UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FOUNDAT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN
401k plan membership statisitcs for PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN
Measure | Date | Value |
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2022: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 81 |
Total of all active and inactive participants | 2022-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 164 |
Number of participants with account balances | 2022-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 61 |
Total of all active and inactive participants | 2021-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 152 |
Number of participants with account balances | 2021-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 54 |
Total of all active and inactive participants | 2020-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 160 |
Number of participants with account balances | 2020-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 52 |
Total of all active and inactive participants | 2019-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 145 |
Number of participants with account balances | 2019-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
2018: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 50 |
Total of all active and inactive participants | 2018-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 130 |
Number of participants with account balances | 2018-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 40 |
Total of all active and inactive participants | 2017-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 127 |
Number of participants with account balances | 2017-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 40 |
Total of all active and inactive participants | 2016-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 124 |
Number of participants with account balances | 2016-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 33 |
Total of all active and inactive participants | 2015-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 120 |
Number of participants with account balances | 2015-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 31 |
Total of all active and inactive participants | 2014-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 104 |
Number of participants with account balances | 2014-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
Total of all active and inactive participants | 2013-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 103 |
Number of participants with account balances | 2013-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 25 |
Total of all active and inactive participants | 2012-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 94 |
Number of participants with account balances | 2012-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 26 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 92 |
Number of participants with account balances | 2011-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 74 |
Total participants | 2009-01-01 | 74 |
Number of participants with account balances | 2009-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|
2022 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,020,150 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $454,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $452,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $697,538 |
Value of total assets at end of year | 2022-12-31 | $10,067,687 |
Value of total assets at beginning of year | 2022-12-31 | $11,542,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,282 |
Total interest from all sources | 2022-12-31 | $37,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $272,217 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $272,217 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Participant contributions at end of year | 2022-12-31 | $59,066 |
Participant contributions at beginning of year | 2022-12-31 | $69,458 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,474,529 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,067,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,542,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $120 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,348,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,448,487 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $302,492 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $303,076 |
Interest on participant loans | 2022-12-31 | $3,498 |
Interest earned on other investments | 2022-12-31 | $34,096 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,357,688 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $721,195 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,052,759 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $25,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $689,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $452,097 |
Contract administrator fees | 2022-12-31 | $2,162 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2022-12-31 | 251306171 |
2021 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $2,157,434 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $551,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $546,611 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $648,208 |
Value of total assets at end of year | 2021-12-31 | $11,542,216 |
Value of total assets at beginning of year | 2021-12-31 | $9,936,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,322 |
Total interest from all sources | 2021-12-31 | $26,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $684,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $684,537 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $69,458 |
Participant contributions at beginning of year | 2021-12-31 | $58,226 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,991 |
Administrative expenses (other) incurred | 2021-12-31 | $2,322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,605,991 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,542,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,936,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,448,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,934,084 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $303,076 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $262,719 |
Interest on participant loans | 2021-12-31 | $3,349 |
Interest earned on other investments | 2021-12-31 | $23,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $721,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $681,196 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $751,202 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $46,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $642,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $546,611 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2021-12-31 | 251306171 |
2020 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,907,055 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $472,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $472,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $641,612 |
Value of total assets at end of year | 2020-12-31 | $9,936,225 |
Value of total assets at beginning of year | 2020-12-31 | $8,501,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $27,567 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $333,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $333,301 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $58,226 |
Participant contributions at beginning of year | 2020-12-31 | $52,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,434,611 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,936,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,501,614 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,934,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,561,483 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $262,719 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $244,117 |
Interest on participant loans | 2020-12-31 | $2,796 |
Interest earned on other investments | 2020-12-31 | $24,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $681,196 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $643,728 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $7,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $906,576 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-2,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $641,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $464,516 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 251306171 |
2019 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 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 | $2,030,815 |
Total income from all sources (including contributions) | 2019-12-31 | $2,030,815 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $532,100 |
Total of all expenses incurred | 2019-12-31 | $532,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $532,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $532,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $538,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $538,911 |
Value of total assets at end of year | 2019-12-31 | $8,501,614 |
Value of total assets at beginning of year | 2019-12-31 | $7,002,899 |
Value of total assets at beginning of year | 2019-12-31 | $7,002,899 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $34,874 |
Total interest from all sources | 2019-12-31 | $34,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $260,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $260,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $260,941 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $260,941 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $52,286 |
Participant contributions at end of year | 2019-12-31 | $52,286 |
Participant contributions at beginning of year | 2019-12-31 | $36,243 |
Participant contributions at beginning of year | 2019-12-31 | $36,243 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,498,715 |
Value of net income/loss | 2019-12-31 | $1,498,715 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,501,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,002,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,002,899 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,561,483 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,561,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,974,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,974,429 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $244,117 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $244,117 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $256,000 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $256,000 |
Interest on participant loans | 2019-12-31 | $3,667 |
Interest on participant loans | 2019-12-31 | $3,667 |
Interest earned on other investments | 2019-12-31 | $31,207 |
Interest earned on other investments | 2019-12-31 | $31,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $643,728 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $643,728 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $736,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $736,227 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $230,818 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $230,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,183,442 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $12,647 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $12,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $538,911 |
Contributions received in cash from employer | 2019-12-31 | $538,911 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $301,282 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | URISH POPECK & CO., LLC |
Accountancy firm name | 2019-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 251306171 |
Accountancy firm EIN | 2019-12-31 | 251306171 |
2018 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $111,523 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $519,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $519,874 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $514,715 |
Value of total assets at end of year | 2018-12-31 | $7,002,899 |
Value of total assets at beginning of year | 2018-12-31 | $7,411,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $47 |
Total interest from all sources | 2018-12-31 | $28,974 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $270,977 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $270,977 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $36,243 |
Participant contributions at beginning of year | 2018-12-31 | $34,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-408,398 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,002,899 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,411,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,974,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,430,122 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $256,000 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $242,549 |
Interest on participant loans | 2018-12-31 | $1,665 |
Interest earned on other investments | 2018-12-31 | $27,309 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $736,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $703,913 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-714,795 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $11,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $514,715 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $519,874 |
Contract administrator fees | 2018-12-31 | $47 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 251306171 |
2017 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,478,974 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $155,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $151,384 |
Value of total corrective distributions | 2017-12-31 | $4,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $461,922 |
Value of total assets at end of year | 2017-12-31 | $7,411,297 |
Value of total assets at beginning of year | 2017-12-31 | $6,088,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $133 |
Total interest from all sources | 2017-12-31 | $24,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $195,796 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $195,796 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $34,713 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $873 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,323,194 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,411,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,088,103 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,430,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,257,147 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $242,549 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $213,937 |
Interest on participant loans | 2017-12-31 | $335 |
Interest earned on other investments | 2017-12-31 | $24,340 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $703,913 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $617,019 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $786,839 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $9,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $461,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $151,384 |
Contract administrator fees | 2017-12-31 | $133 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2017-12-31 | 251306171 |
2016 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $894,837 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $240,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $240,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $459,164 |
Value of total assets at end of year | 2016-12-31 | $6,088,103 |
Value of total assets at beginning of year | 2016-12-31 | $5,434,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $105 |
Total interest from all sources | 2016-12-31 | $22,736 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $136,937 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $136,937 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $653,886 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,088,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,434,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,257,147 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,701,907 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $213,937 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $195,386 |
Interest earned on other investments | 2016-12-31 | $22,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $617,019 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $536,924 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $266,019 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $9,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $459,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $240,846 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | URISH POPECK & CO., LLC |
Accountancy firm EIN | 2016-12-31 | 251306171 |
2015 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $485,513 |
Expenses. Total of all expenses incurred | 2015-12-31 | $198,469 |
Benefits paid (including direct rollovers) | 2015-12-31 | $198,469 |
Total plan assets at end of year | 2015-12-31 | $5,434,218 |
Total plan assets at beginning of year | 2015-12-31 | $5,147,174 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Other income received | 2015-12-31 | $18,434 |
Net income (gross income less expenses) | 2015-12-31 | $287,044 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,434,218 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,147,174 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $467,079 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $720,205 |
Expenses. Total of all expenses incurred | 2014-12-31 | $78,601 |
Benefits paid (including direct rollovers) | 2014-12-31 | $78,601 |
Total plan assets at end of year | 2014-12-31 | $4,688,497 |
Total plan assets at beginning of year | 2014-12-31 | $4,046,893 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Other income received | 2014-12-31 | $307,666 |
Net income (gross income less expenses) | 2014-12-31 | $641,604 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,688,497 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,046,893 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $412,539 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,043,413 |
Expenses. Total of all expenses incurred | 2013-12-31 | $67,004 |
Benefits paid (including direct rollovers) | 2013-12-31 | $38,974 |
Total plan assets at end of year | 2013-12-31 | $4,046,893 |
Total plan assets at beginning of year | 2013-12-31 | $3,070,484 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Other income received | 2013-12-31 | $585,398 |
Net income (gross income less expenses) | 2013-12-31 | $976,409 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,046,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,070,484 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $458,015 |
Value of corrective distributions | 2013-12-31 | $28,030 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $756,293 |
Expenses. Total of all expenses incurred | 2012-12-31 | $227,980 |
Benefits paid (including direct rollovers) | 2012-12-31 | $233,968 |
Total plan assets at end of year | 2012-12-31 | $3,070,484 |
Total plan assets at beginning of year | 2012-12-31 | $2,542,171 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $-5,988 |
Other income received | 2012-12-31 | $327,986 |
Net income (gross income less expenses) | 2012-12-31 | $528,313 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,070,484 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,542,171 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $428,307 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $412,238 |
Expenses. Total of all expenses incurred | 2011-12-31 | $61,189 |
Benefits paid (including direct rollovers) | 2011-12-31 | $61,184 |
Total plan assets at end of year | 2011-12-31 | $2,542,171 |
Total plan assets at beginning of year | 2011-12-31 | $2,191,122 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5 |
Other income received | 2011-12-31 | $-43,961 |
Net income (gross income less expenses) | 2011-12-31 | $351,049 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,542,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,191,122 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $456,199 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PITT-UPMC MEDICAL & HEALTH SCIENCES FDN 401A PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $612,000 |
Expenses. Total of all expenses incurred | 2010-12-31 | $99,712 |
Benefits paid (including direct rollovers) | 2010-12-31 | $99,712 |
Total plan assets at end of year | 2010-12-31 | $2,191,122 |
Total plan assets at beginning of year | 2010-12-31 | $1,678,834 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Other income received | 2010-12-31 | $240,044 |
Net income (gross income less expenses) | 2010-12-31 | $512,288 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,191,122 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,678,834 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $371,956 |