401k Plan data: EASTERN NIAGARA HOSPITAL UNION PENSION PLAN plan

EASTERN NIAGARA HOSPITAL UNION PENSION PLAN 401k Plan overview

Plan Name	EASTERN NIAGARA HOSPITAL UNION PENSION PLAN
Plan identification number	002

EASTERN NIAGARA HOSPITAL UNION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EASTERN NIAGARA HOSPITAL, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN NIAGARA HOSPITAL UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARK KERCHER 2023-10-12 MARK KERCHER 2023-10-12
002 2021-01-01 MARK KERCHER 2023-10-17 MARK KERCHER 2023-10-17
002 2019-01-01 DAVID HENRY 2020-09-30 DAVID HENRY 2020-09-30
002 2018-01-01 DAVID HENRY 2019-10-15 DAVID HENRY 2019-10-15
002 2017-01-01 DAVID HENRY 2018-10-11 DAVID HENRY 2018-10-11
002 2016-01-01 DAVID HENRY 2017-10-03 DAVID HENRY 2017-10-03
002 2015-01-01 DAVID HENRY 2016-10-13 DAVID HENRY 2016-10-13
002 2014-01-01 DAVID HENRY 2015-10-15 DAVID HENRY 2015-10-15
002 2013-01-01 DAVID HENRY 2014-10-14 DAVID HENRY 2014-10-14
002 2012-01-01 DAVID HENRY 2013-11-14 DAVID HENRY 2013-11-14
002 2011-01-01 DAVID HENRY 2013-11-14 DAVID HENRY 2013-11-14
002 2010-01-01 DONALD KEPNER 2011-04-18 DONALD KEPNER 2011-04-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MARK KERCHER	2023-10-12	MARK KERCHER	2023-10-12
002	2021-01-01	MARK KERCHER	2023-10-17	MARK KERCHER	2023-10-17
002	2019-01-01	DAVID HENRY	2020-09-30	DAVID HENRY	2020-09-30
002	2018-01-01	DAVID HENRY	2019-10-15	DAVID HENRY	2019-10-15
002	2017-01-01	DAVID HENRY	2018-10-11	DAVID HENRY	2018-10-11
002	2016-01-01	DAVID HENRY	2017-10-03	DAVID HENRY	2017-10-03
002	2015-01-01	DAVID HENRY	2016-10-13	DAVID HENRY	2016-10-13
002	2014-01-01	DAVID HENRY	2015-10-15	DAVID HENRY	2015-10-15
002	2013-01-01	DAVID HENRY	2014-10-14	DAVID HENRY	2014-10-14
002	2012-01-01	DAVID HENRY	2013-11-14	DAVID HENRY	2013-11-14
002	2011-01-01	DAVID HENRY	2013-11-14	DAVID HENRY	2013-11-14
002	2010-01-01	DONALD KEPNER	2011-04-18	DONALD KEPNER	2011-04-18

Financial Data on EASTERN NIAGARA HOSPITAL UNION PENSION PLAN

Measure	Date	Value
2012 : EASTERN NIAGARA HOSPITAL UNION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$748,653
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,914
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$728,640
Value of total assets at end of year	2012-12-31	$744,599
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$140
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$323
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$10,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$10,297
Administrative expenses professional fees incurred	2012-12-31	$0
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
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$0
Contributions received from participants	2012-12-31	$336,268
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$120,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$744,599
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$744,599
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$574,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$323
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$41,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,393
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$271,375
Employer contributions (assets) at end of year	2012-12-31	$128,240
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,914
Contract administrator fees	2012-12-31	$140
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
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	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	331
Insurance policy start date	2012-01-15
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	EASTERN NIAGARA HOSPITAL, INC.
Employer identification number (EIN):	161137084
NAIC Classification:	622000
NAIC Description:	Hospitals

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