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Plan Name | EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | EASTERN NIAGARA HOSPITAL, INC. |
Employer identification number (EIN): | 161137084 |
NAIC Classification: | 622000 |
NAIC Description: | Hospitals |
Additional information about EASTERN NIAGARA HOSPITAL, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1979-11-20 |
Company Identification Number: | 593878 |
Legal Registered Office Address: |
EASTERN NIAGARA HOSPITAL, INC. 521 EAST AVENUE LOCKPORT United States of America (USA) 14094 |
More information about EASTERN NIAGARA HOSPITAL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | MARK KERCHER | 2021-10-14 | ||
001 | 2019-01-01 | DAVID HENRY | 2020-10-02 | ||
001 | 2018-01-01 | DAVID HENRY | 2019-10-11 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | MICHAEL F. ICKOWSKI | |||
001 | 2011-01-01 | MICHAEL F. ICKOWSKI | |||
001 | 2010-01-01 | DONALD L. KEPNER | |||
001 | 2009-01-01 | DONALD L. KEPNER |
Measure | Date | Value |
---|---|---|
2021: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 41,590,472 |
Acturial value of plan assets | 2020-12-31 | 40,319,536 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 25,253,859 |
Number of terminated vested participants | 2020-12-31 | 295 |
Fundng target for terminated vested participants | 2020-12-31 | 9,376,663 |
Active participant vested funding target | 2020-12-31 | 11,265,706 |
Number of active participants | 2020-12-31 | 199 |
Total funding liabilities for active participants | 2020-12-31 | 11,649,407 |
Total participant count | 2020-12-31 | 861 |
Total funding target for all participants | 2020-12-31 | 46,279,929 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 1,680,275 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 1,680,275 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 922,466 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 5,960,393 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,976,691 |
Additional cash requirement | 2020-12-31 | 1,976,691 |
Unpaid minimum required contributions for current year | 2020-12-31 | 1,976,691 |
Unpaid minimum required contributions for all years | 2020-12-31 | 3,656,966 |
Total participants, beginning-of-year | 2020-01-01 | 857 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 360 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 308 |
Total of all active and inactive participants | 2020-01-01 | 817 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 31 |
Total participants | 2020-01-01 | 848 |
2019: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 37,408,710 |
Acturial value of plan assets | 2019-12-31 | 39,808,820 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 23,891,623 |
Number of terminated vested participants | 2019-12-31 | 269 |
Fundng target for terminated vested participants | 2019-12-31 | 8,036,158 |
Active participant vested funding target | 2019-12-31 | 13,040,098 |
Number of active participants | 2019-12-31 | 256 |
Total funding liabilities for active participants | 2019-12-31 | 13,381,725 |
Total participant count | 2019-12-31 | 877 |
Total funding target for all participants | 2019-12-31 | 45,309,506 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 689 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 728 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 583,382 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 570,675 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 914,851 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 5,500,686 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,250,950 |
Additional cash requirement | 2019-12-31 | 2,250,950 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 570,675 |
Unpaid minimum required contributions for current year | 2019-12-31 | 1,680,275 |
Unpaid minimum required contributions for all years | 2019-12-31 | 1,680,275 |
Total participants, beginning-of-year | 2019-01-01 | 873 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 199 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 341 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 299 |
Total of all active and inactive participants | 2019-01-01 | 839 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 22 |
Total participants | 2019-01-01 | 861 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 41,251,190 |
Acturial value of plan assets | 2018-12-31 | 39,178,092 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 20,806,089 |
Number of terminated vested participants | 2018-12-31 | 276 |
Fundng target for terminated vested participants | 2018-12-31 | 7,308,028 |
Active participant vested funding target | 2018-12-31 | 13,812,894 |
Number of active participants | 2018-12-31 | 276 |
Total funding liabilities for active participants | 2018-12-31 | 14,169,169 |
Total participant count | 2018-12-31 | 885 |
Total funding target for all participants | 2018-12-31 | 42,283,286 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 219,702 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 219,702 |
Present value of excess contributions | 2018-12-31 | 28 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 32 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,216,566 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,167,001 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 777,710 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 3,105,194 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,166,764 |
Additional cash requirement | 2018-12-31 | 1,166,764 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,167,001 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 881 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 331 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 269 |
Total of all active and inactive participants | 2018-01-01 | 856 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 17 |
Total participants | 2018-01-01 | 873 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 37,673,946 |
Acturial value of plan assets | 2017-12-31 | 37,885,325 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 19,602,925 |
Number of terminated vested participants | 2017-12-31 | 263 |
Fundng target for terminated vested participants | 2017-12-31 | 6,279,436 |
Active participant vested funding target | 2017-12-31 | 14,362,160 |
Number of active participants | 2017-12-31 | 310 |
Total funding liabilities for active participants | 2017-12-31 | 15,029,665 |
Total participant count | 2017-12-31 | 897 |
Total funding target for all participants | 2017-12-31 | 40,912,026 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 869,365 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 669,944 |
Amount remaining of prefunding balance | 2017-12-31 | 199,421 |
Present value of excess contributions | 2017-12-31 | 58 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 64 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 219,702 |
Total employer contributions | 2017-12-31 | 1,162,443 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,110,413 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 754,388 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 3,016,593 |
Waiver amortization installment | 2017-12-31 | 229,810 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,330,087 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 219,702 |
Additional cash requirement | 2017-12-31 | 1,110,385 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,110,413 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 893 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 276 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 309 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 276 |
Total of all active and inactive participants | 2017-01-01 | 861 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 20 |
Total participants | 2017-01-01 | 881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 35,374,016 |
Acturial value of plan assets | 2016-12-31 | 37,698,979 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 18,668,461 |
Number of terminated vested participants | 2016-12-31 | 260 |
Fundng target for terminated vested participants | 2016-12-31 | 6,095,936 |
Active participant vested funding target | 2016-12-31 | 13,663,669 |
Number of active participants | 2016-12-31 | 335 |
Total funding liabilities for active participants | 2016-12-31 | 14,423,208 |
Total participant count | 2016-12-31 | 909 |
Total funding target for all participants | 2016-12-31 | 39,187,605 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,552,638 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 669,944 |
Amount remaining of prefunding balance | 2016-12-31 | 882,694 |
Present value of excess contributions | 2016-12-31 | 35 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 34 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 869,365 |
Total employer contributions | 2016-12-31 | 1,186,520 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,107,680 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 620,276 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,268,564 |
Waiver amortization installment | 2016-12-31 | 890,005 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,777,566 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 669,944 |
Additional cash requirement | 2016-12-31 | 1,107,622 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,107,680 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 905 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 300 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 263 |
Total of all active and inactive participants | 2016-01-01 | 873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 20 |
Total participants | 2016-01-01 | 893 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 912 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 335 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 291 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 260 |
Total of all active and inactive participants | 2015-01-01 | 886 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 19 |
Total participants | 2015-01-01 | 905 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 914 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 365 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 275 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 253 |
Total of all active and inactive participants | 2014-01-01 | 893 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 19 |
Total participants | 2014-01-01 | 912 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 10 |
2013: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 937 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 394 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 256 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 245 |
Total of all active and inactive participants | 2013-01-01 | 895 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 19 |
Total participants | 2013-01-01 | 914 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 19 |
2012: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 934 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 427 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 254 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 244 |
Total of all active and inactive participants | 2012-01-01 | 925 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 937 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 15 |
2011: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 919 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 234 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 236 |
Total of all active and inactive participants | 2011-01-01 | 919 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 930 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 18 |
2010: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 761 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 449 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 220 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 230 |
Total of all active and inactive participants | 2010-01-01 | 899 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 17 |
2009: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 730 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 404 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 179 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 165 |
Total of all active and inactive participants | 2009-01-01 | 748 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 758 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 14 |
Measure | Date | Value |
---|---|---|
2021 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $1,593,418 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $43,499,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $43,390,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $0 |
Value of total assets at end of year | 2021-03-31 | $0 |
Value of total assets at beginning of year | 2021-03-31 | $41,905,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $108,542 |
Total interest from all sources | 2021-03-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $124,101 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-03-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $124,101 |
Administrative expenses professional fees incurred | 2021-03-31 | $48,100 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $42,768,548 |
Administrative expenses (other) incurred | 2021-03-31 | $8,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $-41,905,586 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $41,905,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Investment advisory and management fees | 2021-03-31 | $52,382 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $41,109,664 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $795,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $795,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $1,469,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $621,914 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | No |
Did the plan have assets held for investment | 2021-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | Yes |
2020 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $3,599,319 |
Total of all expenses incurred | 2020-12-31 | $3,284,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,434,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $41,905,586 |
Value of total assets at beginning of year | 2020-12-31 | $41,590,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $849,260 |
Total interest from all sources | 2020-12-31 | $1,927 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $908,138 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $908,138 |
Administrative expenses professional fees incurred | 2020-12-31 | $170,215 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $579,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $315,114 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $41,905,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $41,590,472 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $99,636 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,109,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $40,718,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $795,922 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $871,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $871,859 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,689,254 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,434,945 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2020-12-31 | 160765486 |
2019 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $7,227,005 |
Total of all expenses incurred | 2019-12-31 | $3,052,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,224,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $583,382 |
Value of total assets at end of year | 2019-12-31 | $41,590,472 |
Value of total assets at beginning of year | 2019-12-31 | $37,415,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $827,313 |
Total interest from all sources | 2019-12-31 | $9,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $989,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $989,231 |
Administrative expenses professional fees incurred | 2019-12-31 | $159,932 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $570,487 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,174,898 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $41,590,472 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,415,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $96,894 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $40,718,613 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $36,455,301 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $871,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $531,751 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $531,751 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $9,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,644,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $583,382 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $428,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,224,794 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2019-12-31 | 160765486 |
2018 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $-1,008,330 |
Total of all expenses incurred | 2018-12-31 | $2,835,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,086,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,216,566 |
Value of total assets at end of year | 2018-12-31 | $37,415,574 |
Value of total assets at beginning of year | 2018-12-31 | $41,259,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $748,340 |
Total interest from all sources | 2018-12-31 | $6,507 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,106,671 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,106,671 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $531,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,843,668 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,415,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $41,259,242 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $216,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $36,455,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $40,099,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $531,751 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $668,426 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $668,426 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $6,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,338,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,216,566 |
Employer contributions (assets) at end of year | 2018-12-31 | $428,522 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $491,206 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,086,998 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2018-12-31 | 160765486 |
2017 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $6,134,480 |
Total of all expenses incurred | 2017-12-31 | $2,570,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,905,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,162,443 |
Value of total assets at end of year | 2017-12-31 | $41,259,242 |
Value of total assets at beginning of year | 2017-12-31 | $37,694,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $664,365 |
Total interest from all sources | 2017-12-31 | $2,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,112,324 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $461,577 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,564,447 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $41,259,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,694,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $202,788 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $40,099,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $36,336,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $668,426 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $517,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $517,918 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,856,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,162,443 |
Employer contributions (assets) at end of year | 2017-12-31 | $491,206 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $840,060 |
Income. Dividends from common stock | 2017-12-31 | $1,112,324 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,905,668 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2017-12-31 | 160765486 |
2016 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $4,736,551 |
Total of all expenses incurred | 2016-12-31 | $2,444,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,816,378 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,186,520 |
Value of total assets at end of year | 2016-12-31 | $37,694,795 |
Value of total assets at beginning of year | 2016-12-31 | $35,402,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $627,825 |
Total interest from all sources | 2016-12-31 | $434 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $947,912 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $432,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,292,348 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $37,694,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $35,402,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $195,755 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $36,336,817 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $34,813,066 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $517,918 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $488,281 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $488,281 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,601,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,186,520 |
Employer contributions (assets) at end of year | 2016-12-31 | $840,060 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $101,100 |
Income. Dividends from common stock | 2016-12-31 | $947,912 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,816,378 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2016-12-31 | 160765486 |
2015 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $277,520 |
Total of all expenses incurred | 2015-12-31 | $2,196,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,668,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $744,192 |
Value of total assets at end of year | 2015-12-31 | $35,402,447 |
Value of total assets at beginning of year | 2015-12-31 | $37,321,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $528,168 |
Total interest from all sources | 2015-12-31 | $17 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $940,064 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $327,689 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,919,184 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $35,402,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $37,321,631 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $200,479 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $34,813,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $36,328,684 |
Income. Interest from corporate debt instruments | 2015-12-31 | $17 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $488,281 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $410,104 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $410,104 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $17 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,406,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $744,192 |
Employer contributions (assets) at end of year | 2015-12-31 | $101,100 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $582,826 |
Income. Dividends from common stock | 2015-12-31 | $940,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,668,536 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2015-12-31 | 160765486 |
2014 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $4,023,355 |
Total of all expenses incurred | 2014-12-31 | $1,612,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,372,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,104,906 |
Value of total assets at end of year | 2014-12-31 | $37,321,631 |
Value of total assets at beginning of year | 2014-12-31 | $34,910,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $239,948 |
Total interest from all sources | 2014-12-31 | $35 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $944,069 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $19,400 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $25,013 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,411,239 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $37,321,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,910,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $195,535 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $36,328,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $34,269,079 |
Income. Interest from corporate debt instruments | 2014-12-31 | $35 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $410,104 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $288,784 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $288,784 |
Asset value of US Government securities at end of year | 2014-12-31 | $17 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $51 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $974,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,104,906 |
Employer contributions (assets) at end of year | 2014-12-31 | $582,826 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $352,478 |
Income. Dividends from common stock | 2014-12-31 | $944,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,372,168 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2014-12-31 | 160765486 |
2013 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-4 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-4 |
Total income from all sources (including contributions) | 2013-12-31 | $4,820,663 |
Total of all expenses incurred | 2013-12-31 | $1,553,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,253,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $402,478 |
Value of total assets at end of year | 2013-12-31 | $34,910,392 |
Value of total assets at beginning of year | 2013-12-31 | $31,642,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $300,156 |
Total interest from all sources | 2013-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $778,880 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $18,950 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $129,678 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,267,451 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,910,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,642,941 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $151,528 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $34,269,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $27,461,704 |
Income. Interest from corporate debt instruments | 2013-12-31 | $30 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $288,784 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $181,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $181,122 |
Asset value of US Government securities at end of year | 2013-12-31 | $51 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $115 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,639,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $402,478 |
Employer contributions (assets) at end of year | 2013-12-31 | $352,478 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,000,000 |
Income. Dividends from common stock | 2013-12-31 | $778,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,253,056 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2013-12-31 | 160765486 |
2012 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $682,918 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $682,918 |
Total income from all sources (including contributions) | 2012-12-31 | $4,926,957 |
Total loss/gain on sale of assets | 2012-12-31 | $68,288 |
Total of all expenses incurred | 2012-12-31 | $1,434,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,136,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,786,811 |
Value of total assets at end of year | 2012-12-31 | $31,642,941 |
Value of total assets at beginning of year | 2012-12-31 | $28,150,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $297,831 |
Total interest from all sources | 2012-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $792,774 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $31,225 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $127,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,492,156 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,642,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,150,785 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $139,187 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $22,480,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $20,905,045 |
Income. Interest from corporate debt instruments | 2012-12-31 | $20 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $181,122 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $151,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $151,197 |
Asset value of US Government securities at end of year | 2012-12-31 | $115 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,596,146 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,786,811 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,213,189 |
Income. Dividends from common stock | 2012-12-31 | $792,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,136,970 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,981,041 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,881,187 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $651,404 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $583,116 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2012-12-31 | 160765486 |
2011 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-202,374 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-202,374 |
Total income from all sources (including contributions) | 2011-12-31 | $2,759,837 |
Total of all expenses incurred | 2011-12-31 | $1,175,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,006,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,213,189 |
Value of total assets at end of year | 2011-12-31 | $28,150,785 |
Value of total assets at beginning of year | 2011-12-31 | $26,566,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $169,402 |
Total interest from all sources | 2011-12-31 | $30 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $761,492 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $29,975 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $63,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,584,155 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,150,785 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,566,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $76,189 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $20,905,045 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $16,620,451 |
Income. Interest from corporate debt instruments | 2011-12-31 | $30 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $151,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $5,072,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $5,072,928 |
Asset value of US Government securities at end of year | 2011-12-31 | $167 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-12,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,213,189 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,213,189 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,011,615 |
Income. Dividends from common stock | 2011-12-31 | $761,492 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,006,280 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,881,187 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,861,423 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2011-12-31 | 160765486 |
2010 : EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $572,746 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $572,746 |
Total transfer of assets to this plan | 2010-12-31 | $4,985,627 |
Total income from all sources (including contributions) | 2010-12-31 | $4,235,723 |
Total of all expenses incurred | 2010-12-31 | $837,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $720,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,612,413 |
Value of total assets at end of year | 2010-12-31 | $26,566,630 |
Value of total assets at beginning of year | 2010-12-31 | $18,183,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $116,971 |
Total interest from all sources | 2010-12-31 | $34,539 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $526,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $19,175 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $47,072 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,397,793 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $26,566,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $18,183,210 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $50,724 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $16,620,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,371,963 |
Income. Interest from US Government securities | 2010-12-31 | $34,393 |
Income. Interest from corporate debt instruments | 2010-12-31 | $146 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $5,072,928 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $85,276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $85,276 |
Asset value of US Government securities at end of year | 2010-12-31 | $213 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $832,178 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,489,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,612,413 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,011,615 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $279,175 |
Income. Dividends from common stock | 2010-12-31 | $526,126 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $720,959 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,861,423 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $3,614,618 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LUMSDEN & MCCORMICK, LLP |
Accountancy firm EIN | 2010-12-31 | 160765486 |
2021: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EASTERN NIAGARA HOSPITAL, INC. PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |