?>
Logo

BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 401k Plan overview

Plan NameBLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN
Plan identification number 001

BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

BLUE MOUNTAIN HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:BLUE MOUNTAIN HEALTH SYSTEM
Employer identification number (EIN):201311316
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-07-01THOMAS P. LICHTENWALNER2019-11-27
0012017-07-01THOMAS P. LICHTENWALNER2019-04-08 THOMAS P. LICHTENWALNER2019-04-08
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01ANDREW E. HARRIS ANDREW E. HARRIS2014-04-07
0012012-01-01ANDREW E. HARRIS ANDREW E. HARRIS2013-04-15
0012011-01-01ANDREW E. HARRIS ANDREW E. HARRIS2012-09-20
0012009-01-01ANDREW E. HARRIS ANDREW E. HARRIS2010-10-14

Plan Statistics for BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN

401k plan membership statisitcs for BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN

Measure Date Value
2018: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01274
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-010
Total participants2018-07-010
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,205
Total number of active participants reported on line 7a of the Form 55002017-07-01274
Number of retired or separated participants receiving benefits2017-07-010
Total of all active and inactive participants2017-07-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01274
Number of participants with account balances2017-07-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,109
Total number of active participants reported on line 7a of the Form 55002016-07-011,082
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01123
Total of all active and inactive participants2016-07-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,205
Number of participants with account balances2016-07-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,116
Total number of active participants reported on line 7a of the Form 55002015-07-011,016
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0187
Total of all active and inactive participants2015-07-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,103
Number of participants with account balances2015-07-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,060
Total number of active participants reported on line 7a of the Form 55002014-07-011,035
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0193
Total of all active and inactive participants2014-07-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,128
Number of participants with account balances2014-07-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,170
Total number of active participants reported on line 7a of the Form 55002013-07-01956
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0179
Total of all active and inactive participants2013-07-011,035
Total participants2013-07-011,035
Number of participants with account balances2013-07-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,595
Total number of active participants reported on line 7a of the Form 55002012-07-011,008
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01113
Total of all active and inactive participants2012-07-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-011,122
Number of participants with account balances2012-07-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
Total participants, beginning-of-year2012-01-011,248
Total number of active participants reported on line 7a of the Form 55002012-01-011,532
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-011,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,595
Number of participants with account balances2012-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,457
Total number of active participants reported on line 7a of the Form 55002011-01-011,178
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-011,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,248
Number of participants with account balances2011-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,287
Total number of active participants reported on line 7a of the Form 55002009-01-011,309
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,402
Number of participants with account balances2009-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN

Measure Date Value
2019 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,629,603
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$23,377,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$23,252,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$600,810
Value of total assets at end of year2018-06-30$42,887
Value of total assets at beginning of year2018-06-30$20,791,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$125,843
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$257,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$257,525
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$600,810
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$42,887
Total non interest bearing cash at beginning of year2018-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$-20,748,263
Value of net assets at end of year (total assets less liabilities)2018-06-30$42,887
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$20,791,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$95,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$19,434,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,356,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,771,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$23,252,023
Contract administrator fees2018-06-30$30,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30TORRILLO & ASSOCIATES LLC
Accountancy firm EIN2018-06-30830414789
2017 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,887,493
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,677,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,523,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,379,625
Value of total assets at end of year2017-06-30$20,791,150
Value of total assets at beginning of year2017-06-30$18,580,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$153,754
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$352,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$352,295
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,357,932
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$21,693
Administrative expenses (other) incurred2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$2
Total non interest bearing cash at beginning of year2017-06-30$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$2,210,429
Value of net assets at end of year (total assets less liabilities)2017-06-30$20,791,150
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$18,580,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$96,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$19,434,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,260,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,356,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,320,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,155,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,523,310
Contract administrator fees2017-06-30$57,015
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-06-30390859910
2016 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$1,353,931
Total of all expenses incurred2016-06-30$1,697,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,547,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,467,781
Value of total assets at end of year2016-06-30$18,580,721
Value of total assets at beginning of year2016-06-30$18,923,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$149,575
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$389,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$389,575
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,410,939
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$56,842
Total non interest bearing cash at end of year2016-06-30$2
Total non interest bearing cash at beginning of year2016-06-30$53,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-343,113
Value of net assets at end of year (total assets less liabilities)2016-06-30$18,580,721
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,923,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$110,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,260,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,508,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,320,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,361,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-503,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,547,469
Contract administrator fees2016-06-30$39,556
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-06-30390859910
2015 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,999,633
Total of all expenses incurred2015-06-30$1,611,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,460,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,525,367
Value of total assets at end of year2015-06-30$18,923,834
Value of total assets at beginning of year2015-06-30$18,535,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$150,874
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$338,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$338,867
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,306,403
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$218,964
Administrative expenses (other) incurred2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$53,587
Total non interest bearing cash at beginning of year2015-06-30$69,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$388,453
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,923,834
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$18,535,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$114,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,508,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$17,216,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,361,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,249,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$135,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,460,306
Contract administrator fees2015-06-30$36,333
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-30390859910
2014 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$4,161,269
Total of all expenses incurred2014-06-30$2,575,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,424,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,497,233
Value of total assets at end of year2014-06-30$18,535,381
Value of total assets at beginning of year2014-06-30$16,949,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$151,017
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$325,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$325,435
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,337,293
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$159,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$10,262
Total non interest bearing cash at end of year2014-06-30$69,691
Total non interest bearing cash at beginning of year2014-06-30$74,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,585,974
Value of net assets at end of year (total assets less liabilities)2014-06-30$18,535,381
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,949,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$86,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$17,216,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$14,930,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,249,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,515,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,338,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$425,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,424,278
Contract administrator fees2014-06-30$53,784
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-06-30390859910
2013 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2013 401k financial data
Total transfer of assets to this plan2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,284,177
Total of all expenses incurred2013-06-30$1,113,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$982,288
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,185,008
Value of total assets at end of year2013-06-30$16,949,407
Value of total assets at beginning of year2013-06-30$13,778,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$130,900
Total interest from all sources2013-06-30$926
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$299,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$299,599
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,506,036
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$52,012
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$253,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Administrative expenses (other) incurred2013-06-30$2,729
Total non interest bearing cash at end of year2013-06-30$74,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$3,170,989
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,949,407
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,778,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$67,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$14,930,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,257,417
Interest earned on other investments2013-06-30$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$17,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$17,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,515,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,240,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,798,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$425,872
Employer contributions (assets) at end of year2013-06-30$425,872
Employer contributions (assets) at beginning of year2013-06-30$210,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$982,288
Contract administrator fees2013-06-30$60,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PARENTE BEARD LLC
Accountancy firm EIN2013-06-30232932984
2012 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,511,412
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$395,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$351,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$907,797
Value of total assets at end of year2012-06-30$13,778,418
Value of total assets at beginning of year2012-06-30$12,662,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$43,756
Total interest from all sources2012-06-30$6,910
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$103,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$103,182
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$675,564
Participant contributions at end of year2012-06-30$52,012
Participant contributions at beginning of year2012-06-30$47,005
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$21,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,116,200
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,778,418
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$12,662,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,257,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,213,016
Interest earned on other investments2012-06-30$6,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$17,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$17,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$17,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,240,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,176,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$493,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$210,928
Employer contributions (assets) at end of year2012-06-30$210,928
Employer contributions (assets) at beginning of year2012-06-30$205,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$351,456
Contract administrator fees2012-06-30$43,756
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PARENTE BEARD LLC
Accountancy firm EIN2012-06-30232932984
2011 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,530,574
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,332,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,224,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,454,863
Value of total assets at end of year2011-12-31$12,662,218
Value of total assets at beginning of year2011-12-31$12,463,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$107,671
Total interest from all sources2011-12-31$21,098
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$402,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$402,928
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,148,516
Participant contributions at end of year2011-12-31$47,005
Participant contributions at beginning of year2011-12-31$40,243
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$198,280
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,662,218
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,463,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,213,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,205,439
Interest earned on other investments2011-12-31$21,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$17,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,176,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,198,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-348,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$205,067
Employer contributions (assets) at end of year2011-12-31$205,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,224,623
Contract administrator fees2011-12-31$107,671
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTE BEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,507
Total income from all sources (including contributions)2010-12-31$2,704,709
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$663,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$620,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,539,140
Value of total assets at end of year2010-12-31$12,463,938
Value of total assets at beginning of year2010-12-31$10,429,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,810
Total interest from all sources2010-12-31$60,126
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$236,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$236,830
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,083,298
Participant contributions at end of year2010-12-31$40,243
Participant contributions at beginning of year2010-12-31$40,316
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$455,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,041,695
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,463,938
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,422,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,205,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,464,841
Interest earned on other investments2010-12-31$60,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,198,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,914,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$868,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$620,204
Contract administrator fees2010-12-31$42,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTE BEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN

2018: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingYes
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BLUE MOUNTAIN HEALTH SYSTEM PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number8181
Policy instance 1
Insurance contract or identification number8181
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number8181
Policy instance 1
Insurance contract or identification number8181
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number8181
Policy instance 1
Insurance contract or identification number8181
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number8181
Policy instance 1
Insurance contract or identification number8181
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892455007
Policy instance 1
Insurance contract or identification number892455007
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2012-07-20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892455007
Policy instance 1
Insurance contract or identification number892455007
Number of Individuals Covered144
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892455-007
Policy instance 1
Insurance contract or identification number892455-007
Number of Individuals Covered138
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $656
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892455-007
Policy instance 1
Insurance contract or identification number892455-007
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,572
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3