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BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 401k Plan overview

Plan NameBROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN
Plan identification number 005

BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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).
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • 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 BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052016-01-01
0052015-01-01MARGARET BRUBAKER
0052014-01-01MARGARET BRUBAKER
0052013-01-01MARGARET BRUBAKER
0052012-08-02MARGARET BRUBAKER

Plan Statistics for BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN

401k plan membership statisitcs for BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN

Measure Date Value
2022: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,242
Total number of active participants reported on line 7a of the Form 55002022-01-01879
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01385
Total of all active and inactive participants2022-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,265
Number of participants with account balances2022-01-011,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,257
Total number of active participants reported on line 7a of the Form 55002021-01-01883
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01359
Total of all active and inactive participants2021-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,242
Number of participants with account balances2021-01-011,242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2016: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-315,817,945
Acturial value of plan assets2016-12-315,817,945
Funding target for retired participants and beneficiaries receiving payment2016-12-31177,716
Number of terminated vested participants2016-12-31158
Fundng target for terminated vested participants2016-12-311,670,453
Active participant vested funding target2016-12-316,407,807
Number of active participants2016-12-31343
Total funding liabilities for active participants2016-12-316,407,807
Total participant count2016-12-31509
Total funding target for all participants2016-12-318,255,976
Funding target disregarding prescribed at-risk assumptions2016-12-317,808,887
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2016-12-3110,044,331
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31799,537
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31756,738
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31135,000
Net shortfall amortization installment of oustanding balance2016-12-312,438,031
Total funding amount beforereflecting carryover/prefunding balances2016-12-31756,464
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31756,464
Contributions allocatedtoward minimum required contributions for current year2016-12-31756,738
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01509
Total number of active participants reported on line 7a of the Form 55002016-01-01311
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01531
Total number of active participants reported on line 7a of the Form 55002015-01-01343
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01158
Total of all active and inactive participants2015-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01594
Total number of active participants reported on line 7a of the Form 55002014-01-01401
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01130
Total of all active and inactive participants2014-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01701
Total number of active participants reported on line 7a of the Form 55002013-01-01499
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-02731
Total number of active participants reported on line 7a of the Form 55002012-08-02578
Number of retired or separated participants receiving benefits2012-08-020
Number of other retired or separated participants entitled to future benefits2012-08-02123
Total of all active and inactive participants2012-08-02701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-020
Total participants2012-08-02701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-0210

Financial Data on BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN

Measure Date Value
2022 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,681,749
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,595,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,376,072
Expenses. Certain deemed distributions of participant loans2022-12-31$43,686
Value of total corrective distributions2022-12-31$1,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,857,140
Value of total assets at end of year2022-12-31$54,701,270
Value of total assets at beginning of year2022-12-31$63,978,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,704
Total interest from all sources2022-12-31$227,237
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$732,709
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$732,709
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,783,934
Participant contributions at end of year2022-12-31$819,987
Participant contributions at beginning of year2022-12-31$793,397
Participant contributions at end of year2022-12-31$162,502
Participant contributions at beginning of year2022-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$68,194
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,277,546
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,701,270
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$63,978,816
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,991,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,752,376
Interest on participant loans2022-12-31$37,097
Interest earned on other investments2022-12-31$190,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,727,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,432,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,498,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,376,072
Contract administrator fees2022-12-31$102,792
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,553,089
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,380,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,255,092
Expenses. Certain deemed distributions of participant loans2021-12-31$7,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,537,995
Value of total assets at end of year2021-12-31$63,978,816
Value of total assets at beginning of year2021-12-31$58,806,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,897
Total interest from all sources2021-12-31$242,841
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$704,566
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$704,566
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$5,228,249
Participant contributions at end of year2021-12-31$793,397
Participant contributions at beginning of year2021-12-31$722,401
Participant contributions at end of year2021-12-31$55
Participant contributions at beginning of year2021-12-31$69,131
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$309,746
Administrative expenses (other) incurred2021-12-31$117,897
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$5,172,575
Value of net assets at end of year (total assets less liabilities)2021-12-31$63,978,816
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,806,241
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,752,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,404,097
Interest on participant loans2021-12-31$38,651
Interest earned on other investments2021-12-31$204,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,432,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,610,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,067,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,255,092
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2016 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$101,012
Total transfer of assets from this plan2016-12-31$6,940,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$395,009
Total income from all sources (including contributions)2016-12-31$1,350,809
Total of all expenses incurred2016-12-31$481,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$298,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$799,267
Value of total assets at end of year2016-12-31$395,009
Value of total assets at beginning of year2016-12-31$5,969,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$182,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$107,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$107,882
Administrative expenses professional fees incurred2016-12-31$22,875
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$382,988
Other income not declared elsewhere2016-12-31$270
Administrative expenses (other) incurred2016-12-31$159,493
Liabilities. Value of operating payables at end of year2016-12-31$12,021
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$869,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,969,642
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$5,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,735,319
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$443,390
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$799,267
Employer contributions (assets) at end of year2016-12-31$388,678
Employer contributions (assets) at beginning of year2016-12-31$234,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$298,769
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 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$143,467
Total income from all sources (including contributions)2015-12-31$380,683
Total of all expenses incurred2015-12-31$627,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$508,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$576,368
Value of total assets at end of year2015-12-31$5,969,642
Value of total assets at beginning of year2015-12-31$6,073,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$119,085
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$104,354
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$104,354
Administrative expenses professional fees incurred2015-12-31$8,750
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
Administrative expenses (other) incurred2015-12-31$109,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-246,846
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,969,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,073,021
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$909
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,735,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
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$5,846,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,846,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-300,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$576,368
Employer contributions (assets) at end of year2015-12-31$234,323
Employer contributions (assets) at beginning of year2015-12-31$226,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$508,444
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 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$559,426
Total of all expenses incurred2014-12-31$1,590,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,527,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$558,175
Value of total assets at end of year2014-12-31$6,073,021
Value of total assets at beginning of year2014-12-31$7,103,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,395
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,251
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$1,251
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
Administrative expenses (other) incurred2014-12-31$62,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,030,839
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,073,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,103,860
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,846,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,103,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,103,860
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$558,175
Employer contributions (assets) at end of year2014-12-31$226,176
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,527,870
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 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$284,491
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,891,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,748,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$282,900
Value of total assets at end of year2013-12-31$7,103,860
Value of total assets at beginning of year2013-12-31$8,711,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,607
Total interest from all sources2013-12-31$1,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$70,895
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
Administrative expenses (other) incurred2013-12-31$72,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,607,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,103,860
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,711,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,103,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,560,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,560,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,591
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$282,900
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$151,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,748,317
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$8,923,691
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$174,184
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$386,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$386,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$173,537
Value of total assets at end of year2012-12-31$8,711,293
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-212,398
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,711,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,560,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$647
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$173,537
Employer contributions (assets) at end of year2012-12-31$151,162
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$386,582
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

Form 5500 Responses for BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN

2022: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2016: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE 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: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE 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: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE 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: BROOKDALE UNIVERSITY HOSPITAL AND MEDICAL CENTER CASH BALANCE PLAN 2012 form 5500 responses
2012-08-02Type of plan entitySingle employer plan
2012-08-02First time form 5500 has been submittedYes
2012-08-02Submission has been amendedYes
2012-08-02This submission is the final filingNo
2012-08-02This return/report is a short plan year return/report (less than 12 months)Yes
2012-08-02Plan is a collectively bargained planNo
2012-08-02Plan funding arrangement – TrustYes
2012-08-02Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074372
Policy instance 1
Insurance contract or identification number074372
Number of Individuals Covered1265
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074372
Policy instance 1
Insurance contract or identification number074372
Number of Individuals Covered1242
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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