?>
Logo

MIDSTATE MEDICAL CENTER RETIREMENT PLAN 401k Plan overview

Plan NameMIDSTATE MEDICAL CENTER RETIREMENT PLAN
Plan identification number 001

MIDSTATE MEDICAL CENTER 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).

401k Sponsoring company profile

MIDSTATE MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:MIDSTATE MEDICAL CENTER
Employer identification number (EIN):060646715
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDSTATE MEDICAL CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01LAPIERRE, MARK
0012013-01-01WILLIAM LOCKHART
0012012-01-01WILLIAM LOCKHART
0012011-01-01MYRA DENAPOLI
0012010-01-01MYRA DENAPOLI MYRA DENAPOLI2011-10-31
0012009-01-01MARGARET SHERWOOD MARGARET SHERWOOD2010-10-15

Plan Statistics for MIDSTATE MEDICAL CENTER RETIREMENT PLAN

401k plan membership statisitcs for MIDSTATE MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2016: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31146,782,469
Acturial value of plan assets2016-12-31155,593,563
Funding target for retired participants and beneficiaries receiving payment2016-12-3173,171,114
Number of terminated vested participants2016-12-31520
Fundng target for terminated vested participants2016-12-3124,608,753
Active participant vested funding target2016-12-3148,644,817
Number of active participants2016-12-31385
Total funding liabilities for active participants2016-12-3148,644,817
Total participant count2016-12-311,514
Total funding target for all participants2016-12-31146,424,684
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31190,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31178,706
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,126,000
Contributions allocatedtoward minimum required contributions for current year2016-12-31178,706
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,513
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 benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,529
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-01575
Number of other retired or separated participants entitled to future benefits2015-01-01519
Total of all active and inactive participants2015-01-011,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0134
Total participants2015-01-011,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,555
Total number of active participants reported on line 7a of the Form 55002014-01-01429
Number of retired or separated participants receiving benefits2014-01-01555
Number of other retired or separated participants entitled to future benefits2014-01-01514
Total of all active and inactive participants2014-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0131
Total participants2014-01-011,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,580
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-01533
Number of other retired or separated participants entitled to future benefits2013-01-01522
Total of all active and inactive participants2013-01-011,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-011,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,586
Total number of active participants reported on line 7a of the Form 55002012-01-01526
Number of retired or separated participants receiving benefits2012-01-01510
Number of other retired or separated participants entitled to future benefits2012-01-01518
Total of all active and inactive participants2012-01-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-011,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,607
Total number of active participants reported on line 7a of the Form 55002011-01-01569
Number of retired or separated participants receiving benefits2011-01-01466
Number of other retired or separated participants entitled to future benefits2011-01-01528
Total of all active and inactive participants2011-01-011,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-011,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,626
Total number of active participants reported on line 7a of the Form 55002010-01-01625
Number of retired or separated participants receiving benefits2010-01-01457
Number of other retired or separated participants entitled to future benefits2010-01-01501
Total of all active and inactive participants2010-01-011,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0124
Total participants2010-01-011,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,653
Total number of active participants reported on line 7a of the Form 55002009-01-01654
Number of retired or separated participants receiving benefits2009-01-01445
Number of other retired or separated participants entitled to future benefits2009-01-01501
Total of all active and inactive participants2009-01-011,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0126
Total participants2009-01-011,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MIDSTATE MEDICAL CENTER RETIREMENT PLAN

Measure Date Value
2016 : MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$148,580,758
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$646,419
Total income from all sources (including contributions)2016-12-31$9,421,205
Total of all expenses incurred2016-12-31$6,976,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,960,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$190,000
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$146,782,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,867
Total interest from all sources2016-12-31$148
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$15,867
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$646,419
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$2,444,707
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$146,136,051
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 master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$146,206,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$575,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$575,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$148
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$190,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,960,631
Did the plan have assets held for investment2016-12-31No
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 PBGC2016-12-31Yes
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 name2016-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2016-12-31061648707
2015 : MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$646,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$424,686
Total income from all sources (including contributions)2015-12-31$-1,658,015
Total of all expenses incurred2015-12-31$7,198,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,654,470
Value of total assets at end of year2015-12-31$146,782,470
Value of total assets at beginning of year2015-12-31$155,417,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$544,421
Total interest from all sources2015-12-31$131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$20,492
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$523,929
Liabilities. Value of operating payables at end of year2015-12-31$646,419
Liabilities. Value of operating payables at beginning of year2015-12-31$424,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,856,906
Value of net assets at end of year (total assets less liabilities)2015-12-31$146,136,051
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$154,992,957
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
Value of interest in master investment trust accounts at end of year2015-12-31$146,206,537
Value of interest in master investment trust accounts at beginning of year2015-12-31$154,148,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$575,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,269,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,269,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$131
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 plan2015-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,654,470
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 name2015-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2015-12-31061648707
2014 : MIDSTATE MEDICAL CENTER RETIREMENT 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$424,686
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$6,114,238
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,344,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,126,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$155,417,643
Value of total assets at beginning of year2014-12-31$155,223,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$218,080
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$85
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$198,397
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Liabilities. Value of operating payables at end of year2014-12-31$424,686
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-230,074
Value of net assets at end of year (total assets less liabilities)2014-12-31$154,992,957
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$155,223,031
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 master investment trust accounts at end of year2014-12-31$154,148,089
Value of interest in master investment trust accounts at beginning of year2014-12-31$149,266,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,269,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,013,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,013,781
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,943,000
Income. Dividends from preferred stock2014-12-31$85
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,126,232
Contract administrator fees2014-12-31$19,683
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 name2014-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2014-12-31061648707
2013 : MIDSTATE MEDICAL CENTER RETIREMENT 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$0
Total income from all sources (including contributions)2013-12-31$27,555,616
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,086,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,001,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,943,000
Value of total assets at end of year2013-12-31$155,223,031
Value of total assets at beginning of year2013-12-31$133,753,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,124
Total interest from all sources2013-12-31$85
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Administrative expenses (other) incurred2013-12-31$76,054
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$21,469,497
Value of net assets at end of year (total assets less liabilities)2013-12-31$155,223,031
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$133,753,534
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
Investment advisory and management fees2013-12-31$8,070
Value of interest in master investment trust accounts at end of year2013-12-31$149,266,250
Value of interest in master investment trust accounts at beginning of year2013-12-31$127,353,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,013,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,512,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,512,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$85
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$4,943,000
Employer contributions (assets) at end of year2013-12-31$4,943,000
Employer contributions (assets) at beginning of year2013-12-31$4,887,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,001,995
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARCUM, LLP
Accountancy firm EIN2013-12-31111986323
2012 : MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-10,384,018
Total unrealized appreciation/depreciation of assets2012-12-31$-10,384,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$24,154,082
Total loss/gain on sale of assets2012-12-31$20,044,750
Total of all expenses incurred2012-12-31$4,891,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,724,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,347,000
Value of total assets at end of year2012-12-31$133,753,534
Value of total assets at beginning of year2012-12-31$114,491,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$167,843
Total interest from all sources2012-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,547
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,201
Assets. Loans (other than to participants) at beginning of year2012-12-31$9,101,853
Other income not declared elsewhere2012-12-31$-68,692
Administrative expenses (other) incurred2012-12-31$56,245
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$19,262,100
Value of net assets at end of year (total assets less liabilities)2012-12-31$133,753,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$114,491,434
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$30,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,559,896
Value of interest in master investment trust accounts at end of year2012-12-31$127,353,692
Value of interest in common/collective trusts at beginning of year2012-12-31$62,513,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,512,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$355,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$355,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$95
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$8,347,000
Employer contributions (assets) at end of year2012-12-31$4,887,000
Employer contributions (assets) at beginning of year2012-12-31$5,940,000
Income. Dividends from common stock2012-12-31$105,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,724,139
Contract administrator fees2012-12-31$71,688
Did the plan have assets held for investment2012-12-31No
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$106,702,611
Aggregate carrying amount (costs) on sale of assets2012-12-31$86,657,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARCUM, LLP
Accountancy firm EIN2012-12-31111986323
2011 : MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$101,853
Total unrealized appreciation/depreciation of assets2011-12-31$101,853
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$0
Total income from all sources (including contributions)2011-12-31$11,469,746
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,557,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,028,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,440,000
Value of total assets at end of year2011-12-31$114,491,434
Value of total assets at beginning of year2011-12-31$107,579,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$528,863
Total interest from all sources2011-12-31$327
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$543,314
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$543,314
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$21,359
Assets. Loans (other than to participants) at end of year2011-12-31$9,101,853
Administrative expenses (other) incurred2011-12-31$478,489
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$6,912,326
Value of net assets at end of year (total assets less liabilities)2011-12-31$114,491,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$107,579,108
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$50,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,559,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$55,155,932
Value of interest in common/collective trusts at end of year2011-12-31$62,513,692
Value of interest in common/collective trusts at beginning of year2011-12-31$45,022,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$355,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$378,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$378,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,668,967
Net investment gain or loss from common/collective trusts2011-12-31$2,053,219
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$12,440,000
Employer contributions (assets) at end of year2011-12-31$5,940,000
Employer contributions (assets) at beginning of year2011-12-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,028,557
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARCUM, LLP
Accountancy firm EIN2011-12-31111986323
2010 : MIDSTATE MEDICAL CENTER RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,814,274
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,751,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,171,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,400,000
Value of total assets at end of year2010-12-31$107,579,108
Value of total assets at beginning of year2010-12-31$88,516,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$580,111
Total interest from all sources2010-12-31$193
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$669,940
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$669,940
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$21,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$38,190
Other income not declared elsewhere2010-12-31$85,122
Administrative expenses (other) incurred2010-12-31$580,111
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$19,063,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$107,579,108
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,516,081
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$55,155,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,882,750
Value of interest in common/collective trusts at end of year2010-12-31$45,022,879
Value of interest in common/collective trusts at beginning of year2010-12-31$37,967,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$378,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$628,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$628,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,603,243
Net investment gain or loss from common/collective trusts2010-12-31$7,055,776
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$11,400,000
Employer contributions (assets) at end of year2010-12-31$7,000,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,171,136
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARCUM, LLP
Accountancy firm EIN2010-12-31111986323
2009 : MIDSTATE MEDICAL CENTER 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 MIDSTATE MEDICAL CENTER RETIREMENT PLAN

2016: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDSTATE MEDICAL CENTER 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: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: MIDSTATE MEDICAL CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: MIDSTATE MEDICAL CENTER RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDSTATE MEDICAL CENTER 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: MIDSTATE MEDICAL CENTER 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3