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401k Plan overview

Plan NameMONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN
Plan identification number 008

MONTEFIORE MEDICAL CENTER VOLUNTARY 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 VOLUNTARY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082017-01-01PAUL KELLER
0082016-01-01PAUL KELLER
0082015-01-01PAUL KELLER
0082014-01-01EILEEN MONTALTO
0082013-01-01WILLIAM SHANAHAN WILLIAM SHANAHAN2014-10-01
0082012-01-01WILLIAM SHANAHAN
0082011-01-01WILLIAM SHANAHAN
0082010-01-01WILLIAM SHANAHAN

Plan Statistics for MONTEFIORE MEDICAL CENTER VOLUNTARY TAX DEFERRED ANNUITY PLAN

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

Measure Date Value
Total participants, beginning-of-year2017-01-0131,363
Total number of active participants reported on line 7a of the Form 55002017-01-0122,888
Number of retired or separated participants receiving benefits2017-01-01171
Number of other retired or separated participants entitled to future benefits2017-01-017,296
Total of all active and inactive participants2017-01-0130,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0192
Total participants2017-01-0130,447
Number of participants with account balances2017-01-0123,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Total participants, beginning-of-year2016-01-0130,389
Total number of active participants reported on line 7a of the Form 55002016-01-0123,390
Number of retired or separated participants receiving benefits2016-01-01159
Number of other retired or separated participants entitled to future benefits2016-01-017,045
Total of all active and inactive participants2016-01-0130,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0193
Total participants2016-01-0130,687
Number of participants with account balances2016-01-0123,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Total participants, beginning-of-year2015-01-0128,994
Total number of active participants reported on line 7a of the Form 55002015-01-0123,374
Number of retired or separated participants receiving benefits2015-01-01168
Number of other retired or separated participants entitled to future benefits2015-01-016,200
Total of all active and inactive participants2015-01-0129,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0188
Total participants2015-01-0129,830
Number of participants with account balances2015-01-0121,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Total participants, beginning-of-year2014-01-0127,341
Total number of active participants reported on line 7a of the Form 55002014-01-0122,518
Number of retired or separated participants receiving benefits2014-01-01195
Number of other retired or separated participants entitled to future benefits2014-01-016,111
Total of all active and inactive participants2014-01-0128,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0176
Total participants2014-01-0128,900
Number of participants with account balances2014-01-0121,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Total participants, beginning-of-year2013-01-0123,739
Total number of active participants reported on line 7a of the Form 55002013-01-0121,413
Number of retired or separated participants receiving benefits2013-01-01195
Number of other retired or separated participants entitled to future benefits2013-01-015,781
Total of all active and inactive participants2013-01-0127,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0171
Total participants2013-01-0127,460
Number of participants with account balances2013-01-0118,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Total participants, beginning-of-year2012-01-0122,705
Total number of active participants reported on line 7a of the Form 55002012-01-0118,633
Number of retired or separated participants receiving benefits2012-01-01202
Number of other retired or separated participants entitled to future benefits2012-01-015,802
Total of all active and inactive participants2012-01-0124,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0163
Total participants2012-01-0124,700
Number of participants with account balances2012-01-0117,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Total participants, beginning-of-year2011-01-0121,652
Total number of active participants reported on line 7a of the Form 55002011-01-0118,120
Number of retired or separated participants receiving benefits2011-01-01195
Number of other retired or separated participants entitled to future benefits2011-01-014,263
Total of all active and inactive participants2011-01-0122,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0151
Total participants2011-01-0122,629
Number of participants with account balances2011-01-0115,270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Total participants, beginning-of-year2010-01-0121,344
Total number of active participants reported on line 7a of the Form 55002010-01-0117,994
Number of retired or separated participants receiving benefits2010-01-01209
Number of other retired or separated participants entitled to future benefits2010-01-013,765
Total of all active and inactive participants2010-01-0121,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0152
Total participants2010-01-0122,020
Number of participants with account balances2010-01-0114,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on MONTEFIORE MEDICAL CENTER VOLUNTARY 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 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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan 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 Covered31363
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002973
Policy instance 3
Insurance contract or identification number002973
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

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