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BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 401k Plan overview

Plan NameBROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN
Plan identification number 001

BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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).

401k Sponsoring company profile

BROOKHAVEN MEMORIAL HOSPITAL CENTER DBA LONG ISLAND COMMUNITY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BROOKHAVEN MEMORIAL HOSPITAL CENTER DBA LONG ISLAND COMMUNITY HOSPITAL
Employer identification number (EIN):111704595
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01B J FARRELL B J FARRELL2018-04-12
0012015-07-01BRENDA FARRELL
0012014-07-01BRENDA J FARRELL BRENDA FARRELL2016-04-12
0012013-07-01BRENDA FARRELL BRENDA FARRELL2015-04-13
0012012-07-01BRENDA FARRELL
0012011-07-01BRENDA FARRELL BRENDA FARRELL2013-03-27
0012010-07-01BRENDA FARRELL BRENDA FARRELL2012-04-16
0012009-07-01VIRGINIA RAFFAELE RONALD GIRAULO2011-04-13

Plan Statistics for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN

401k plan membership statisitcs for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN

Measure Date Value
2022: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01613
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-010
Number of participants with account balances2022-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01613
Total number of active participants reported on line 7a of the Form 55002021-07-0126
Number of retired or separated participants receiving benefits2021-07-01175
Number of other retired or separated participants entitled to future benefits2021-07-0181
Total of all active and inactive participants2021-07-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3017,994,850
Acturial value of plan assets2021-06-3017,994,850
Funding target for retired participants and beneficiaries receiving payment2021-06-303,176,721
Number of terminated vested participants2021-06-30329
Fundng target for terminated vested participants2021-06-306,729,367
Active participant vested funding target2021-06-308,367,285
Number of active participants2021-06-30258
Total funding liabilities for active participants2021-06-308,367,285
Total participant count2021-06-30652
Total funding target for all participants2021-06-3018,273,373
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-301,076,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301,132,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30270,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30261,666
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30191,376
Net shortfall amortization installment of oustanding balance2021-06-30278,523
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30217,526
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30217,526
Contributions allocatedtoward minimum required contributions for current year2021-06-30261,666
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01652
Total number of active participants reported on line 7a of the Form 55002020-07-01207
Number of retired or separated participants receiving benefits2020-07-0157
Number of other retired or separated participants entitled to future benefits2020-07-01341
Total of all active and inactive participants2020-07-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3017,089,299
Acturial value of plan assets2020-06-3017,089,299
Funding target for retired participants and beneficiaries receiving payment2020-06-303,018,314
Number of terminated vested participants2020-06-30361
Fundng target for terminated vested participants2020-06-307,330,689
Active participant vested funding target2020-06-308,360,100
Number of active participants2020-06-30270
Total funding liabilities for active participants2020-06-308,360,100
Total participant count2020-06-30691
Total funding target for all participants2020-06-3018,709,103
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-301,730,232
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-301,601,210
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30255,276
Net shortfall amortization installment of oustanding balance2020-06-301,619,804
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30525,123
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30525,123
Contributions allocatedtoward minimum required contributions for current year2020-06-301,601,210
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01691
Total number of active participants reported on line 7a of the Form 55002019-07-01258
Number of retired or separated participants receiving benefits2019-07-0159
Number of other retired or separated participants entitled to future benefits2019-07-01329
Total of all active and inactive participants2019-07-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3019,805,634
Acturial value of plan assets2019-06-3019,805,634
Funding target for retired participants and beneficiaries receiving payment2019-06-302,411,356
Number of terminated vested participants2019-06-30399
Fundng target for terminated vested participants2019-06-308,761,869
Active participant vested funding target2019-06-308,975,049
Number of active participants2019-06-30305
Total funding liabilities for active participants2019-06-308,975,049
Total participant count2019-06-30754
Total funding target for all participants2019-06-3020,148,274
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30251,699
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30230,296
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30174,294
Net shortfall amortization installment of oustanding balance2019-06-30342,640
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30230,230
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30230,230
Contributions allocatedtoward minimum required contributions for current year2019-06-30230,296
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01754
Total number of active participants reported on line 7a of the Form 55002018-07-01270
Number of retired or separated participants receiving benefits2018-07-0155
Number of other retired or separated participants entitled to future benefits2018-07-01361
Total of all active and inactive participants2018-07-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3021,470,133
Acturial value of plan assets2018-06-3021,470,133
Funding target for retired participants and beneficiaries receiving payment2018-06-302,229,205
Number of terminated vested participants2018-06-30434
Fundng target for terminated vested participants2018-06-308,914,032
Active participant vested funding target2018-06-3010,061,702
Number of active participants2018-06-30336
Total funding liabilities for active participants2018-06-3010,061,702
Total participant count2018-06-30811
Total funding target for all participants2018-06-3021,204,939
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30180,487
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01811
Total number of active participants reported on line 7a of the Form 55002017-07-01305
Number of retired or separated participants receiving benefits2017-07-0145
Number of other retired or separated participants entitled to future benefits2017-07-01399
Total of all active and inactive participants2017-07-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3022,460,013
Acturial value of plan assets2017-06-3022,460,013
Funding target for retired participants and beneficiaries receiving payment2017-06-301,471,129
Number of terminated vested participants2017-06-30472
Fundng target for terminated vested participants2017-06-309,838,516
Active participant vested funding target2017-06-3011,019,524
Number of active participants2017-06-30371
Total funding liabilities for active participants2017-06-3011,019,524
Total participant count2017-06-30871
Total funding target for all participants2017-06-3022,329,169
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3068,900
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3062,879
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30193,404
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3062,560
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3062,560
Contributions allocatedtoward minimum required contributions for current year2017-06-3062,879
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01871
Total number of active participants reported on line 7a of the Form 55002016-07-01336
Number of retired or separated participants receiving benefits2016-07-0137
Number of other retired or separated participants entitled to future benefits2016-07-01434
Total of all active and inactive participants2016-07-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01919
Total number of active participants reported on line 7a of the Form 55002015-07-01371
Number of retired or separated participants receiving benefits2015-07-0124
Number of other retired or separated participants entitled to future benefits2015-07-01472
Total of all active and inactive participants2015-07-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01979
Total number of active participants reported on line 7a of the Form 55002014-07-01407
Number of retired or separated participants receiving benefits2014-07-0117
Number of other retired or separated participants entitled to future benefits2014-07-01495
Total of all active and inactive participants2014-07-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,402
Total number of active participants reported on line 7a of the Form 55002013-07-01493
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-01482
Total of all active and inactive participants2013-07-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,490
Total number of active participants reported on line 7a of the Form 55002012-07-01531
Number of retired or separated participants receiving benefits2012-07-01343
Number of other retired or separated participants entitled to future benefits2012-07-01507
Total of all active and inactive participants2012-07-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0121
Total participants2012-07-011,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,564
Total number of active participants reported on line 7a of the Form 55002011-07-01588
Number of retired or separated participants receiving benefits2011-07-01346
Number of other retired or separated participants entitled to future benefits2011-07-01537
Total of all active and inactive participants2011-07-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0119
Total participants2011-07-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,663
Total number of active participants reported on line 7a of the Form 55002010-07-01655
Number of retired or separated participants receiving benefits2010-07-01337
Number of other retired or separated participants entitled to future benefits2010-07-01554
Total of all active and inactive participants2010-07-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0118
Total participants2010-07-011,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,773
Total number of active participants reported on line 7a of the Form 55002009-07-01716
Number of retired or separated participants receiving benefits2009-07-01335
Number of other retired or separated participants entitled to future benefits2009-07-01594
Total of all active and inactive participants2009-07-011,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0118
Total participants2009-07-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN

Measure Date Value
2022 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$268,864
Total income from all sources (including contributions)2022-09-30$3,726
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,189,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,189,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$0
Value of total assets at end of year2022-09-30$0
Value of total assets at beginning of year2022-09-30$1,454,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$0
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$1,189,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$1,288,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$268,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,185,526
Value of net assets at end of year (total assets less liabilities)2022-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$1,185,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$0
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$165,599
Net investment gain/loss from pooled separate accounts2022-09-30$3,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Did the plan have assets held for investment2022-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30Yes
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30FORVIS, LLP
Accountancy firm EIN2022-09-30440160260
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$268,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$18,000
Total income from all sources (including contributions)2022-06-30$6,215,707
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$22,733,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$22,078,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,888,791
Value of total assets at end of year2022-06-30$1,454,390
Value of total assets at beginning of year2022-06-30$17,721,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$655,719
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$47,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$47,827
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,288,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$1,288,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$268,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$18,000
Other income not declared elsewhere2022-06-30$18,721
Administrative expenses (other) incurred2022-06-30$655,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-16,518,273
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,185,526
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$17,703,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,255,275
Value of interest in pooled separate accounts at end of year2022-06-30$165,599
Value of interest in pooled separate accounts at beginning of year2022-06-30$16,466,524
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$11,469,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-291,497
Net investment gain/loss from pooled separate accounts2022-06-30$-448,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$5,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$10,608,366
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$18,000
Total income from all sources (including contributions)2021-06-30$3,329,374
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,430,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,148,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$270,000
Value of total assets at end of year2021-06-30$17,721,799
Value of total assets at beginning of year2021-06-30$17,822,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$282,416
Total interest from all sources2021-06-30$284,228
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$83,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$83,431
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$18,000
Other income not declared elsewhere2021-06-30$67,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-101,100
Value of net assets at end of year (total assets less liabilities)2021-06-30$17,703,799
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,804,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$282,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,255,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,362,191
Value of interest in pooled separate accounts at end of year2021-06-30$16,466,524
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,437,168
Interest earned on other investments2021-06-30$284,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,465,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$798,469
Net investment gain/loss from pooled separate accounts2021-06-30$1,825,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$270,000
Employer contributions (assets) at beginning of year2021-06-30$1,557,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,148,058
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$18,000
Total income from all sources (including contributions)2020-06-30$2,616,623
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,791,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,434,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,730,232
Value of total assets at end of year2020-06-30$17,822,899
Value of total assets at beginning of year2020-06-30$16,997,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$357,376
Total interest from all sources2020-06-30$86,839
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$60,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$60,648
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$18,000
Other income not declared elsewhere2020-06-30$17,999
Administrative expenses (other) incurred2020-06-30$357,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$825,227
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,804,899
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,979,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,362,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,665,752
Value of interest in pooled separate accounts at end of year2020-06-30$9,437,168
Value of interest in pooled separate accounts at beginning of year2020-06-30$12,176,078
Interest earned on other investments2020-06-30$86,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,465,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,904,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$198,224
Net investment gain/loss from pooled separate accounts2020-06-30$522,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,730,232
Employer contributions (assets) at end of year2020-06-30$1,557,558
Employer contributions (assets) at beginning of year2020-06-30$251,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,434,020
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$16,000
Total income from all sources (including contributions)2019-06-30$1,023,314
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,854,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,592,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$251,699
Value of total assets at end of year2019-06-30$16,997,672
Value of total assets at beginning of year2019-06-30$19,827,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$262,519
Total interest from all sources2019-06-30$96,912
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$55,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$55,070
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$66,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$18,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$16,000
Administrative expenses (other) incurred2019-06-30$262,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-2,831,514
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,979,672
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,811,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,665,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,070,470
Value of interest in pooled separate accounts at end of year2019-06-30$12,176,078
Value of interest in pooled separate accounts at beginning of year2019-06-30$13,929,485
Interest earned on other investments2019-06-30$96,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,904,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,761,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$50,212
Net investment gain/loss from pooled separate accounts2019-06-30$569,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$251,699
Employer contributions (assets) at end of year2019-06-30$251,699
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,592,309
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$16,000
Total income from all sources (including contributions)2018-06-30$1,543,996
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,182,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,851,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$19,827,186
Value of total assets at beginning of year2018-06-30$21,466,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$331,736
Total interest from all sources2018-06-30$44,500
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$74,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$74,863
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$66,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$16,000
Other income not declared elsewhere2018-06-30$10
Administrative expenses (other) incurred2018-06-30$331,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-1,638,889
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,811,186
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$21,450,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,070,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,923,539
Value of interest in pooled separate accounts at end of year2018-06-30$13,929,485
Value of interest in pooled separate accounts at beginning of year2018-06-30$17,721,905
Interest earned on other investments2018-06-30$44,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,761,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$751,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-82,932
Net investment gain/loss from pooled separate accounts2018-06-30$1,507,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$68,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,851,149
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$16,000
Total income from all sources (including contributions)2017-06-30$2,402,066
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,396,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,080,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$68,900
Value of total assets at end of year2017-06-30$21,466,075
Value of total assets at beginning of year2017-06-30$22,460,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$315,709
Total interest from all sources2017-06-30$1,731
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$76,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$76,733
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$16,000
Administrative expenses (other) incurred2017-06-30$201,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-993,938
Value of net assets at end of year (total assets less liabilities)2017-06-30$21,450,075
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$22,444,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$113,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,923,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,180,056
Value of interest in pooled separate accounts at end of year2017-06-30$17,721,905
Value of interest in pooled separate accounts at beginning of year2017-06-30$19,279,957
Interest earned on other investments2017-06-30$1,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$751,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-33,251
Net investment gain/loss from pooled separate accounts2017-06-30$2,287,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$68,900
Employer contributions (assets) at end of year2017-06-30$68,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,080,295
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$16,000
Total income from all sources (including contributions)2016-06-30$269,334
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,638,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,515,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$22,460,013
Value of total assets at beginning of year2016-06-30$24,829,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$122,878
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$89,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$89,269
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$16,000
Administrative expenses (other) incurred2016-06-30$122,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,369,460
Value of net assets at end of year (total assets less liabilities)2016-06-30$22,444,013
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$24,813,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,180,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,724,995
Value of interest in pooled separate accounts at end of year2016-06-30$19,279,957
Value of interest in pooled separate accounts at beginning of year2016-06-30$21,104,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$5,793
Net investment gain/loss from pooled separate accounts2016-06-30$174,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,515,916
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$16,000
Total income from all sources (including contributions)2015-06-30$977,598
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,995,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,901,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$24,829,473
Value of total assets at beginning of year2015-06-30$27,846,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$93,272
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$16,000
Administrative expenses (other) incurred2015-06-30$93,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,017,483
Value of net assets at end of year (total assets less liabilities)2015-06-30$24,813,473
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$27,830,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,724,995
Value of interest in pooled separate accounts at end of year2015-06-30$21,104,478
Value of interest in pooled separate accounts at beginning of year2015-06-30$27,846,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-5
Net investment gain/loss from pooled separate accounts2015-06-30$977,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,901,809
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$16,000
Total income from all sources (including contributions)2014-06-30$7,021,677
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$26,133,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$25,954,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$0
Value of total assets at end of year2014-06-30$27,846,956
Value of total assets at beginning of year2014-06-30$46,958,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$178,260
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$20,056,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$16,000
Administrative expenses (other) incurred2014-06-30$178,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-19,111,492
Value of net assets at end of year (total assets less liabilities)2014-06-30$27,830,956
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$46,942,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$27,846,956
Value of interest in pooled separate accounts at beginning of year2014-06-30$46,958,448
Net investment gain/loss from pooled separate accounts2014-06-30$7,021,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,898,094
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$30,000
Total income from all sources (including contributions)2013-06-30$5,273,115
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$6,484,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,343,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$269,958
Value of total assets at end of year2013-06-30$46,958,448
Value of total assets at beginning of year2013-06-30$48,184,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$141,141
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$30,000
Administrative expenses (other) incurred2013-06-30$141,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-1,211,579
Value of net assets at end of year (total assets less liabilities)2013-06-30$46,942,448
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$48,154,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$46,958,448
Value of interest in pooled separate accounts at beginning of year2013-06-30$47,329,953
Net investment gain/loss from pooled separate accounts2013-06-30$5,003,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$269,958
Employer contributions (assets) at beginning of year2013-06-30$854,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$6,343,553
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BDO USA, LLP
Accountancy firm EIN2013-06-30135381590
2012 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$30,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$30,000
Total income from all sources (including contributions)2012-06-30$4,986,484
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$5,692,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,171,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,769,428
Value of total assets at end of year2012-06-30$48,184,027
Value of total assets at beginning of year2012-06-30$48,890,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$521,310
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$30,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$30,000
Administrative expenses (other) incurred2012-06-30$69,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-706,122
Value of net assets at end of year (total assets less liabilities)2012-06-30$48,154,027
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$48,860,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$451,460
Value of interest in pooled separate accounts at end of year2012-06-30$47,329,953
Value of interest in pooled separate accounts at beginning of year2012-06-30$47,557,681
Net investment gain/loss from pooled separate accounts2012-06-30$3,217,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,769,428
Employer contributions (assets) at end of year2012-06-30$854,074
Employer contributions (assets) at beginning of year2012-06-30$1,332,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$5,171,296
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2012-06-30112355064
2011 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$30,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$28,000
Total income from all sources (including contributions)2011-06-30$14,326,082
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$5,503,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,897,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,390,940
Value of total assets at end of year2011-06-30$48,890,149
Value of total assets at beginning of year2011-06-30$40,065,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$606,391
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$183,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$30,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$28,000
Administrative expenses (other) incurred2011-06-30$204,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$8,822,337
Value of net assets at end of year (total assets less liabilities)2011-06-30$48,860,149
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$40,037,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$402,180
Value of interest in pooled separate accounts at end of year2011-06-30$47,557,681
Value of interest in pooled separate accounts at beginning of year2011-06-30$39,616,105
Net investment gain/loss from pooled separate accounts2011-06-30$9,935,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,207,247
Employer contributions (assets) at end of year2011-06-30$1,332,468
Employer contributions (assets) at beginning of year2011-06-30$449,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,897,354
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2011-06-30112355064
2010 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN

2022: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingYes
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan 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 number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2022-09-30
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?No
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 number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered282
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?No
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 number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered613
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $10,432
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?No
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
Commission paid to Insurance BrokerUSD $6,337
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17,359
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?No
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
Commission paid to Insurance BrokerUSD $12,485
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered691
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $14,191
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?No
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
Commission paid to Insurance BrokerUSD $8,654
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered854
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $18,568
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?No
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 number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered871
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $42,503
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $30,417
Insurance broker organization code?4
Insurance broker nameJAMES KNOX
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered919
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $43,596
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $15,745
Insurance broker organization code?4
Insurance broker nameJAMES KNOX
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered979
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $42,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $24,230
Insurance broker organization code?4
Insurance broker nameJAMES KNOX
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered1402
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $48,524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Commission paid to Insurance BrokerUSD $9,466
Insurance broker organization code?4
Insurance broker nameJAMES KNOX
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered1490
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $40,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017390
Policy instance 1
Insurance contract or identification number017390
Number of Individuals Covered1564
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $51,183
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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