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401k Plan overview

Plan NameMONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN
Plan identification number 003

MONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:MONTEFIORE MEDICAL CENTER
Employer identification number (EIN):131740114
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about MONTEFIORE MEDICAL CENTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1884-07-23
Company Identification Number: 19807
Legal Registered Office Address: C/O GENERAL COUNSEL
111 EAST 210TH STREET
BRONX
United States of America (USA)
10467

More information about MONTEFIORE MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01PAUL KELLER
0032016-01-01PAUL KELLER
0032015-01-01PAUL KELLER
0032014-01-01ANNA GUTSIN
0032013-01-01ANNA GUTSIN
0032012-01-01ANNA GUTSIN
0032011-01-01ANNA GUTSIN

Plan Statistics for MONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN

401k plan membership statisitcs for MONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01142
Number of retired or separated participants receiving benefits2017-01-01271
Number of other retired or separated participants entitled to future benefits2017-01-01200
Total of all active and inactive participants2017-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0118
Total participants2017-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Total participants, beginning-of-year2016-01-01642
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-01185
Number of other retired or separated participants entitled to future benefits2016-01-01273
Total of all active and inactive participants2016-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-01635
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Total participants, beginning-of-year2015-01-01646
Total number of active participants reported on line 7a of the Form 55002015-01-01188
Number of retired or separated participants receiving benefits2015-01-01180
Number of other retired or separated participants entitled to future benefits2015-01-01256
Total of all active and inactive participants2015-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01205
Number of retired or separated participants receiving benefits2014-01-01173
Number of other retired or separated participants entitled to future benefits2014-01-01251
Total of all active and inactive participants2014-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Total participants, beginning-of-year2013-01-01653
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of retired or separated participants receiving benefits2013-01-01169
Number of other retired or separated participants entitled to future benefits2013-01-01254
Total of all active and inactive participants2013-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Total participants, beginning-of-year2012-01-01661
Total number of active participants reported on line 7a of the Form 55002012-01-01216
Number of retired or separated participants receiving benefits2012-01-01166
Number of other retired or separated participants entitled to future benefits2012-01-01259
Total of all active and inactive participants2012-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Total participants, beginning-of-year2011-01-01664
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Number of retired or separated participants receiving benefits2011-01-01158
Number of other retired or separated participants entitled to future benefits2011-01-01267
Total of all active and inactive participants2011-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on MONTEFIORE MEDICAL CENTER HEALTH SERVICES RETIREMENT PLAN

Measure Date Value
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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
2016-01-01Type 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
2015-01-01Type 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012-01-01Type 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622994
Policy instance 1
Insurance contract or identification number622994
Number of Individuals Covered613
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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