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ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ST. JOSEPH'S HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPH'S HOSPITAL
Employer identification number (EIN):131740127
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEAN CIVITELLO
0012016-01-01DEAN CIVITELLO
0012015-01-01DEAN CIVITELLO
0012014-01-01DEAN CIVITELLO
0012013-01-01DEAN CIVITELLO
0012012-01-01DEAN CIVITELLO
0012011-01-01DEAN CIVITELLO

Plan Statistics for ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01933
Total number of active participants reported on line 7a of the Form 55002022-01-01903
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,079
Number of participants with account balances2022-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01980
Total number of active participants reported on line 7a of the Form 55002021-01-01932
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01933
Number of participants with account balances2021-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01756
Total number of active participants reported on line 7a of the Form 55002020-01-01871
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01980
Number of participants with account balances2020-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01723
Total number of active participants reported on line 7a of the Form 55002019-01-01647
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01756
Number of participants with account balances2019-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01708
Total number of active participants reported on line 7a of the Form 55002018-01-01630
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01723
Number of participants with account balances2018-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01690
Total number of active participants reported on line 7a of the Form 55002017-01-01621
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01708
Number of participants with account balances2017-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01443
Total number of active participants reported on line 7a of the Form 55002016-01-01608
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01690
Number of participants with account balances2016-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01413
Total number of active participants reported on line 7a of the Form 55002015-01-01376
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01443
Number of participants with account balances2015-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01421
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01409
Number of participants with account balances2014-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01438
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01415
Number of participants with account balances2013-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01464
Total number of active participants reported on line 7a of the Form 55002012-01-01388
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01411
Number of participants with account balances2012-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01405
Total number of active participants reported on line 7a of the Form 55002011-01-01420
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01450
Number of participants with account balances2011-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112

Financial Data on ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,838,083
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,543,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,391,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,924,248
Value of total assets at end of year2022-12-31$28,867,591
Value of total assets at beginning of year2022-12-31$33,249,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$152,308
Total interest from all sources2022-12-31$22,635
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$950,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$950,025
Administrative expenses professional fees incurred2022-12-31$152,308
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,477,451
Participant contributions at end of year2022-12-31$452,952
Participant contributions at beginning of year2022-12-31$530,661
Participant contributions at end of year2022-12-31$41,117
Participant contributions at beginning of year2022-12-31$40,916
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$98,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,381,742
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,867,591
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,249,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,272,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,811,642
Value of interest in pooled separate accounts at end of year2022-12-31$5,946,783
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,721,146
Interest on participant loans2022-12-31$22,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,810,441
Net investment gain/loss from pooled separate accounts2022-12-31$75,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,348,580
Employer contributions (assets) at end of year2022-12-31$153,944
Employer contributions (assets) at beginning of year2022-12-31$144,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,391,351
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,026,124
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,623,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,403,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,796,469
Value of total assets at end of year2021-12-31$33,249,333
Value of total assets at beginning of year2021-12-31$26,847,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$220,452
Total interest from all sources2021-12-31$27,252
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$969,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$969,780
Administrative expenses professional fees incurred2021-12-31$220,452
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,477,422
Participant contributions at end of year2021-12-31$530,661
Participant contributions at beginning of year2021-12-31$586,012
Participant contributions at end of year2021-12-31$40,916
Participant contributions at beginning of year2021-12-31$51,012
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,871,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,402,242
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,249,333
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,847,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,811,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,385,897
Value of interest in pooled separate accounts at end of year2021-12-31$4,721,146
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,777,026
Income. Interest from US Government securities2021-12-31$27,252
Net investment gain/loss from pooled separate accounts2021-12-31$61,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,447,366
Employer contributions (assets) at end of year2021-12-31$144,968
Employer contributions (assets) at beginning of year2021-12-31$47,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,403,430
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$302,229
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$5,650,822
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,863,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,739,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,509,105
Value of total assets at end of year2020-12-31$26,847,091
Value of total assets at beginning of year2020-12-31$22,757,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,768
Total interest from all sources2020-12-31$32,002
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$725,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$725,837
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,253,077
Participant contributions at end of year2020-12-31$586,012
Participant contributions at beginning of year2020-12-31$482,403
Participant contributions at end of year2020-12-31$51,012
Participant contributions at beginning of year2020-12-31$43,027
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,489
Administrative expenses (other) incurred2020-12-31$8,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,787,698
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,847,091
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,757,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$74,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,385,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,013,015
Value of interest in pooled separate accounts at end of year2020-12-31$3,777,026
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,173,275
Interest on participant loans2020-12-31$32,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,327,440
Net investment gain/loss from pooled separate accounts2020-12-31$56,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,223,539
Employer contributions (assets) at end of year2020-12-31$47,144
Employer contributions (assets) at beginning of year2020-12-31$45,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,739,356
Contract administrator fees2020-12-31$41,261
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,725,134
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,224,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,068,838
Expenses. Certain deemed distributions of participant loans2019-12-31$47,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,252,423
Value of total assets at end of year2019-12-31$22,757,164
Value of total assets at beginning of year2019-12-31$18,256,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,052
Total interest from all sources2019-12-31$24,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$595,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$595,494
Administrative expenses professional fees incurred2019-12-31$108,052
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,141,812
Participant contributions at end of year2019-12-31$482,403
Participant contributions at beginning of year2019-12-31$443,041
Participant contributions at end of year2019-12-31$43,027
Participant contributions at beginning of year2019-12-31$33,634
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,501,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,757,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,256,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,013,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,800,683
Value of interest in pooled separate accounts at end of year2019-12-31$3,173,275
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,937,185
Interest on participant loans2019-12-31$24,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,794,847
Net investment gain/loss from pooled separate accounts2019-12-31$57,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,084,016
Employer contributions (assets) at end of year2019-12-31$45,444
Employer contributions (assets) at beginning of year2019-12-31$41,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,068,838
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$60,934
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$1,497,189
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$937,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$840,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,271,429
Value of total assets at end of year2018-12-31$18,256,161
Value of total assets at beginning of year2018-12-31$17,635,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,221
Total interest from all sources2018-12-31$21,590
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$608,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$608,020
Administrative expenses professional fees incurred2018-12-31$97,221
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,083,927
Participant contributions at end of year2018-12-31$443,041
Participant contributions at beginning of year2018-12-31$469,201
Participant contributions at end of year2018-12-31$33,634
Participant contributions at beginning of year2018-12-31$30,981
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$559,620
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,256,161
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,635,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,800,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,518,918
Value of interest in pooled separate accounts at end of year2018-12-31$2,937,185
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,575,497
Interest on participant loans2018-12-31$21,590
Net investment gain/loss from pooled separate accounts2018-12-31$47,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,159,524
Employer contributions (assets) at end of year2018-12-31$41,618
Employer contributions (assets) at beginning of year2018-12-31$41,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$840,348
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$5,750
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$4,659,757
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,077,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$988,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,415,285
Value of total assets at end of year2017-12-31$17,635,607
Value of total assets at beginning of year2017-12-31$14,047,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,733
Total interest from all sources2017-12-31$18,478
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$477,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$477,673
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,058,448
Participant contributions at end of year2017-12-31$469,201
Participant contributions at beginning of year2017-12-31$405,235
Participant contributions at end of year2017-12-31$30,981
Participant contributions at beginning of year2017-12-31$33,011
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$242,950
Administrative expenses (other) incurred2017-12-31$88,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,582,442
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,635,607
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,047,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,518,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,571,367
Value of interest in pooled separate accounts at end of year2017-12-31$2,575,497
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,998,937
Interest on participant loans2017-12-31$18,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,710,485
Net investment gain/loss from pooled separate accounts2017-12-31$37,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,113,887
Employer contributions (assets) at end of year2017-12-31$41,010
Employer contributions (assets) at beginning of year2017-12-31$38,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$988,582
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$12,656
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$3,451,209
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$727,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$652,010
Expenses. Certain deemed distributions of participant loans2016-12-31$1,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,582,742
Value of total assets at end of year2016-12-31$14,047,415
Value of total assets at beginning of year2016-12-31$11,310,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,809
Total interest from all sources2016-12-31$12,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$318,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$318,364
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,037,993
Participant contributions at end of year2016-12-31$405,235
Participant contributions at beginning of year2016-12-31$304,376
Participant contributions at end of year2016-12-31$33,011
Participant contributions at beginning of year2016-12-31$26,327
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$552,333
Administrative expenses (other) incurred2016-12-31$1,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,723,951
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,047,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,310,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,571,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,193,960
Value of interest in pooled separate accounts at end of year2016-12-31$1,998,937
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,759,623
Income. Interest from loans (other than to participants)2016-12-31$12,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$505,112
Net investment gain/loss from pooled separate accounts2016-12-31$32,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$992,416
Employer contributions (assets) at end of year2016-12-31$38,865
Employer contributions (assets) at beginning of year2016-12-31$26,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$652,010
Contract administrator fees2016-12-31$30,229
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,225,843
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$919,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$849,672
Expenses. Certain deemed distributions of participant loans2015-12-31$3,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,226,841
Value of total assets at end of year2015-12-31$11,310,808
Value of total assets at beginning of year2015-12-31$10,004,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,481
Total interest from all sources2015-12-31$11,427
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$371,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$371,040
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,066,003
Participant contributions at end of year2015-12-31$304,376
Participant contributions at beginning of year2015-12-31$283,666
Participant contributions at end of year2015-12-31$26,327
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$104,882
Administrative expenses (other) incurred2015-12-31$2,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,306,465
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,310,808
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,004,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$36,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,193,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,181,140
Value of interest in pooled separate accounts at end of year2015-12-31$1,759,623
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,539,537
Interest on participant loans2015-12-31$11,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-413,601
Net investment gain/loss from pooled separate accounts2015-12-31$30,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,055,956
Employer contributions (assets) at end of year2015-12-31$26,522
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$849,672
Contract administrator fees2015-12-31$28,230
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,522,556
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$392,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$333,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,941,590
Value of total assets at end of year2014-12-31$10,004,343
Value of total assets at beginning of year2014-12-31$7,874,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,172
Total interest from all sources2014-12-31$10,528
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$243,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$243,387
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$958,580
Participant contributions at end of year2014-12-31$283,666
Participant contributions at beginning of year2014-12-31$197,165
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,139
Administrative expenses (other) incurred2014-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,129,810
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,004,343
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,874,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$29,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,181,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,377,469
Value of interest in pooled separate accounts at end of year2014-12-31$1,539,537
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,299,899
Interest on participant loans2014-12-31$10,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$298,621
Net investment gain/loss from pooled separate accounts2014-12-31$28,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$974,871
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$333,574
Contract administrator fees2014-12-31$28,187
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,086,857
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$325,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,081,923
Value of total assets at end of year2013-12-31$7,874,533
Value of total assets at beginning of year2013-12-31$5,113,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,757
Total interest from all sources2013-12-31$6,656
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$144,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$144,706
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$964,306
Participant contributions at end of year2013-12-31$197,165
Participant contributions at beginning of year2013-12-31$92,006
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$29,608
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,072
Administrative expenses (other) incurred2013-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,761,489
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,874,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,113,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,377,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,034,678
Value of interest in pooled separate accounts at end of year2013-12-31$1,299,899
Value of interest in pooled separate accounts at beginning of year2013-12-31$920,581
Interest on participant loans2013-12-31$6,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$828,934
Net investment gain/loss from pooled separate accounts2013-12-31$24,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,032,545
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$36,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,611
Contract administrator fees2013-12-31$25,701
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,581,246
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$431,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$393,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,189,949
Value of total assets at end of year2012-12-31$5,113,044
Value of total assets at beginning of year2012-12-31$2,963,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,603
Total interest from all sources2012-12-31$1,989
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$98,621
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$984,735
Participant contributions at end of year2012-12-31$92,006
Participant contributions at beginning of year2012-12-31$26,169
Participant contributions at end of year2012-12-31$29,608
Participant contributions at beginning of year2012-12-31$86,400
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$190,879
Administrative expenses (other) incurred2012-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,149,703
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,113,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,963,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$12,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,034,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,867,706
Value of interest in pooled separate accounts at end of year2012-12-31$920,581
Value of interest in pooled separate accounts at beginning of year2012-12-31$533,261
Interest on participant loans2012-12-31$1,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$268,783
Net investment gain/loss from pooled separate accounts2012-12-31$21,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,014,335
Employer contributions (assets) at end of year2012-12-31$36,171
Employer contributions (assets) at beginning of year2012-12-31$449,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$393,940
Contract administrator fees2012-12-31$25,146
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTE BEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,981,722
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$18,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,020,759
Value of total assets at end of year2011-12-31$2,963,341
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,461
Total interest from all sources2011-12-31$400
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$37,305
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$599,171
Participant contributions at end of year2011-12-31$26,169
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$86,400
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,389,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,963,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,963,341
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,867,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$533,261
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-81,988
Net investment gain/loss from pooled separate accounts2011-12-31$5,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,031,946
Employer contributions (assets) at end of year2011-12-31$449,805
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,920
Contract administrator fees2011-12-31$12,348
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTE BEARD LLC
Accountancy firm EIN2011-12-31232932984

Form 5500 Responses for ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN

2022: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. VINCENT'S HOSPITAL WESTCHESTER 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered903
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered932
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered518
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered501
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered469
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered454
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered447
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered409
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered415
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered411
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number41780
Policy instance 1
Insurance contract or identification number41780
Number of Individuals Covered450
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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