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THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameTHE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BROOKDALE HOSPITAL MEDICAL CENTER
Employer identification number (EIN):111631746
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JIM PORTER
0012016-01-01JIM PORTER
0012015-01-01MARGARET BRUBAKER
0012014-01-01MARGARET BRUBAKER
0012013-01-01MARGARET BRUBAKER
0012012-01-01MARGARET BRUBAKER
0012011-01-01STEVEN R. KORF
0012010-01-01MOUNIR F. DOSS MOUNIR F. DOSS2011-10-17
0012009-01-01MOUNIR F. DOSS MOUNIR F. DOSS2010-10-15

Plan Statistics for THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31130,238,034
Acturial value of plan assets2022-12-31124,632,767
Funding target for retired participants and beneficiaries receiving payment2022-12-3170,544,018
Number of terminated vested participants2022-12-31620
Fundng target for terminated vested participants2022-12-3136,173,942
Active participant vested funding target2022-12-3129,883,754
Number of active participants2022-12-31216
Total funding liabilities for active participants2022-12-3129,883,754
Total participant count2022-12-311,680
Total funding target for all participants2022-12-31136,601,714
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,504,454
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,518,639
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,985,815
Present value of excess contributions2022-12-31844,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31941,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31941,547
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,156,525
Total employer contributions2022-12-313,544,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,425,556
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,475,000
Net shortfall amortization installment of oustanding balance2022-12-3115,125,472
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-313,059,013
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-313,059,013
Contributions allocatedtoward minimum required contributions for current year2022-12-313,425,556
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,680
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-01753
Number of other retired or separated participants entitled to future benefits2022-01-01607
Total of all active and inactive participants2022-01-011,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0190
Total participants2022-01-011,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31122,834,432
Acturial value of plan assets2021-12-31115,719,089
Funding target for retired participants and beneficiaries receiving payment2021-12-3168,835,841
Number of terminated vested participants2021-12-31659
Fundng target for terminated vested participants2021-12-3136,124,943
Active participant vested funding target2021-12-3129,133,840
Number of active participants2021-12-31235
Total funding liabilities for active participants2021-12-3129,133,840
Total participant count2021-12-311,714
Total funding target for all participants2021-12-31134,094,624
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-313,317,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,505,454
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-313,504,454
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-313,504,454
Total employer contributions2021-12-312,950,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,869,410
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,420,000
Net shortfall amortization installment of oustanding balance2021-12-3121,879,989
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-313,543,915
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,518,639
Additional cash requirement2021-12-312,025,276
Contributions allocatedtoward minimum required contributions for current year2021-12-312,869,410
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,714
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-01761
Number of other retired or separated participants entitled to future benefits2021-01-01619
Total of all active and inactive participants2021-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0184
Total participants2021-01-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31114,253,500
Acturial value of plan assets2020-12-31110,485,321
Funding target for retired participants and beneficiaries receiving payment2020-12-3165,252,429
Number of terminated vested participants2020-12-31678
Fundng target for terminated vested participants2020-12-3135,509,744
Active participant vested funding target2020-12-3129,604,284
Number of active participants2020-12-31257
Total funding liabilities for active participants2020-12-3129,604,284
Total participant count2020-12-311,734
Total funding target for all participants2020-12-31130,366,457
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31607
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-316,812,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-316,569,248
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,385,000
Net shortfall amortization installment of oustanding balance2020-12-3119,881,136
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-313,251,574
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-313,251,574
Contributions allocatedtoward minimum required contributions for current year2020-12-316,569,248
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,734
Total number of active participants reported on line 7a of the Form 55002020-01-01235
Number of retired or separated participants receiving benefits2020-01-01741
Number of other retired or separated participants entitled to future benefits2020-01-01658
Total of all active and inactive participants2020-01-011,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0180
Total participants2020-01-011,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3197,091,346
Acturial value of plan assets2019-12-31105,095,477
Funding target for retired participants and beneficiaries receiving payment2019-12-3165,346,547
Number of terminated vested participants2019-12-31691
Fundng target for terminated vested participants2019-12-3135,072,600
Active participant vested funding target2019-12-3132,480,867
Number of active participants2019-12-31279
Total funding liabilities for active participants2019-12-3132,480,867
Total participant count2019-12-311,752
Total funding target for all participants2019-12-31132,900,014
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,413
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-317,199,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,811,960
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,345,000
Net shortfall amortization installment of oustanding balance2019-12-3127,804,537
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-316,811,384
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-316,811,384
Contributions allocatedtoward minimum required contributions for current year2019-12-316,811,960
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,752
Total number of active participants reported on line 7a of the Form 55002019-01-01257
Number of retired or separated participants receiving benefits2019-01-01723
Number of other retired or separated participants entitled to future benefits2019-01-01678
Total of all active and inactive participants2019-01-011,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0176
Total participants2019-01-011,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31110,672,367
Acturial value of plan assets2018-12-31110,672,367
Funding target for retired participants and beneficiaries receiving payment2018-12-3156,498,492
Number of terminated vested participants2018-12-31711
Fundng target for terminated vested participants2018-12-3135,516,262
Active participant vested funding target2018-12-3134,799,385
Number of active participants2018-12-31311
Total funding liabilities for active participants2018-12-3134,799,385
Total participant count2018-12-311,783
Total funding target for all participants2018-12-31126,814,139
Balance at beginning of prior year after applicable adjustments2018-12-31106,551
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31106,551
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,688,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-314,520,875
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,350,000
Net shortfall amortization installment of oustanding balance2018-12-3116,141,772
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,519,462
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,519,462
Contributions allocatedtoward minimum required contributions for current year2018-12-314,520,875
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,783
Total number of active participants reported on line 7a of the Form 55002018-01-01279
Number of retired or separated participants receiving benefits2018-01-01719
Number of other retired or separated participants entitled to future benefits2018-01-01691
Total of all active and inactive participants2018-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0163
Total participants2018-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3197,226,693
Acturial value of plan assets2017-12-3197,226,693
Funding target for retired participants and beneficiaries receiving payment2017-12-3153,953,792
Number of terminated vested participants2017-12-31690
Fundng target for terminated vested participants2017-12-3130,739,735
Active participant vested funding target2017-12-3137,934,611
Number of active participants2017-12-31365
Total funding liabilities for active participants2017-12-3137,934,611
Total participant count2017-12-311,805
Total funding target for all participants2017-12-31122,628,138
Balance at beginning of prior year after applicable adjustments2017-12-3197,996
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3197,996
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31106,551
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-315,966,360
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-315,657,531
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,270,000
Net shortfall amortization installment of oustanding balance2017-12-3125,507,996
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-315,764,082
Carryover balance elected to use to offset funding requirement2017-12-31106,551
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-315,657,531
Contributions allocatedtoward minimum required contributions for current year2017-12-315,657,531
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,805
Total number of active participants reported on line 7a of the Form 55002017-01-01311
Number of retired or separated participants receiving benefits2017-01-01694
Number of other retired or separated participants entitled to future benefits2017-01-01711
Total of all active and inactive participants2017-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0167
Total participants2017-01-011,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3190,820,701
Acturial value of plan assets2016-12-3190,820,701
Funding target for retired participants and beneficiaries receiving payment2016-12-3149,418,007
Number of terminated vested participants2016-12-31675
Fundng target for terminated vested participants2016-12-3128,842,782
Active participant vested funding target2016-12-3133,574,529
Number of active participants2016-12-31285
Total funding liabilities for active participants2016-12-3133,574,529
Total participant count2016-12-311,667
Total funding target for all participants2016-12-31111,835,318
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
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Total participants, beginning-of-year2016-01-011,667
Total number of active participants reported on line 7a of the Form 55002016-01-01266
Number of retired or separated participants receiving benefits2016-01-01680
Number of other retired or separated participants entitled to future benefits2016-01-01633
Total of all active and inactive participants2016-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0166
Total participants2016-01-011,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,681
Total number of active participants reported on line 7a of the Form 55002015-01-01285
Number of retired or separated participants receiving benefits2015-01-01642
Number of other retired or separated participants entitled to future benefits2015-01-01675
Total of all active and inactive participants2015-01-011,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0165
Total participants2015-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,726
Total number of active participants reported on line 7a of the Form 55002014-01-01314
Number of retired or separated participants receiving benefits2014-01-01615
Number of other retired or separated participants entitled to future benefits2014-01-01690
Total of all active and inactive participants2014-01-011,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0162
Total participants2014-01-011,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,758
Total number of active participants reported on line 7a of the Form 55002013-01-01370
Number of retired or separated participants receiving benefits2013-01-01582
Number of other retired or separated participants entitled to future benefits2013-01-01691
Total of all active and inactive participants2013-01-011,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0181
Total participants2013-01-011,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,771
Total number of active participants reported on line 7a of the Form 55002012-01-01417
Number of retired or separated participants receiving benefits2012-01-01570
Number of other retired or separated participants entitled to future benefits2012-01-01691
Total of all active and inactive participants2012-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0180
Total participants2012-01-011,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,779
Total number of active participants reported on line 7a of the Form 55002011-01-01503
Number of retired or separated participants receiving benefits2011-01-01537
Number of other retired or separated participants entitled to future benefits2011-01-01656
Total of all active and inactive participants2011-01-011,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0175
Total participants2011-01-011,771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,797
Total number of active participants reported on line 7a of the Form 55002010-01-01544
Number of retired or separated participants receiving benefits2010-01-01514
Number of other retired or separated participants entitled to future benefits2010-01-01649
Total of all active and inactive participants2010-01-011,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0172
Total participants2010-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,818
Total number of active participants reported on line 7a of the Form 55002009-01-01604
Number of retired or separated participants receiving benefits2009-01-01484
Number of other retired or separated participants entitled to future benefits2009-01-01640
Total of all active and inactive participants2009-01-011,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0169
Total participants2009-01-011,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-18,168,164
Total of all expenses incurred2022-12-31$9,514,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,092,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,544,000
Value of total assets at end of year2022-12-31$102,557,813
Value of total assets at beginning of year2022-12-31$130,240,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,421,786
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,979,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,979,921
Administrative expenses professional fees incurred2022-12-31$81,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$1,290,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,682,294
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,557,813
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$130,240,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$101,671,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$129,945,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,692,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,544,000
Employer contributions (assets) at end of year2022-12-31$886,000
Employer contributions (assets) at beginning of year2022-12-31$295,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,092,344
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHN REZNICK, LLP
Accountancy firm EIN2022-12-31221478099
2021 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$16,744,069
Total of all expenses incurred2021-12-31$9,341,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,874,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,950,000
Value of total assets at end of year2021-12-31$130,240,107
Value of total assets at beginning of year2021-12-31$122,837,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,467,596
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,563,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,563,939
Administrative expenses professional fees incurred2021-12-31$90,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,314,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,402,332
Value of net assets at end of year (total assets less liabilities)2021-12-31$130,240,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$122,837,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$129,945,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$121,134,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,230,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,950,000
Employer contributions (assets) at end of year2021-12-31$295,000
Employer contributions (assets) at beginning of year2021-12-31$1,703,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,874,141
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHN REZNICK, LLP
Accountancy firm EIN2021-12-31221478099
2020 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,584,747
Total of all expenses incurred2020-12-31$9,100,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,678,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,812,000
Value of total assets at end of year2020-12-31$122,837,775
Value of total assets at beginning of year2020-12-31$114,353,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,422,841
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,553,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,553,320
Administrative expenses professional fees incurred2020-12-31$107,890
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,264,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,483,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$122,837,775
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,353,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$121,134,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$110,544,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,219,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,812,000
Employer contributions (assets) at end of year2020-12-31$1,703,000
Employer contributions (assets) at beginning of year2020-12-31$3,809,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,678,058
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHN REZNICK, LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$26,591,567
Total of all expenses incurred2019-12-31$9,338,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,981,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,203,164
Value of total assets at end of year2019-12-31$114,353,927
Value of total assets at beginning of year2019-12-31$97,100,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,356,820
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,798,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,798,793
Administrative expenses professional fees incurred2019-12-31$99,848
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,218,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,253,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,353,927
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,100,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$110,544,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,888,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,589,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,203,164
Employer contributions (assets) at end of year2019-12-31$3,809,000
Employer contributions (assets) at beginning of year2019-12-31$1,212,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,981,662
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHN REZNICK, LLP
Accountancy firm EIN2019-12-31221478099
2018 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$21,215,483
Total of all expenses incurred2017-12-31$7,711,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,382,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,971,660
Value of total assets at end of year2017-12-31$110,734,941
Value of total assets at beginning of year2017-12-31$97,230,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,328,713
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,753,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,753,569
Administrative expenses professional fees incurred2017-12-31$60,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$382,988
Administrative expenses (other) incurred2017-12-31$1,268,088
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$13,503,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,734,941
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,230,996
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$108,177,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$96,848,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,490,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,971,660
Employer contributions (assets) at end of year2017-12-31$2,557,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,382,825
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 name2017-12-31COHNREZNICK, LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$6,940,326
Total transfer of assets from this plan2016-12-31$101,012
Total income from all sources (including contributions)2016-12-31$7,519,820
Total of all expenses incurred2016-12-31$7,802,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,706,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,353
Value of total assets at end of year2016-12-31$97,230,996
Value of total assets at beginning of year2016-12-31$90,674,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,095,303
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,619,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,619,568
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$382,988
Administrative expenses (other) incurred2016-12-31$1,095,303
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-282,421
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,230,996
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$90,674,103
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$96,848,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$90,674,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,896,899
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$3,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,706,938
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
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 name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$143,467
Total income from all sources (including contributions)2015-12-31$-2,899,423
Total of all expenses incurred2015-12-31$5,752,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,845,441
Value of total assets at end of year2015-12-31$90,674,103
Value of total assets at beginning of year2015-12-31$99,469,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$906,634
Total interest from all sources2015-12-31$129,383
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,723,116
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$1,687,621
Administrative expenses professional fees incurred2015-12-31$23,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$121,693
Other income not declared elsewhere2015-12-31$33,221
Administrative expenses (other) incurred2015-12-31$849,698
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$5,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,651,498
Value of net assets at end of year (total assets less liabilities)2015-12-31$90,674,103
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$99,469,068
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$33,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$90,674,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$417,892
Interest earned on other investments2015-12-31$3,264
Income. Interest from US Government securities2015-12-31$27,866
Income. Interest from corporate debt instruments2015-12-31$97,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$81,603,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$81,603,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$275
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$7,400,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,785,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$35,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,845,441
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,920,433
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 name2015-12-31COHNREZNICK, LLP
Accountancy firm EIN2015-12-31221478099
2014 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$399,742
Total unrealized appreciation/depreciation of assets2014-12-31$399,742
Total income from all sources (including contributions)2014-12-31$6,946,323
Total of all expenses incurred2014-12-31$6,254,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,135,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,307,200
Value of total assets at end of year2014-12-31$99,469,068
Value of total assets at beginning of year2014-12-31$98,777,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,118,831
Total interest from all sources2014-12-31$459,676
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,325,615
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$227,692
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$121,693
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$95,974
Administrative expenses (other) incurred2014-12-31$1,118,831
Total non interest bearing cash at end of year2014-12-31$5,561
Total non interest bearing cash at beginning of year2014-12-31$2,801
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$691,741
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,469,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,777,327
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$417,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,199,211
Interest earned on other investments2014-12-31$39,542
Income. Interest from US Government securities2014-12-31$71,057
Income. Interest from corporate debt instruments2014-12-31$348,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$81,603,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,528,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,528,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$369
Asset value of US Government securities at end of year2014-12-31$7,400,253
Asset value of US Government securities at beginning of year2014-12-31$7,153,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,454,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,307,200
Income. Dividends from common stock2014-12-31$1,097,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,135,751
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,920,433
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$8,057,496
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$68,739,714
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,602,520
Total unrealized appreciation/depreciation of assets2013-12-31$12,602,520
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$20,907,129
Total loss/gain on sale of assets2013-12-31$1,338,015
Total of all expenses incurred2013-12-31$5,579,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,539,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,650,545
Value of total assets at end of year2013-12-31$98,777,327
Value of total assets at beginning of year2013-12-31$83,449,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,039,247
Total interest from all sources2013-12-31$425,374
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,326,664
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$300,730
Administrative expenses professional fees incurred2013-12-31$189,688
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$95,974
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$96,956
Other income not declared elsewhere2013-12-31$2,783
Administrative expenses (other) incurred2013-12-31$425,386
Total non interest bearing cash at end of year2013-12-31$2,801
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,328,117
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,777,327
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$83,449,210
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$424,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,199,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,063,062
Interest earned on other investments2013-12-31$-2,613
Income. Interest from US Government securities2013-12-31$183,155
Income. Interest from corporate debt instruments2013-12-31$243,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,528,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,012,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,012,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,749
Asset value of US Government securities at end of year2013-12-31$7,153,519
Asset value of US Government securities at beginning of year2013-12-31$8,944,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-438,772
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$5,650,545
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,741,914
Income. Dividends from common stock2013-12-31$1,025,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,539,765
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$8,057,496
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,827,270
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$68,739,714
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$53,763,467
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$51,116,528
Aggregate carrying amount (costs) on sale of assets2013-12-31$49,778,513
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT 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$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$14,907,805
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,288,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,373,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,394,027
Value of total assets at end of year2012-12-31$83,449,210
Value of total assets at beginning of year2012-12-31$73,830,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$915,622
Total interest from all sources2012-12-31$443,228
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,450,103
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$381,078
Administrative expenses professional fees incurred2012-12-31$130,394
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$4,218
Assets. Other investments not covered elsewhere at end of year2012-12-31$96,956
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$1,189
Administrative expenses (other) incurred2012-12-31$397,105
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$-258
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$9,618,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$83,449,210
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,830,302
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$381,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,181,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,700,416
Income. Interest from US Government securities2012-12-31$266,163
Income. Interest from corporate debt instruments2012-12-31$176,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,893,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,900,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,900,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$277
Asset value of US Government securities at end of year2012-12-31$8,944,409
Asset value of US Government securities at beginning of year2012-12-31$12,482,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,619,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,394,027
Employer contributions (assets) at end of year2012-12-31$3,741,914
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$1,069,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,373,275
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,827,270
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,479,989
Contract administrator fees2012-12-31$6,585
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$53,763,467
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$35,267,445
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHNREZNICK
Accountancy firm EIN2012-12-31221478099
2011 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,261,313
Total unrealized appreciation/depreciation of assets2011-12-31$-2,261,313
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$0
Total income from all sources (including contributions)2011-12-31$-1,812,392
Total loss/gain on sale of assets2011-12-31$-1,818,943
Total of all expenses incurred2011-12-31$4,557,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,884,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$400,000
Value of total assets at end of year2011-12-31$73,830,302
Value of total assets at beginning of year2011-12-31$80,200,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$673,416
Total interest from all sources2011-12-31$489,983
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,275,744
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$415,632
Administrative expenses professional fees incurred2011-12-31$121,150
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Other income not declared elsewhere2011-12-31$641
Administrative expenses (other) incurred2011-12-31$180,036
Total non interest bearing cash at end of year2011-12-31$-258
Total non interest bearing cash at beginning of year2011-12-31$-3,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,370,230
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,830,302
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,200,532
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$372,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,700,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,805,607
Income. Interest from US Government securities2011-12-31$315,255
Income. Interest from corporate debt instruments2011-12-31$172,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,900,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,257,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,257,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,022
Asset value of US Government securities at end of year2011-12-31$12,482,333
Asset value of US Government securities at beginning of year2011-12-31$11,417,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$101,496
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$400,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,496,000
Income. Dividends from common stock2011-12-31$860,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,884,422
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,479,989
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,371,507
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$35,267,445
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$38,855,767
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$35,560,952
Aggregate carrying amount (costs) on sale of assets2011-12-31$37,379,895
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 name2011-12-31COHNREZNICK
Accountancy firm EIN2011-12-31221478099
2010 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,986,780
Total unrealized appreciation/depreciation of assets2010-12-31$5,986,780
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$17,307,262
Total loss/gain on sale of assets2010-12-31$-33,271
Total of all expenses incurred2010-12-31$4,249,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,500,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,401,536
Value of total assets at end of year2010-12-31$80,200,532
Value of total assets at beginning of year2010-12-31$67,142,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$749,319
Total interest from all sources2010-12-31$433,746
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,238,654
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$468,597
Administrative expenses professional fees incurred2010-12-31$17,823
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$-6,449
Administrative expenses (other) incurred2010-12-31$402,137
Total non interest bearing cash at end of year2010-12-31$-3,088
Total non interest bearing cash at beginning of year2010-12-31$-238,543
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$13,057,585
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,200,532
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$67,142,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$329,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,805,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,573,583
Income. Interest from US Government securities2010-12-31$278,042
Income. Interest from corporate debt instruments2010-12-31$147,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,257,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,516,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,516,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,083
Asset value of US Government securities at end of year2010-12-31$11,417,056
Asset value of US Government securities at beginning of year2010-12-31$11,189,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,286,266
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$7,401,536
Employer contributions (assets) at end of year2010-12-31$3,496,000
Employer contributions (assets) at beginning of year2010-12-31$2,194,464
Income. Dividends from common stock2010-12-31$770,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,500,358
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,371,507
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,897,823
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$38,855,767
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$33,008,732
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$51,596,734
Aggregate carrying amount (costs) on sale of assets2010-12-31$51,630,005
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 name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN

2022: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' 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: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' 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: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' 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: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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