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401k Plan overview

Plan NameMONTEFIORE MEDICAL CENTER TAX DEFERRED ANNUITY PLAN
Plan identification number 007

MONTEFIORE MEDICAL CENTER TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072017-01-01PAUL KELLER
0072016-01-01PAUL KELLER
0072015-01-01PAUL KELLER
0072014-01-01EILEEN MONTALTO
0072013-01-01WILLIAM SHANAHAN WILLIAM SHANAHAN2014-10-01
0072012-01-01WILLIAM SHANAHAN
0072011-01-01WILLIAM SHANAHAN
0072010-01-01WILLIAM SHANAHAN
0072009-01-01WILLIAM SHANAHAN

Plan Statistics for MONTEFIORE MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MONTEFIORE MEDICAL CENTER TAX DEFERRED ANNUITY PLAN

Measure Date Value
Total participants, beginning-of-year2017-01-018,960
Total number of active participants reported on line 7a of the Form 55002017-01-016,167
Number of retired or separated participants receiving benefits2017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-012,701
Total of all active and inactive participants2017-01-018,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0139
Total participants2017-01-018,987
Number of participants with account balances2017-01-018,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01130
Total participants, beginning-of-year2016-01-018,705
Total number of active participants reported on line 7a of the Form 55002016-01-016,048
Number of retired or separated participants receiving benefits2016-01-0168
Number of other retired or separated participants entitled to future benefits2016-01-012,807
Total of all active and inactive participants2016-01-018,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0148
Total participants2016-01-018,971
Number of participants with account balances2016-01-018,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01188
Total participants, beginning-of-year2015-01-018,404
Total number of active participants reported on line 7a of the Form 55002015-01-016,104
Number of retired or separated participants receiving benefits2015-01-0174
Number of other retired or separated participants entitled to future benefits2015-01-012,586
Total of all active and inactive participants2015-01-018,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0146
Total participants2015-01-018,810
Number of participants with account balances2015-01-018,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01252
Total participants, beginning-of-year2014-01-017,576
Total number of active participants reported on line 7a of the Form 55002014-01-015,793
Number of retired or separated participants receiving benefits2014-01-0179
Number of other retired or separated participants entitled to future benefits2014-01-012,369
Total of all active and inactive participants2014-01-018,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0136
Total participants2014-01-018,277
Number of participants with account balances2014-01-017,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0181
Total participants, beginning-of-year2013-01-017,172
Total number of active participants reported on line 7a of the Form 55002013-01-014,882
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-012,479
Total of all active and inactive participants2013-01-017,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0128
Total participants2013-01-017,465
Number of participants with account balances2013-01-017,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0177
Total participants, beginning-of-year2012-01-017,020
Total number of active participants reported on line 7a of the Form 55002012-01-014,621
Number of retired or separated participants receiving benefits2012-01-0184
Number of other retired or separated participants entitled to future benefits2012-01-013,083
Total of all active and inactive participants2012-01-017,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0135
Total participants2012-01-017,823
Number of participants with account balances2012-01-017,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01100
Total participants, beginning-of-year2011-01-016,807
Total number of active participants reported on line 7a of the Form 55002011-01-014,467
Number of retired or separated participants receiving benefits2011-01-0175
Number of other retired or separated participants entitled to future benefits2011-01-012,474
Total of all active and inactive participants2011-01-017,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-017,035
Number of participants with account balances2011-01-016,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0194
Total participants, beginning-of-year2010-01-016,562
Total number of active participants reported on line 7a of the Form 55002010-01-014,269
Number of retired or separated participants receiving benefits2010-01-0181
Number of other retired or separated participants entitled to future benefits2010-01-012,469
Total of all active and inactive participants2010-01-016,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0120
Total participants2010-01-016,839
Number of participants with account balances2010-01-016,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0159
Total participants, beginning-of-year2009-01-016,517
Total number of active participants reported on line 7a of the Form 55002009-01-014,201
Number of retired or separated participants receiving benefits2009-01-0187
Number of other retired or separated participants entitled to future benefits2009-01-012,579
Total of all active and inactive participants2009-01-016,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-016,886
Number of participants with account balances2009-01-016,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on MONTEFIORE MEDICAL CENTER TAX DEFERRED ANNUITY 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004868
Policy instance 1
Insurance contract or identification number004868
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518330
Policy instance 2
Insurance contract or identification number518330
Number of Individuals Covered8960
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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