ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN
401k plan membership statisitcs for ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN
Measure | Date | Value |
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2017 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2017 401k financial data |
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Total transfer of assets from this plan | 2017-12-31 | $558,466,348 |
Total income from all sources (including contributions) | 2017-12-31 | $116,249,102 |
Total of all expenses incurred | 2017-12-31 | $29,703,299 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $29,647,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $43,833,457 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $471,920,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,121 |
Total interest from all sources | 2017-12-31 | $4,555,724 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,894,310 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $4,894,310 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $27,993,082 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $5,617,810 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $279,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,128,250 |
Administrative expenses (other) incurred | 2017-12-31 | $56,121 |
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 | $86,545,803 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $471,920,545 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $319,053,912 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $10,223,715 |
Interest on participant loans | 2017-12-31 | $276,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,279,599 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $136,745,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $45,048,808 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $17,916,803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
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 | $13,712,125 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $29,647,178 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | Yes |
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 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2017-12-31 | 222027092 |
2016 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $72,424,689 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $17,334,649 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $17,287,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $48,356,200 |
Value of total assets at end of year | 2016-12-31 | $471,920,545 |
Value of total assets at beginning of year | 2016-12-31 | $416,830,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $47,564 |
Total interest from all sources | 2016-12-31 | $4,243,987 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,583,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,583,398 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $29,980,758 |
Participant contributions at end of year | 2016-12-31 | $5,617,810 |
Participant contributions at beginning of year | 2016-12-31 | $5,230,698 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $279,868 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $238,528 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,626,000 |
Administrative expenses (other) incurred | 2016-12-31 | $47,564 |
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 | $55,090,040 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $471,920,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $416,830,505 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $319,053,912 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $275,093,012 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $10,223,715 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $9,055,755 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $258,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,048,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,048,745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,985,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $136,745,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $119,458,483 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $14,060,458 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,180,646 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
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 | $14,749,442 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,705,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $17,287,085 |
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 | WITHUMSMITH AND BROWN, PC |
Accountancy firm EIN | 2016-12-31 | 222027092 |
2015 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $80,472,735 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $47,902,294 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $20,078,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,573,527 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,141,997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $43,231,553 |
Value of total assets at end of year | 2015-12-31 | $416,830,505 |
Value of total assets at beginning of year | 2015-12-31 | $308,533,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $362,512 |
Total interest from all sources | 2015-12-31 | $3,526,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,312,744 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,312,744 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $28,319,117 |
Participant contributions at end of year | 2015-12-31 | $5,230,698 |
Participant contributions at beginning of year | 2015-12-31 | $3,463,785 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $238,528 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $231,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,759,157 |
Other income not declared elsewhere | 2015-12-31 | $264,228 |
Administrative expenses (other) incurred | 2015-12-31 | $362,512 |
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 | $27,824,258 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $416,830,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $308,533,512 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $275,093,012 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $195,093,551 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $9,055,755 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $9,773,754 |
Interest on participant loans | 2015-12-31 | $231,351 |
Interest earned on other investments | 2015-12-31 | $3,310,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,048,745 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,062,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,062,459 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $-15,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $119,458,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $97,022,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,439,272 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $6,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $12,153,279 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,705,284 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $885,442 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $18,573,527 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $49,071,416 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $13,711,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $13,087,486 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $446,359 |
Value of total corrective distributions | 2014-12-31 | $22,479 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $31,169,799 |
Value of total assets at end of year | 2014-12-31 | $308,533,512 |
Value of total assets at beginning of year | 2014-12-31 | $273,174,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $155,617 |
Total interest from all sources | 2014-12-31 | $2,954,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,250,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,250,203 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $22,235,436 |
Participant contributions at end of year | 2014-12-31 | $3,463,785 |
Participant contributions at beginning of year | 2014-12-31 | $3,349,740 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $231,899 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $205,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,115,839 |
Other income not declared elsewhere | 2014-12-31 | $341,436 |
Administrative expenses (other) incurred | 2014-12-31 | $155,617 |
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 | $35,359,475 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $308,533,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $273,174,037 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $195,093,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $167,202,189 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $9,773,754 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $11,507,094 |
Interest on participant loans | 2014-12-31 | $169,871 |
Interest earned on other investments | 2014-12-31 | $2,801,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,062,459 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $-16,595 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $97,022,622 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $90,430,818 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $11,466,497 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $888,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 | $6,818,524 |
Employer contributions (assets) at end of year | 2014-12-31 | $885,442 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $479,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $13,087,486 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $59,228,228 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $11,738,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,397,409 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $274,762 |
Value of total corrective distributions | 2013-12-31 | $5,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $20,958,870 |
Value of total assets at end of year | 2013-12-31 | $273,174,037 |
Value of total assets at beginning of year | 2013-12-31 | $225,684,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $60,799 |
Total interest from all sources | 2013-12-31 | $2,729,095 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,910,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,910,646 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $14,936,700 |
Participant contributions at end of year | 2013-12-31 | $3,349,740 |
Participant contributions at beginning of year | 2013-12-31 | $2,824,082 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $205,196 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $188,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,251,271 |
Other income not declared elsewhere | 2013-12-31 | $142,065 |
Administrative expenses (other) incurred | 2013-12-31 | $60,799 |
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 | $47,489,933 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $273,174,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $225,684,104 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $167,202,189 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $125,269,704 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $11,507,094 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $10,666,303 |
Interest on participant loans | 2013-12-31 | $146,248 |
Interest earned on other investments | 2013-12-31 | $2,582,847 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $90,430,818 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $86,247,363 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $31,468,762 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,018,790 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 | $4,770,899 |
Employer contributions (assets) at end of year | 2013-12-31 | $479,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $487,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,397,409 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2012-12-31 | $38,775,811 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $7,941,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,376,327 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $546,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $19,135,044 |
Value of total assets at end of year | 2012-12-31 | $225,684,104 |
Value of total assets at beginning of year | 2012-12-31 | $194,850,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $18,465 |
Total interest from all sources | 2012-12-31 | $2,569,456 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,977,576 |
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 | $1,977,576 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $13,528,236 |
Participant contributions at end of year | 2012-12-31 | $2,824,082 |
Participant contributions at beginning of year | 2012-12-31 | $2,834,970 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $188,841 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $181,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $780,175 |
Other income not declared elsewhere | 2012-12-31 | $81,622 |
Administrative expenses (other) incurred | 2012-12-31 | $18,465 |
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 | $30,834,051 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $225,684,104 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $194,850,053 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $125,269,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $102,609,570 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $10,666,303 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $10,485,424 |
Interest on participant loans | 2012-12-31 | $137,707 |
Interest earned on other investments | 2012-12-31 | $2,431,749 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $86,247,363 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $78,472,930 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,345,810 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $10,666,303 |
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 | $4,826,633 |
Employer contributions (assets) at end of year | 2012-12-31 | $487,811 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $265,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,376,327 |
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 |
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 | BECHER, DELLA TORRE, GITTO & CO |
Accountancy firm EIN | 2012-12-31 | 222625944 |
2011 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $16,820,016 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $7,872,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,444,124 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $410,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $17,483,535 |
Value of total assets at end of year | 2011-12-31 | $194,850,053 |
Value of total assets at beginning of year | 2011-12-31 | $185,902,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17,594 |
Total interest from all sources | 2011-12-31 | $2,417,943 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,509,077 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,509,077 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $12,665,914 |
Participant contributions at end of year | 2011-12-31 | $2,834,970 |
Participant contributions at beginning of year | 2011-12-31 | $2,511,165 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $181,314 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $449,601 |
Other income not declared elsewhere | 2011-12-31 | $4,233 |
Administrative expenses (other) incurred | 2011-12-31 | $17,594 |
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 | $8,947,438 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $194,850,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $185,902,615 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $102,609,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $99,699,447 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $10,485,424 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $11,333,746 |
Interest on participant loans | 2011-12-31 | $136,492 |
Interest earned on other investments | 2011-12-31 | $2,281,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $78,472,930 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $72,092,412 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,823,662 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $2,228,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 | $4,368,020 |
Employer contributions (assets) at end of year | 2011-12-31 | $265,845 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $265,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,444,124 |
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 | BECHER, DELLA TORRE, GITTO & CO |
Accountancy firm EIN | 2011-12-31 | 222625944 |
2010 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $31,635,790 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,495,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,999,235 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $480,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $16,607,817 |
Value of total assets at end of year | 2010-12-31 | $185,902,615 |
Value of total assets at beginning of year | 2010-12-31 | $163,762,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,762 |
Total interest from all sources | 2010-12-31 | $2,259,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,255,202 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $12,730,615 |
Participant contributions at end of year | 2010-12-31 | $2,511,165 |
Participant contributions at beginning of year | 2010-12-31 | $2,475,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $87,424 |
Other income not declared elsewhere | 2010-12-31 | $2,353 |
Administrative expenses (other) incurred | 2010-12-31 | $15,762 |
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 | $22,140,128 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $185,902,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $163,762,487 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $99,699,447 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $81,139,130 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $11,333,746 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $11,377,400 |
Interest on participant loans | 2010-12-31 | $143,114 |
Interest earned on other investments | 2010-12-31 | $2,116,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $72,092,412 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $68,770,214 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $10,553,966 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $957,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 | $3,789,778 |
Employer contributions (assets) at end of year | 2010-12-31 | $265,845 |
Income. Dividends from preferred stock | 2010-12-31 | $1,255,202 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,999,235 |
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 |
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 | BECHER, DELLA TORRE, GITTO & CO |
Accountancy firm EIN | 2010-12-31 | 222625944 |
2009 : ROBERT WOOD JOHNSON UNIVERSITY HOSPITAL RETIREMENT & SHELTERED SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |