471
Total income from all sources (including contributions)2011-12-31$1,210,315
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$779,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$759,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,389,169
Value of total assets at end of year2011-12-31$9,014,515
Value of total assets at beginning of year2011-12-31$8,588,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,012
Total interest from all sources2011-12-31$38,337
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$166,238
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$166,238
Administrative expenses professional fees incurred2011-12-31$15,553
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$982,688
Participant contributions at end of year2011-12-31$45,542
Participant contributions at beginning of year2011-12-31$36,262
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$63,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$68,471
Administrative expenses (other) incurred2011-12-31$4,459
Total non interest bearing cash at end of year2011-12-31$9
Total non interest bearing cash at beginning of year2011-12-31$11
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$430,904
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,951,173
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,520,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,254,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,388,874
Interest earned on other investments2011-12-31$38,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$532,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$65,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$65,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,164,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,064,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-383,429
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$359,354
Employer contributions (assets) at end of year2011-12-31$14,566
Employer contributions (assets) at beginning of year2011-12-31$28,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$759,399
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAHONEY SABOL & COMPANY, LLP
Accountancy firm EIN2011-12-31061289571
2010 : JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,440
Total income from all sources (including contributions)2010-12-31$2,754,599
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$394,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$391,896
Value of total corrective distributions2010-12-31$1,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,989,857
Value of total assets at end of year2010-12-31$8,588,740
Value of total assets at beginning of year2010-12-31$6,186,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,534
Total interest from all sources2010-12-31$44,042
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$131,091
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$131,091
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$1,058,151
Participant contributions at end of year2010-12-31$36,262
Participant contributions at beginning of year2010-12-31$40,546
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$148,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$68,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,440
Total non interest bearing cash at end of year2010-12-31$11
Total non interest bearing cash at beginning of year2010-12-31$11
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$2,359,709
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,520,269
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,160,560
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,388,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,615,819
Interest earned on other investments2010-12-31$44,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$65,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,064,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,481,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$589,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$782,777
Employer contributions (assets) at end of year2010-12-31$28,142
Employer contributions (assets) at beginning of year2010-12-31$24,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$391,896
Contract administrator fees2010-12-31$1,534
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
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 name2010-12-31MAHONEY SOBOL & COMPANY, LLP
Accountancy firm EIN2010-12-31061289571
2009 : JOHNSON MEMORIAL HOSPITAL 403(B) 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 JOHNSON MEMORIAL HOSPITAL 403(B) PLAN

2017: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHNSON MEMORIAL HOSPITAL 403(B) 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHNSON MEMORIAL HOSPITAL 403(B) 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHNSON MEMORIAL HOSPITAL 403(B) 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHNSON MEMORIAL HOSPITAL 403(B) 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHNSON MEMORIAL HOSPITAL 403(B) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHNSON MEMORIAL HOSPITAL 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHNSON MEMORIAL HOSPITAL 403(B) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered318
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered324
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered355
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered365
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892579 - 007
Policy instance 1
Insurance contract or identification number892579 - 007
Number of Individuals Covered371
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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