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RETIREMENT PLAN OF CROUSE HOSPITAL 401k Plan overview

Plan NameRETIREMENT PLAN OF CROUSE HOSPITAL
Plan identification number 001

RETIREMENT PLAN OF CROUSE HOSPITAL Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CROUSE HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:CROUSE HOSPITAL
Employer identification number (EIN):160960470
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF CROUSE HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN BERGEMANN
0012016-01-01JOHN BERGEMANN
0012015-01-01JOHN BERGEMANN
0012014-01-01JOHN BERGEMANN
0012013-01-01JOHN BERGEMANN
0012012-01-01JOHN BERGEMANN
0012011-01-01JOHN BERGEMANN
0012010-01-01JOHN BERGEMANN
0012009-01-01JOHN BERGEMANN
0012009-01-01JOHN BERGEMANN

Plan Statistics for RETIREMENT PLAN OF CROUSE HOSPITAL

401k plan membership statisitcs for RETIREMENT PLAN OF CROUSE HOSPITAL

Measure Date Value
2020: RETIREMENT PLAN OF CROUSE HOSPITAL 2020 401k membership
Market value of plan assets2020-12-31216,375,373
Acturial value of plan assets2020-12-31207,721,542
Funding target for retired participants and beneficiaries receiving payment2020-12-31142,354,888
Number of terminated vested participants2020-12-311,235
Fundng target for terminated vested participants2020-12-3152,579,016
Active participant vested funding target2020-12-3183,463,111
Number of active participants2020-12-311,500
Total funding liabilities for active participants2020-12-3184,091,257
Total participant count2020-12-314,150
Total funding target for all participants2020-12-31279,025,161
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-316,973,679
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-316,973,679
Minimum required contributions for current year target normal cost2020-12-312,791,000
Net shortfall amortization installment of oustanding balance2020-12-3171,303,619
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3113,430,376
Additional cash requirement2020-12-3113,430,376
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-3113,430,376
Unpaid minimum required contributions for all years2020-12-3120,404,055
Total participants, beginning-of-year2020-01-014,142
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF CROUSE HOSPITAL 2019 401k membership
Market value of plan assets2019-12-31187,382,145
Acturial value of plan assets2019-12-31201,198,512
Funding target for retired participants and beneficiaries receiving payment2019-12-31131,638,980
Number of terminated vested participants2019-12-311,241
Fundng target for terminated vested participants2019-12-3152,532,579
Active participant vested funding target2019-12-3188,825,707
Number of active participants2019-12-311,647
Total funding liabilities for active participants2019-12-3189,502,272
Total participant count2019-12-314,209
Total funding target for all participants2019-12-31273,673,831
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-319,644,576
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-319,304,516
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,738,000
Net shortfall amortization installment of oustanding balance2019-12-3172,475,319
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3116,278,195
Additional cash requirement2019-12-3116,278,195
Contributions allocatedtoward minimum required contributions for current year2019-12-319,304,516
Unpaid minimum required contributions for current year2019-12-316,973,679
Unpaid minimum required contributions for all years2019-12-316,973,679
Total participants, beginning-of-year2019-01-014,200
Total number of active participants reported on line 7a of the Form 55002019-01-011,500
Number of retired or separated participants receiving benefits2019-01-011,342
Number of other retired or separated participants entitled to future benefits2019-01-011,213
Total of all active and inactive participants2019-01-014,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0187
Total participants2019-01-014,142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: RETIREMENT PLAN OF CROUSE HOSPITAL 2018 401k membership
Market value of plan assets2018-12-31210,786,538
Acturial value of plan assets2018-12-31201,520,429
Funding target for retired participants and beneficiaries receiving payment2018-12-31118,404,776
Number of terminated vested participants2018-12-311,255
Fundng target for terminated vested participants2018-12-3154,135,552
Active participant vested funding target2018-12-3188,162,296
Number of active participants2018-12-311,807
Total funding liabilities for active participants2018-12-3189,178,799
Total participant count2018-12-314,304
Total funding target for all participants2018-12-31261,719,127
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3110,107,650
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-319,644,575
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,737,000
Net shortfall amortization installment of oustanding balance2018-12-3160,198,698
Total funding amount beforereflecting carryover/prefunding balances2018-12-319,644,575
Additional cash requirement2018-12-319,644,575
Contributions allocatedtoward minimum required contributions for current year2018-12-319,644,575
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014,296
Total number of active participants reported on line 7a of the Form 55002018-01-011,647
Number of retired or separated participants receiving benefits2018-01-011,251
Number of other retired or separated participants entitled to future benefits2018-01-011,209
Total of all active and inactive participants2018-01-014,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0193
Total participants2018-01-014,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: RETIREMENT PLAN OF CROUSE HOSPITAL 2017 401k membership
Market value of plan assets2017-12-31194,294,842
Acturial value of plan assets2017-12-31201,458,082
Funding target for retired participants and beneficiaries receiving payment2017-12-31107,620,349
Number of terminated vested participants2017-12-311,230
Fundng target for terminated vested participants2017-12-3153,842,549
Active participant vested funding target2017-12-3193,076,269
Number of active participants2017-12-312,057
Total funding liabilities for active participants2017-12-3194,453,013
Total participant count2017-12-314,453
Total funding target for all participants2017-12-31255,915,911
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-319,031,316
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-31194,956
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-318,336,202
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,765,000
Net shortfall amortization installment of oustanding balance2017-12-3154,457,829
Total funding amount beforereflecting carryover/prefunding balances2017-12-318,336,202
Additional cash requirement2017-12-318,336,202
Contributions allocatedtoward minimum required contributions for current year2017-12-318,336,202
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,449
Total number of active participants reported on line 7a of the Form 55002017-01-011,807
Number of retired or separated participants receiving benefits2017-01-011,185
Number of other retired or separated participants entitled to future benefits2017-01-011,214
Total of all active and inactive participants2017-01-014,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0190
Total participants2017-01-014,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0164
2016: RETIREMENT PLAN OF CROUSE HOSPITAL 2016 401k membership
Market value of plan assets2016-12-31198,366,061
Acturial value of plan assets2016-12-31206,414,482
Funding target for retired participants and beneficiaries receiving payment2016-12-3199,017,543
Number of terminated vested participants2016-12-311,355
Fundng target for terminated vested participants2016-12-3151,370,137
Active participant vested funding target2016-12-3196,686,279
Number of active participants2016-12-312,060
Total funding liabilities for active participants2016-12-3197,993,065
Total participant count2016-12-314,507
Total funding target for all participants2016-12-31248,380,745
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-316,365,171
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,956,699
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,561,925
Net shortfall amortization installment of oustanding balance2016-12-3141,966,263
Total funding amount beforereflecting carryover/prefunding balances2016-12-315,956,699
Additional cash requirement2016-12-315,956,699
Contributions allocatedtoward minimum required contributions for current year2016-12-315,956,699
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,503
Total number of active participants reported on line 7a of the Form 55002016-01-012,057
Number of retired or separated participants receiving benefits2016-01-011,113
Number of other retired or separated participants entitled to future benefits2016-01-011,187
Total of all active and inactive participants2016-01-014,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0192
Total participants2016-01-014,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0182
2015: RETIREMENT PLAN OF CROUSE HOSPITAL 2015 401k membership
Total participants, beginning-of-year2015-01-014,875
Total number of active participants reported on line 7a of the Form 55002015-01-012,040
Number of retired or separated participants receiving benefits2015-01-011,039
Number of other retired or separated participants entitled to future benefits2015-01-011,310
Total of all active and inactive participants2015-01-014,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0194
Total participants2015-01-014,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: RETIREMENT PLAN OF CROUSE HOSPITAL 2014 401k membership
Total participants, beginning-of-year2014-01-014,812
Total number of active participants reported on line 7a of the Form 55002014-01-011,988
Number of retired or separated participants receiving benefits2014-01-01986
Number of other retired or separated participants entitled to future benefits2014-01-011,784
Total of all active and inactive participants2014-01-014,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0190
Total participants2014-01-014,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: RETIREMENT PLAN OF CROUSE HOSPITAL 2013 401k membership
Total participants, beginning-of-year2013-01-014,731
Total number of active participants reported on line 7a of the Form 55002013-01-012,031
Number of retired or separated participants receiving benefits2013-01-01939
Number of other retired or separated participants entitled to future benefits2013-01-011,728
Total of all active and inactive participants2013-01-014,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0190
Total participants2013-01-014,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: RETIREMENT PLAN OF CROUSE HOSPITAL 2012 401k membership
Total participants, beginning-of-year2012-01-014,627
Total number of active participants reported on line 7a of the Form 55002012-01-012,042
Number of retired or separated participants receiving benefits2012-01-01869
Number of other retired or separated participants entitled to future benefits2012-01-011,712
Total of all active and inactive participants2012-01-014,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0188
Total participants2012-01-014,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0140
2011: RETIREMENT PLAN OF CROUSE HOSPITAL 2011 401k membership
Total participants, beginning-of-year2011-01-014,564
Total number of active participants reported on line 7a of the Form 55002011-01-012,044
Number of retired or separated participants receiving benefits2011-01-01802
Number of other retired or separated participants entitled to future benefits2011-01-011,664
Total of all active and inactive participants2011-01-014,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0193
Total participants2011-01-014,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2010: RETIREMENT PLAN OF CROUSE HOSPITAL 2010 401k membership
Total participants, beginning-of-year2010-01-014,481
Total number of active participants reported on line 7a of the Form 55002010-01-012,029
Number of retired or separated participants receiving benefits2010-01-01780
Number of other retired or separated participants entitled to future benefits2010-01-011,634
Total of all active and inactive participants2010-01-014,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0186
Total participants2010-01-014,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0162
2009: RETIREMENT PLAN OF CROUSE HOSPITAL 2009 401k membership
Total participants, beginning-of-year2009-01-014,365
Total number of active participants reported on line 7a of the Form 55002009-01-012,019
Number of retired or separated participants receiving benefits2009-01-01705
Number of other retired or separated participants entitled to future benefits2009-01-011,650
Total of all active and inactive participants2009-01-014,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0182
Total participants2009-01-014,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0181

Financial Data on RETIREMENT PLAN OF CROUSE HOSPITAL

Measure Date Value
2020 : RETIREMENT PLAN OF CROUSE HOSPITAL 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$636,186
Total unrealized appreciation/depreciation of assets2020-12-31$636,186
Total transfer of assets from this plan2020-12-31$236,021,479
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$40,485,330
Total loss/gain on sale of assets2020-12-31$1,430,715
Total of all expenses incurred2020-12-31$20,844,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,293,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$216,380,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,550,665
Total interest from all sources2020-12-31$685,462
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,683,231
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$2,683,231
Administrative expenses professional fees incurred2020-12-31$83,165
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,006
Other income not declared elsewhere2020-12-31$14,050,085
Administrative expenses (other) incurred2020-12-31$2,720,462
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$8,160,532
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$19,640,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$216,380,793
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$9,115,088
Investment advisory and management fees2020-12-31$747,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$137,567,620
Income. Interest from US Government securities2020-12-31$685,462
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$59,124,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,985,060
Net investment gain or loss from common/collective trusts2020-12-31$14,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,411,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,293,979
Did the plan have assets held for investment2020-12-31No
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 PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$43,112,515
Aggregate carrying amount (costs) on sale of assets2020-12-31$41,681,800
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FREED MAXICK CPAS
Accountancy firm EIN2020-12-31454051133
2019 : RETIREMENT PLAN OF CROUSE HOSPITAL 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$538,586
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$538,586
Total unrealized appreciation/depreciation of assets2019-12-31$538,586
Total unrealized appreciation/depreciation of assets2019-12-31$538,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,501,999
Total income from all sources (including contributions)2019-12-31$48,501,999
Total loss/gain on sale of assets2019-12-31$-47,453
Total loss/gain on sale of assets2019-12-31$-47,453
Total of all expenses incurred2019-12-31$19,576,614
Total of all expenses incurred2019-12-31$19,576,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,110,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,110,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,644,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,644,576
Value of total assets at end of year2019-12-31$216,380,793
Value of total assets at end of year2019-12-31$216,380,793
Value of total assets at beginning of year2019-12-31$187,455,408
Value of total assets at beginning of year2019-12-31$187,455,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,465,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,465,817
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,413,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,413,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$4,413,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,413,950
Administrative expenses professional fees incurred2019-12-31$70,470
Administrative expenses professional fees incurred2019-12-31$70,470
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,970
Other income not declared elsewhere2019-12-31$1,912
Other income not declared elsewhere2019-12-31$1,912
Administrative expenses (other) incurred2019-12-31$2,661,790
Administrative expenses (other) incurred2019-12-31$2,661,790
Total non interest bearing cash at end of year2019-12-31$8,160,532
Total non interest bearing cash at end of year2019-12-31$8,160,532
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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
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$28,925,385
Value of net income/loss2019-12-31$28,925,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$216,380,793
Value of net assets at end of year (total assets less liabilities)2019-12-31$216,380,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$187,455,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$187,455,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$9,115,088
Assets. partnership/joint venture interests at end of year2019-12-31$9,115,088
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,261,323
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,261,323
Investment advisory and management fees2019-12-31$733,557
Investment advisory and management fees2019-12-31$733,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$137,567,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$137,567,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$120,975,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$120,975,695
Value of interest in common/collective trusts at end of year2019-12-31$59,124,403
Value of interest in common/collective trusts at end of year2019-12-31$59,124,403
Value of interest in common/collective trusts at beginning of year2019-12-31$48,360,923
Value of interest in common/collective trusts at beginning of year2019-12-31$48,360,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,524,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,524,544
Net investment gain/loss from pooled separate accounts2019-12-31$12,425,884
Net investment gain/loss from pooled separate accounts2019-12-31$12,425,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,644,576
Contributions received in cash from employer2019-12-31$9,644,576
Employer contributions (assets) at end of year2019-12-31$2,411,144
Employer contributions (assets) at end of year2019-12-31$2,411,144
Employer contributions (assets) at beginning of year2019-12-31$3,855,497
Employer contributions (assets) at beginning of year2019-12-31$3,855,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,110,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,110,797
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,737,367
Aggregate proceeds on sale of assets2019-12-31$6,737,367
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,784,820
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,784,820
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FREED MAXICK CPAS
Accountancy firm name2019-12-31FREED MAXICK CPAS
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : RETIREMENT PLAN OF CROUSE HOSPITAL 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-486,745
Total unrealized appreciation/depreciation of assets2018-12-31$-486,745
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$0
Total income from all sources (including contributions)2018-12-31$-4,485,182
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,964,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,353,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,107,650
Value of total assets at end of year2018-12-31$187,455,408
Value of total assets at beginning of year2018-12-31$210,904,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,610,870
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,826,513
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$3,826,513
Administrative expenses professional fees incurred2018-12-31$76,095
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$786
Other income not declared elsewhere2018-12-31$1,952
Administrative expenses (other) incurred2018-12-31$2,617,545
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,600,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-23,449,327
Value of net assets at end of year (total assets less liabilities)2018-12-31$187,455,408
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$210,904,735
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
Assets. partnership/joint venture interests at end of year2018-12-31$14,261,323
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,747,771
Investment advisory and management fees2018-12-31$917,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$120,975,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$134,375,304
Value of interest in common/collective trusts at end of year2018-12-31$48,360,923
Value of interest in common/collective trusts at beginning of year2018-12-31$55,820,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,135,330
Net investment gain or loss from common/collective trusts2018-12-31$-2,799,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$10,107,650
Employer contributions (assets) at end of year2018-12-31$3,855,497
Employer contributions (assets) at beginning of year2018-12-31$4,360,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,353,275
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FREED MAXICK CPAS
Accountancy firm EIN2018-12-31454051133
2017 : RETIREMENT PLAN OF CROUSE HOSPITAL 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$680,295
Total unrealized appreciation/depreciation of assets2017-12-31$680,295
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$36,988,447
Total loss/gain on sale of assets2017-12-31$170,745
Total of all expenses incurred2017-12-31$20,496,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,830,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,031,316
Value of total assets at end of year2017-12-31$210,904,735
Value of total assets at beginning of year2017-12-31$194,412,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,665,769
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,667,781
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$3,667,781
Administrative expenses professional fees incurred2017-12-31$118,995
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$192
Other income not declared elsewhere2017-12-31$5,755
Administrative expenses (other) incurred2017-12-31$2,660,583
Total non interest bearing cash at end of year2017-12-31$1,600,000
Total non interest bearing cash at beginning of year2017-12-31$-254,912
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$16,492,091
Value of net assets at end of year (total assets less liabilities)2017-12-31$210,904,735
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$194,412,644
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
Assets. partnership/joint venture interests at end of year2017-12-31$14,747,771
Assets. partnership/joint venture interests at beginning of year2017-12-31$22,716,730
Investment advisory and management fees2017-12-31$886,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$134,375,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$146,925,084
Value of interest in common/collective trusts at end of year2017-12-31$55,820,145
Value of interest in common/collective trusts at beginning of year2017-12-31$21,329,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,772,376
Net investment gain or loss from common/collective trusts2017-12-31$2,660,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,031,316
Employer contributions (assets) at end of year2017-12-31$4,360,729
Employer contributions (assets) at beginning of year2017-12-31$3,695,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,830,587
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
Aggregate proceeds on sale of assets2017-12-31$11,320,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,149,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FREED MAXICK CPAS
Accountancy firm EIN2017-12-31454051133
2016 : RETIREMENT PLAN OF CROUSE HOSPITAL 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-213,859
Total unrealized appreciation/depreciation of assets2016-12-31$-213,859
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$17,720,356
Total loss/gain on sale of assets2016-12-31$457
Total of all expenses incurred2016-12-31$21,698,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,865,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,378,769
Value of total assets at end of year2016-12-31$194,412,644
Value of total assets at beginning of year2016-12-31$198,390,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,833,284
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,057,559
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$4,057,559
Administrative expenses professional fees incurred2016-12-31$99,050
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,216,549
Other income not declared elsewhere2016-12-31$2,157
Administrative expenses (other) incurred2016-12-31$2,587,144
Total non interest bearing cash at end of year2016-12-31$-254,912
Total non interest bearing cash at beginning of year2016-12-31$-122,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,978,191
Value of net assets at end of year (total assets less liabilities)2016-12-31$194,412,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$198,390,835
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
Assets. partnership/joint venture interests at end of year2016-12-31$22,716,730
Assets. partnership/joint venture interests at beginning of year2016-12-31$19,930,587
Investment advisory and management fees2016-12-31$1,147,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$146,925,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$142,001,175
Value of interest in common/collective trusts at end of year2016-12-31$21,329,965
Value of interest in common/collective trusts at beginning of year2016-12-31$34,031,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,196,530
Net investment gain or loss from common/collective trusts2016-12-31$1,298,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$6,365,171
Employer contributions (assets) at end of year2016-12-31$3,695,585
Employer contributions (assets) at beginning of year2016-12-31$1,334,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,865,263
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
Aggregate proceeds on sale of assets2016-12-31$1,216,898
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,216,441
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FREED MAXICK CPAS
Accountancy firm EIN2016-12-31454051133
2015 : RETIREMENT PLAN OF CROUSE HOSPITAL 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,481,233
Total unrealized appreciation/depreciation of assets2015-12-31$1,481,233
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$2,088,461
Total loss/gain on sale of assets2015-12-31$3,752,689
Total of all expenses incurred2015-12-31$20,598,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,544,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,736,846
Value of total assets at end of year2015-12-31$198,390,835
Value of total assets at beginning of year2015-12-31$216,901,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,053,959
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,360,108
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$3,167,300
Administrative expenses professional fees incurred2015-12-31$77,350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,216,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$39,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$110,758
Administrative expenses (other) incurred2015-12-31$52,927
Total non interest bearing cash at end of year2015-12-31$-122,917
Total non interest bearing cash at beginning of year2015-12-31$16,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,510,213
Value of net assets at end of year (total assets less liabilities)2015-12-31$198,390,835
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$216,901,048
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
Assets. partnership/joint venture interests at end of year2015-12-31$19,930,587
Assets. partnership/joint venture interests at beginning of year2015-12-31$98,325,265
Investment advisory and management fees2015-12-31$923,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$142,001,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,185,225
Value of interest in common/collective trusts at end of year2015-12-31$34,031,223
Value of interest in common/collective trusts at beginning of year2015-12-31$10,276,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,602,935
Net investment gain or loss from common/collective trusts2015-12-31$249,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$3,736,846
Employer contributions (assets) at end of year2015-12-31$1,334,218
Employer contributions (assets) at beginning of year2015-12-31$712,876
Income. Dividends from common stock2015-12-31$192,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,544,715
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$36,345,360
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
Aggregate proceeds on sale of assets2015-12-31$150,691,881
Aggregate carrying amount (costs) on sale of assets2015-12-31$146,939,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FREED MAXICK CPAS
Accountancy firm EIN2015-12-31454051133
2014 : RETIREMENT PLAN OF CROUSE HOSPITAL 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,705,571
Total unrealized appreciation/depreciation of assets2014-12-31$7,705,571
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$61,787
Total income from all sources (including contributions)2014-12-31$28,083,649
Total loss/gain on sale of assets2014-12-31$-365,864
Total of all expenses incurred2014-12-31$13,316,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,726,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,402,607
Value of total assets at end of year2014-12-31$216,901,048
Value of total assets at beginning of year2014-12-31$202,195,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$589,856
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,889,975
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$1,449,760
Administrative expenses professional fees incurred2014-12-31$33,142
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$39,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$37,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$61,787
Other income not declared elsewhere2014-12-31$7,305
Administrative expenses (other) incurred2014-12-31$52,925
Total non interest bearing cash at end of year2014-12-31$16,316
Total non interest bearing cash at beginning of year2014-12-31$39
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$14,767,627
Value of net assets at end of year (total assets less liabilities)2014-12-31$216,901,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$202,133,421
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
Assets. partnership/joint venture interests at end of year2014-12-31$98,325,265
Assets. partnership/joint venture interests at beginning of year2014-12-31$31,123,178
Investment advisory and management fees2014-12-31$503,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,185,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$127,843,392
Value of interest in common/collective trusts at end of year2014-12-31$10,276,630
Value of interest in common/collective trusts at beginning of year2014-12-31$10,749,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,917,194
Net investment gain or loss from common/collective trusts2014-12-31$-473,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$4,402,607
Employer contributions (assets) at end of year2014-12-31$712,876
Employer contributions (assets) at beginning of year2014-12-31$185,550
Income. Dividends from common stock2014-12-31$440,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,726,166
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$36,345,360
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$32,256,072
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
Aggregate proceeds on sale of assets2014-12-31$20,614,665
Aggregate carrying amount (costs) on sale of assets2014-12-31$20,980,529
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 name2014-12-31FREED MAXICK CPAS
Accountancy firm EIN2014-12-31454051133
2013 : RETIREMENT PLAN OF CROUSE HOSPITAL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,625,729
Total unrealized appreciation/depreciation of assets2013-12-31$9,625,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,787
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$15,594,881
Total loss/gain on sale of assets2013-12-31$2,279,306
Total of all expenses incurred2013-12-31$11,254,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,308,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,793,659
Value of total assets at end of year2013-12-31$202,195,208
Value of total assets at beginning of year2013-12-31$197,793,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$946,576
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,432,670
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$2,076,595
Administrative expenses professional fees incurred2013-12-31$27,080
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$37,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$61,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$15,215
Administrative expenses (other) incurred2013-12-31$52,500
Total non interest bearing cash at end of year2013-12-31$39
Total non interest bearing cash at beginning of year2013-12-31$14,086
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$4,340,114
Value of net assets at end of year (total assets less liabilities)2013-12-31$202,133,421
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$197,793,307
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
Assets. partnership/joint venture interests at end of year2013-12-31$31,123,178
Assets. partnership/joint venture interests at beginning of year2013-12-31$28,805,120
Investment advisory and management fees2013-12-31$866,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$127,843,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$133,453,238
Value of interest in common/collective trusts at end of year2013-12-31$10,749,769
Value of interest in common/collective trusts at beginning of year2013-12-31$11,604,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-2,697,113
Net investment gain or loss from common/collective trusts2013-12-31$145,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,793,659
Employer contributions (assets) at end of year2013-12-31$185,550
Employer contributions (assets) at beginning of year2013-12-31$876,927
Income. Dividends from common stock2013-12-31$356,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,308,191
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$32,256,072
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$23,016,184
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
Aggregate proceeds on sale of assets2013-12-31$20,141,286
Aggregate carrying amount (costs) on sale of assets2013-12-31$17,861,980
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 name2013-12-31FREED MAXICK CPAS
Accountancy firm EIN2013-12-31454051133
2012 : RETIREMENT PLAN OF CROUSE HOSPITAL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,906,695
Total unrealized appreciation/depreciation of assets2012-12-31$2,906,695
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$29,354,129
Total loss/gain on sale of assets2012-12-31$496,701
Total of all expenses incurred2012-12-31$8,818,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,310,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,343,685
Value of total assets at end of year2012-12-31$197,793,307
Value of total assets at beginning of year2012-12-31$177,257,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$508,597
Total interest from all sources2012-12-31$82
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,780,858
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$2,583,502
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$16,785,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,742
Other income not declared elsewhere2012-12-31$50,019
Administrative expenses (other) incurred2012-12-31$78,298
Total non interest bearing cash at end of year2012-12-31$14,086
Total non interest bearing cash at beginning of year2012-12-31$6,507
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$20,535,531
Value of net assets at end of year (total assets less liabilities)2012-12-31$197,793,307
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$177,257,776
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
Assets. partnership/joint venture interests at end of year2012-12-31$28,805,120
Assets. partnership/joint venture interests at beginning of year2012-12-31$8,362,780
Investment advisory and management fees2012-12-31$430,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$133,453,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$140,796,768
Interest earned on other investments2012-12-31$82
Value of interest in common/collective trusts at end of year2012-12-31$11,604,354
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,325,369
Net investment gain or loss from common/collective trusts2012-12-31$1,450,720
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,343,685
Employer contributions (assets) at end of year2012-12-31$876,927
Employer contributions (assets) at beginning of year2012-12-31$5,824,338
Income. Dividends from common stock2012-12-31$197,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,310,001
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$23,016,184
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,479,179
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
Aggregate proceeds on sale of assets2012-12-31$21,336,534
Aggregate carrying amount (costs) on sale of assets2012-12-31$20,839,833
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GROSSMAN ST. AMOUR CPAS, P.L.L.C.
Accountancy firm EIN2012-12-31460475780
2011 : RETIREMENT PLAN OF CROUSE HOSPITAL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,843,895
Total unrealized appreciation/depreciation of assets2011-12-31$-3,843,895
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$16,389,685
Total loss/gain on sale of assets2011-12-31$731,514
Total of all expenses incurred2011-12-31$7,963,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,326,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,424,338
Value of total assets at end of year2011-12-31$177,257,776
Value of total assets at beginning of year2011-12-31$168,831,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$636,734
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,405,262
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$3,343,243
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$16,785,462
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,875
Other income not declared elsewhere2011-12-31$34,020
Administrative expenses (other) incurred2011-12-31$117,927
Total non interest bearing cash at end of year2011-12-31$6,507
Total non interest bearing cash at beginning of year2011-12-31$9,545
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$8,426,604
Value of net assets at end of year (total assets less liabilities)2011-12-31$177,257,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$168,831,172
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
Assets. partnership/joint venture interests at end of year2011-12-31$8,362,780
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$518,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$140,796,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$155,099,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$8,638,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$7,424,338
Employer contributions (assets) at end of year2011-12-31$5,824,338
Employer contributions (assets) at beginning of year2011-12-31$2,700,000
Income. Dividends from common stock2011-12-31$62,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,326,347
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,479,179
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$11,018,595
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
Aggregate proceeds on sale of assets2011-12-31$34,982,363
Aggregate carrying amount (costs) on sale of assets2011-12-31$34,250,849
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 name2011-12-31GREEN & SEIFTER, C.P.A.S, P.L.L.C.
Accountancy firm EIN2011-12-31460475780
2010 : RETIREMENT PLAN OF CROUSE HOSPITAL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$604,815
Total unrealized appreciation/depreciation of assets2010-12-31$604,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$26,667,860
Total loss/gain on sale of assets2010-12-31$1,475,965
Total of all expenses incurred2010-12-31$7,158,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,644,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,700,000
Value of total assets at end of year2010-12-31$168,831,172
Value of total assets at beginning of year2010-12-31$149,321,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$514,154
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,421,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,328,521
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,284
Administrative expenses (other) incurred2010-12-31$122,481
Total non interest bearing cash at end of year2010-12-31$9,545
Total non interest bearing cash at beginning of year2010-12-31$30,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,509,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$168,831,172
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$149,321,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$391,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$155,099,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$134,702,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,465,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,700,000
Employer contributions (assets) at end of year2010-12-31$2,700,000
Employer contributions (assets) at beginning of year2010-12-31$2,500,000
Income. Dividends from common stock2010-12-31$92,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,644,108
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$11,018,595
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,081,075
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$32,367,589
Aggregate carrying amount (costs) on sale of assets2010-12-31$30,891,624
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GREEN & SEIFTER, C.P.A.'S, P.L.L.C.
Accountancy firm EIN2010-12-31460475780
2009 : RETIREMENT PLAN OF CROUSE HOSPITAL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF CROUSE HOSPITAL

2020: RETIREMENT PLAN OF CROUSE HOSPITAL 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF CROUSE HOSPITAL 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF CROUSE HOSPITAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF CROUSE HOSPITAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF CROUSE HOSPITAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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