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BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 401k Plan overview

Plan NameBROOKHAVEN MEMORIAL HOSPITAL RETIREMENT
Plan identification number 002

BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRENDA J FARRELL BRENDA J FARRELL2018-10-08
0022016-01-01BRENDA J FARRELL BRENDA J FARRELL2017-09-18
0022015-01-01BRENDA J FARRELL BRENDA J FARRELL2016-10-13
0022014-01-01BRENDA J FARRELL BRENDA J FARRELL2015-09-10
0022013-01-01BRENDA J FARRELL BRENDA J FARRELL2014-09-04
0022012-01-01BRENDA J FARRELL BRENDA J FARRELL2013-10-15
0022011-01-01BRENDA J FARRELL BRENDA J FARRELL2012-10-15
0022009-01-01MR. RONALD GIRAULO
0022009-01-01 MR. RONALD GIRAULO2010-09-29

Plan Statistics for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT

401k plan membership statisitcs for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT

Measure Date Value
2022: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2022 401k membership
Total participants, beginning-of-year2022-01-012,405
Total number of active participants reported on line 7a of the Form 55002022-01-011,457
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-01820
Total of all active and inactive participants2022-01-012,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,309
Number of participants with account balances2022-01-012,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2021 401k membership
Total participants, beginning-of-year2021-01-012,546
Total number of active participants reported on line 7a of the Form 55002021-01-011,664
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01714
Total of all active and inactive participants2021-01-012,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,405
Number of participants with account balances2021-01-012,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2020 401k membership
Total participants, beginning-of-year2020-01-012,653
Total number of active participants reported on line 7a of the Form 55002020-01-011,826
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-01698
Total of all active and inactive participants2020-01-012,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,546
Number of participants with account balances2020-01-012,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2019 401k membership
Total participants, beginning-of-year2019-01-012,969
Total number of active participants reported on line 7a of the Form 55002019-01-012,066
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01564
Total of all active and inactive participants2019-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,653
Number of participants with account balances2019-01-012,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2018 401k membership
Total participants, beginning-of-year2018-01-012,695
Total number of active participants reported on line 7a of the Form 55002018-01-012,151
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01798
Total of all active and inactive participants2018-01-012,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,969
Number of participants with account balances2018-01-012,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0148
2017: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012,574
Total number of active participants reported on line 7a of the Form 55002017-01-012,118
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01543
Total of all active and inactive participants2017-01-012,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,678
Number of participants with account balances2017-01-012,678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012,466
Total number of active participants reported on line 7a of the Form 55002016-01-012,077
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01485
Total of all active and inactive participants2016-01-012,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,574
Number of participants with account balances2016-01-012,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-012,500
Total number of active participants reported on line 7a of the Form 55002015-01-011,989
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01469
Total of all active and inactive participants2015-01-012,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,466
Number of participants with account balances2015-01-012,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-012,499
Total number of active participants reported on line 7a of the Form 55002014-01-012,130
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01365
Total of all active and inactive participants2014-01-012,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,500
Number of participants with account balances2014-01-012,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-012,635
Total number of active participants reported on line 7a of the Form 55002013-01-012,138
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01357
Total of all active and inactive participants2013-01-012,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,499
Number of participants with account balances2013-01-012,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-012,589
Total number of active participants reported on line 7a of the Form 55002012-01-012,303
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01303
Total of all active and inactive participants2012-01-012,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,610
Number of participants with account balances2012-01-012,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-012,435
Total number of active participants reported on line 7a of the Form 55002011-01-012,266
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01289
Total of all active and inactive participants2011-01-012,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,560
Number of participants with account balances2011-01-012,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0163
2009: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-012,541
Total number of active participants reported on line 7a of the Form 55002009-01-012,448
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01187
Total of all active and inactive participants2009-01-012,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,643
Number of participants with account balances2009-01-012,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01166

Financial Data on BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT

Measure Date Value
2022 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,368,120
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,761,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,615,308
Expenses. Certain deemed distributions of participant loans2022-12-31$32,075
Value of total corrective distributions2022-12-31$31,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,877,078
Value of total assets at end of year2022-12-31$246,980,879
Value of total assets at beginning of year2022-12-31$287,081,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,755
Total interest from all sources2022-12-31$933,279
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,016,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,016,737
Administrative expenses professional fees incurred2022-12-31$29,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,500,056
Participant contributions at end of year2022-12-31$4,444,646
Participant contributions at beginning of year2022-12-31$4,991,871
Participant contributions at end of year2022-12-31$364,536
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,077,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$29,000
Other income not declared elsewhere2022-12-31$51,628
Administrative expenses (other) incurred2022-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-40,129,805
Value of net assets at end of year (total assets less liabilities)2022-12-31$246,951,879
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$287,081,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$88,144,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,694,231
Value of interest in pooled separate accounts at end of year2022-12-31$76,830,528
Value of interest in pooled separate accounts at beginning of year2022-12-31$100,727,369
Interest on participant loans2022-12-31$207,147
Interest earned on other investments2022-12-31$726,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$71,816,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$67,714,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,491,821
Net investment gain/loss from pooled separate accounts2022-12-31$-25,755,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,299,142
Employer contributions (assets) at end of year2022-12-31$5,380,187
Employer contributions (assets) at beginning of year2022-12-31$5,953,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,615,308
Contract administrator fees2022-12-31$51,255
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$43,643,106
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,496,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,367,760
Expenses. Certain deemed distributions of participant loans2021-12-31$70,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,893,698
Value of total assets at end of year2021-12-31$287,081,684
Value of total assets at beginning of year2021-12-31$269,935,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,514
Total interest from all sources2021-12-31$1,000,214
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,602,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,602,182
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,734,116
Participant contributions at end of year2021-12-31$4,991,871
Participant contributions at beginning of year2021-12-31$5,739,285
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$414,959
Other income not declared elsewhere2021-12-31$4,601
Administrative expenses (other) incurred2021-12-31$58,514
Total non interest bearing cash at beginning of year2021-12-31$127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,146,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$287,081,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$269,935,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,694,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,498,553
Value of interest in pooled separate accounts at end of year2021-12-31$100,727,369
Value of interest in pooled separate accounts at beginning of year2021-12-31$96,243,658
Interest on participant loans2021-12-31$265,181
Interest earned on other investments2021-12-31$735,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$67,714,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,747,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,235,543
Net investment gain/loss from pooled separate accounts2021-12-31$7,906,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,744,623
Employer contributions (assets) at end of year2021-12-31$5,953,641
Employer contributions (assets) at beginning of year2021-12-31$5,706,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,367,760
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$53,724,761
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,985,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,800,857
Expenses. Certain deemed distributions of participant loans2020-12-31$158,160
Value of total corrective distributions2020-12-31$14,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,381,231
Value of total assets at end of year2020-12-31$269,935,346
Value of total assets at beginning of year2020-12-31$234,196,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,091
Total interest from all sources2020-12-31$1,156,227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$477,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$477,355
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,009,385
Participant contributions at end of year2020-12-31$5,739,285
Participant contributions at beginning of year2020-12-31$5,983,038
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$343,334
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,052,403
Administrative expenses (other) incurred2020-12-31$12,091
Total non interest bearing cash at end of year2020-12-31$127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$35,738,949
Value of net assets at end of year (total assets less liabilities)2020-12-31$269,935,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$234,196,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$96,498,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$86,491,694
Value of interest in pooled separate accounts at end of year2020-12-31$96,243,658
Value of interest in pooled separate accounts at beginning of year2020-12-31$78,758,212
Interest on participant loans2020-12-31$328,887
Interest earned on other investments2020-12-31$827,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,747,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$56,346,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,717,188
Net investment gain/loss from pooled separate accounts2020-12-31$20,992,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,319,443
Employer contributions (assets) at end of year2020-12-31$5,706,158
Employer contributions (assets) at beginning of year2020-12-31$6,273,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,800,857
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$52,666,404
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,336,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,242,523
Expenses. Certain deemed distributions of participant loans2019-12-31$69,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,551,534
Value of total assets at end of year2019-12-31$234,196,397
Value of total assets at beginning of year2019-12-31$196,866,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,076
Total interest from all sources2019-12-31$1,182,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$973,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$973,916
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,189,959
Participant contributions at end of year2019-12-31$5,983,038
Participant contributions at beginning of year2019-12-31$5,578,216
Participant contributions at end of year2019-12-31$343,334
Participant contributions at beginning of year2019-12-31$320,687
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$300,230
Administrative expenses (other) incurred2019-12-31$25,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$37,329,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$234,196,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$196,866,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$86,491,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,651,290
Value of interest in pooled separate accounts at end of year2019-12-31$78,758,212
Value of interest in pooled separate accounts at beginning of year2019-12-31$64,387,309
Interest on participant loans2019-12-31$312,024
Interest earned on other investments2019-12-31$870,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,346,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,734,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,069,992
Net investment gain/loss from pooled separate accounts2019-12-31$13,888,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,061,345
Employer contributions (assets) at end of year2019-12-31$6,273,391
Employer contributions (assets) at beginning of year2019-12-31$6,194,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,242,523
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,364,074
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,612,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,559,837
Expenses. Certain deemed distributions of participant loans2018-12-31$48,491
Value of total corrective distributions2018-12-31$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,073,367
Value of total assets at end of year2018-12-31$196,866,951
Value of total assets at beginning of year2018-12-31$205,115,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,568
Total interest from all sources2018-12-31$998,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$814,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$814,803
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,558,287
Participant contributions at end of year2018-12-31$5,578,216
Participant contributions at beginning of year2018-12-31$5,715,033
Participant contributions at end of year2018-12-31$320,687
Participant contributions at beginning of year2018-12-31$308,727
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$725,856
Administrative expenses (other) incurred2018-12-31$3,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,248,091
Value of net assets at end of year (total assets less liabilities)2018-12-31$196,866,951
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$205,115,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$68,651,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,249,821
Value of interest in pooled separate accounts at end of year2018-12-31$64,387,309
Value of interest in pooled separate accounts at beginning of year2018-12-31$64,866,906
Interest on participant loans2018-12-31$261,941
Interest earned on other investments2018-12-31$736,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,734,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$51,345,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,112,360
Net investment gain/loss from pooled separate accounts2018-12-31$-1,409,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,789,224
Employer contributions (assets) at end of year2018-12-31$6,194,548
Employer contributions (assets) at beginning of year2018-12-31$9,628,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,559,837
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$42,774,370
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,658,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,601,264
Expenses. Certain deemed distributions of participant loans2017-12-31$19,633
Value of total corrective distributions2017-12-31$6,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,500,143
Value of total assets at end of year2017-12-31$205,115,042
Value of total assets at beginning of year2017-12-31$177,998,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,175
Total interest from all sources2017-12-31$871,452
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$564,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$564,646
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,269,701
Participant contributions at end of year2017-12-31$5,715,033
Participant contributions at beginning of year2017-12-31$5,357,546
Participant contributions at end of year2017-12-31$308,727
Participant contributions at beginning of year2017-12-31$299,314
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,198,473
Administrative expenses (other) incurred2017-12-31$31,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$27,116,106
Value of net assets at end of year (total assets less liabilities)2017-12-31$205,115,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$177,998,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,249,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$61,572,110
Value of interest in pooled separate accounts at end of year2017-12-31$64,866,906
Value of interest in pooled separate accounts at beginning of year2017-12-31$54,896,556
Interest on participant loans2017-12-31$238,072
Interest earned on other investments2017-12-31$633,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$51,345,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$49,181,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,663,137
Net investment gain/loss from pooled separate accounts2017-12-31$10,174,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,031,969
Employer contributions (assets) at end of year2017-12-31$9,628,648
Employer contributions (assets) at beginning of year2017-12-31$6,691,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,601,264
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$26,293,744
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,049,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,995,861
Expenses. Certain deemed distributions of participant loans2016-12-31$27,198
Value of total corrective distributions2016-12-31$1,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,665,688
Value of total assets at end of year2016-12-31$177,998,936
Value of total assets at beginning of year2016-12-31$162,754,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,899
Total interest from all sources2016-12-31$810,321
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$643,359
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$643,359
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,442,729
Participant contributions at end of year2016-12-31$5,357,546
Participant contributions at beginning of year2016-12-31$5,080,209
Participant contributions at end of year2016-12-31$299,314
Participant contributions at beginning of year2016-12-31$258,229
Administrative expenses (other) incurred2016-12-31$24,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,244,645
Value of net assets at end of year (total assets less liabilities)2016-12-31$177,998,936
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$162,754,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$61,572,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,696,116
Value of interest in pooled separate accounts at end of year2016-12-31$54,896,556
Value of interest in pooled separate accounts at beginning of year2016-12-31$50,997,026
Interest on participant loans2016-12-31$211,735
Interest earned on other investments2016-12-31$598,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$49,181,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$44,781,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,013,644
Net investment gain/loss from pooled separate accounts2016-12-31$2,160,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,222,959
Employer contributions (assets) at end of year2016-12-31$6,691,473
Employer contributions (assets) at beginning of year2016-12-31$6,941,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,995,861
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,336
Total income from all sources (including contributions)2015-12-31$18,471,455
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,845,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,789,492
Expenses. Certain deemed distributions of participant loans2015-12-31$15,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,001,826
Value of total assets at end of year2015-12-31$162,754,291
Value of total assets at beginning of year2015-12-31$157,178,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,556
Total interest from all sources2015-12-31$795,598
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$609,836
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$609,836
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,938,443
Participant contributions at end of year2015-12-31$5,080,209
Participant contributions at beginning of year2015-12-31$4,841,261
Participant contributions at end of year2015-12-31$258,229
Participant contributions at beginning of year2015-12-31$421,103
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$720,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$50,336
Administrative expenses (other) incurred2015-12-31$40,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,626,349
Value of net assets at end of year (total assets less liabilities)2015-12-31$162,754,291
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$157,127,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,696,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,291,921
Value of interest in pooled separate accounts at end of year2015-12-31$50,997,026
Value of interest in pooled separate accounts at beginning of year2015-12-31$47,905,559
Interest on participant loans2015-12-31$205,381
Interest earned on other investments2015-12-31$590,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$44,781,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$42,671,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,738,556
Net investment gain/loss from pooled separate accounts2015-12-31$1,802,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,343,319
Employer contributions (assets) at end of year2015-12-31$6,941,632
Employer contributions (assets) at beginning of year2015-12-31$7,047,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,789,492
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,344
Total income from all sources (including contributions)2014-12-31$25,612,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,194,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,175,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,556,289
Value of total assets at end of year2014-12-31$157,178,278
Value of total assets at beginning of year2014-12-31$145,722,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,549
Total interest from all sources2014-12-31$810,548
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$489,869
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$489,869
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,238,414
Participant contributions at end of year2014-12-31$4,841,261
Participant contributions at beginning of year2014-12-31$4,124,168
Participant contributions at end of year2014-12-31$421,103
Participant contributions at beginning of year2014-12-31$322,080
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,764,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$50,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,344
Administrative expenses (other) incurred2014-12-31$19,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,417,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$157,127,942
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$145,710,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,291,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,201,759
Value of interest in pooled separate accounts at end of year2014-12-31$47,905,559
Value of interest in pooled separate accounts at beginning of year2014-12-31$39,343,185
Interest on participant loans2014-12-31$187,773
Interest earned on other investments2014-12-31$622,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$42,671,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$41,577,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,755,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,553,673
Employer contributions (assets) at end of year2014-12-31$7,047,204
Employer contributions (assets) at beginning of year2014-12-31$7,153,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,175,367
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,091
Total income from all sources (including contributions)2013-12-31$34,572,402
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,887,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,837,237
Expenses. Certain deemed distributions of participant loans2013-12-31$19,598
Value of total corrective distributions2013-12-31$12,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,169,732
Value of total assets at end of year2013-12-31$145,722,763
Value of total assets at beginning of year2013-12-31$122,037,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,605
Total interest from all sources2013-12-31$815,112
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$361,557
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$361,557
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,637,491
Participant contributions at end of year2013-12-31$4,124,168
Participant contributions at beginning of year2013-12-31$3,543,270
Participant contributions at end of year2013-12-31$322,080
Participant contributions at beginning of year2013-12-31$289,516
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$990,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,091
Administrative expenses (other) incurred2013-12-31$18,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,684,871
Value of net assets at end of year (total assets less liabilities)2013-12-31$145,710,419
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,025,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$53,201,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,137,016
Value of interest in pooled separate accounts at end of year2013-12-31$39,343,185
Value of interest in pooled separate accounts at beginning of year2013-12-31$32,967,904
Interest on participant loans2013-12-31$154,870
Interest earned on other investments2013-12-31$660,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$41,577,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$38,815,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,489,780
Net investment gain/loss from pooled separate accounts2013-12-31$4,736,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,541,565
Employer contributions (assets) at end of year2013-12-31$7,153,699
Employer contributions (assets) at beginning of year2013-12-31$7,284,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,837,237
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,506
Total income from all sources (including contributions)2012-12-31$27,091,914
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,680,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,638,599
Value of total corrective distributions2012-12-31$24,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,100,249
Value of total assets at end of year2012-12-31$122,037,639
Value of total assets at beginning of year2012-12-31$104,639,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,880
Total interest from all sources2012-12-31$885,438
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$470,599
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$470,599
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,412,991
Participant contributions at end of year2012-12-31$3,543,270
Participant contributions at beginning of year2012-12-31$3,202,472
Participant contributions at end of year2012-12-31$289,516
Participant contributions at beginning of year2012-12-31$289,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$25,506
Administrative expenses (other) incurred2012-12-31$16,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,411,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,025,548
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$104,614,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,137,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,895,758
Value of interest in pooled separate accounts at end of year2012-12-31$32,967,904
Value of interest in pooled separate accounts at beginning of year2012-12-31$27,103,596
Interest on participant loans2012-12-31$136,776
Interest earned on other investments2012-12-31$748,662
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$38,815,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$35,822,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,139,617
Net investment gain/loss from pooled separate accounts2012-12-31$3,496,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,687,258
Employer contributions (assets) at end of year2012-12-31$7,284,250
Employer contributions (assets) at beginning of year2012-12-31$7,325,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,638,599
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$64,492
Total income from all sources (including contributions)2011-12-31$15,433,669
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,117,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,086,382
Expenses. Certain deemed distributions of participant loans2011-12-31$11,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,377,763
Value of total assets at end of year2011-12-31$104,639,575
Value of total assets at beginning of year2011-12-31$98,362,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,291
Total interest from all sources2011-12-31$766,096
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$305,277
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$305,277
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,358,304
Participant contributions at end of year2011-12-31$3,202,472
Participant contributions at beginning of year2011-12-31$2,823,369
Participant contributions at end of year2011-12-31$289,670
Participant contributions at beginning of year2011-12-31$214,848
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$242,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$25,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$64,492
Administrative expenses (other) incurred2011-12-31$20,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,315,955
Value of net assets at end of year (total assets less liabilities)2011-12-31$104,614,069
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$98,298,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$30,895,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,292,936
Value of interest in pooled separate accounts at end of year2011-12-31$27,103,596
Value of interest in pooled separate accounts at beginning of year2011-12-31$25,595,221
Interest on participant loans2011-12-31$132,365
Interest earned on other investments2011-12-31$633,731
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$21,222,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$35,822,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,967,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,577,140
Net investment gain/loss from pooled separate accounts2011-12-31$561,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,776,614
Employer contributions (assets) at end of year2011-12-31$7,325,571
Employer contributions (assets) at beginning of year2011-12-31$6,246,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,086,382
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOLTZ, RUBENSTEIN, REMINICK LLP
Accountancy firm EIN2011-12-31112355064
2010 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,874
Total income from all sources (including contributions)2010-12-31$21,468,281
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,126,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,032,112
Expenses. Certain deemed distributions of participant loans2010-12-31$9,592
Value of total corrective distributions2010-12-31$64,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,853,723
Value of total assets at end of year2010-12-31$98,362,606
Value of total assets at beginning of year2010-12-31$84,021,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,650
Total interest from all sources2010-12-31$251,676
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$207,762
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$207,762
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,153,408
Participant contributions at end of year2010-12-31$2,823,369
Participant contributions at beginning of year2010-12-31$2,456,454
Participant contributions at end of year2010-12-31$214,848
Participant contributions at beginning of year2010-12-31$247,997
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$114,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$64,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$64,874
Administrative expenses (other) incurred2010-12-31$20,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,341,435
Value of net assets at end of year (total assets less liabilities)2010-12-31$98,298,114
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,956,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,292,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$736,748
Value of interest in pooled separate accounts at end of year2010-12-31$25,595,221
Value of interest in pooled separate accounts at beginning of year2010-12-31$50,249,342
Interest on participant loans2010-12-31$127,824
Interest earned on other investments2010-12-31$123,852
Value of interest in common/collective trusts at end of year2010-12-31$21,222,538
Value of interest in common/collective trusts at beginning of year2010-12-31$23,358,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,967,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,057,567
Net investment gain/loss from pooled separate accounts2010-12-31$2,097,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,585,810
Employer contributions (assets) at end of year2010-12-31$6,246,534
Employer contributions (assets) at beginning of year2010-12-31$6,972,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,032,112
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTZ, RUBENSTEIN, REMINICK LLP
Accountancy firm EIN2010-12-31112355064
2009 : BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT

2022: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BROOKHAVEN MEMORIAL HOSPITAL RETIREMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $238,539
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees159821
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2405
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $348,018
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees233172
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2546
Insurance policy start date2002-01-01
Insurance policy end date2020-12-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $295,946
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees198284
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2653
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $262,333
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees175763
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2969
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $248,490
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees166488
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041569
Policy instance 1
Insurance contract or identification number041569
Number of Individuals Covered2678
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $227,176
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees152208
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameHORNOR TOWNSEND & KENT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41569
Policy instance 1
Insurance contract or identification number41569
Number of Individuals Covered2466
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $192,778
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees129161
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?4
Insurance broker nameHORNOR , TOWNSEND & KENT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41569
Policy instance 1
Insurance contract or identification number41569
Number of Individuals Covered2500
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $207,046
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees138721
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?4
Insurance broker nameHORNOR , TOWNSEND & KENT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41569
Policy instance 1
Insurance contract or identification number41569
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $182,600
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees122342
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?4
Insurance broker nameHORNOR , TOWNSEND & KENT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41569
Policy instance 1
Insurance contract or identification number41569
Number of Individuals Covered2610
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $159,058
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees106569
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker organization code?4
Insurance broker nameHORNOR , TOWNSEND & KENT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41569
Policy instance 1
Insurance contract or identification number41569
Number of Individuals Covered2366
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $89,990
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51669-1
Policy instance 2
Insurance contract or identification numberSF 51669-1
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $71,917
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number7204
Policy instance 1
Insurance contract or identification number7204
Number of Individuals Covered2392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,316
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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