?>
Logo

HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 006

HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HUNTERDON MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:HUNTERDON MEDICAL CENTER
Employer identification number (EIN):221537688
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HUNTERDON MEDICAL CENTER

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900027669

More information about HUNTERDON MEDICAL CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01VIOLET KOCSIS
0062016-01-01VIOLET KOCSIS
0062015-01-01VIOLET KOCSIS
0062014-01-01VIOLET KOCSIS
0062013-01-01VIOLET KOCSIS
0062012-01-01VIOLET KOCSIS VIOLET KOCSIS2013-10-14
0062011-01-01DEBORAH HOSKINS VIOLET KOCSIS2012-10-12
0062010-01-01ANTOINETTE RICE VIOLET KOCSIS2011-10-11

Plan Statistics for HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,376
Total number of active participants reported on line 7a of the Form 55002022-01-012,483
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01836
Total of all active and inactive participants2022-01-013,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-013,337
Number of participants with account balances2022-01-013,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,302
Total number of active participants reported on line 7a of the Form 55002021-01-012,595
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01764
Total of all active and inactive participants2021-01-013,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-013,376
Number of participants with account balances2021-01-013,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,297
Total number of active participants reported on line 7a of the Form 55002020-01-012,636
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01651
Total of all active and inactive participants2020-01-013,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-013,302
Number of participants with account balances2020-01-013,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0156
2019: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,167
Total number of active participants reported on line 7a of the Form 55002019-01-012,726
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01527
Total of all active and inactive participants2019-01-013,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,263
Number of participants with account balances2019-01-013,131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,018
Total number of active participants reported on line 7a of the Form 55002018-01-012,779
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01380
Total of all active and inactive participants2018-01-013,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,166
Number of participants with account balances2018-01-013,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,750
Total number of active participants reported on line 7a of the Form 55002017-01-012,710
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01304
Total of all active and inactive participants2017-01-013,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,018
Number of participants with account balances2017-01-012,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,641
Total number of active participants reported on line 7a of the Form 55002016-01-012,479
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01268
Total of all active and inactive participants2016-01-012,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,750
Number of participants with account balances2016-01-012,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,603
Total number of active participants reported on line 7a of the Form 55002015-01-012,401
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01235
Total of all active and inactive participants2015-01-012,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,640
Number of participants with account balances2015-01-012,489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,588
Total number of active participants reported on line 7a of the Form 55002014-01-012,402
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01198
Total of all active and inactive participants2014-01-012,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,603
Number of participants with account balances2014-01-012,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,563
Total number of active participants reported on line 7a of the Form 55002013-01-012,474
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-012,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,588
Number of participants with account balances2013-01-011,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,448
Total number of active participants reported on line 7a of the Form 55002012-01-012,484
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-012,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,563
Number of participants with account balances2012-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,660
Total number of active participants reported on line 7a of the Form 55002011-01-012,387
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-012,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,442
Number of participants with account balances2011-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,343
Total number of active participants reported on line 7a of the Form 55002010-01-012,637
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,660
Number of participants with account balances2010-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,828,643
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,528,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,047,426
Expenses. Certain deemed distributions of participant loans2022-12-31$39,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,878,139
Value of total assets at end of year2022-12-31$163,280,372
Value of total assets at beginning of year2022-12-31$186,637,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$441,661
Total interest from all sources2022-12-31$63,708
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,355,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,355,312
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,713,798
Participant contributions at end of year2022-12-31$1,763,919
Participant contributions at beginning of year2022-12-31$1,632,586
Assets. Other investments not covered elsewhere at end of year2022-12-31$260,539
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$131,121
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,019,607
Other income not declared elsewhere2022-12-31$-9,217
Administrative expenses (other) incurred2022-12-31$2,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,357,385
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,280,372
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$186,637,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$380,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$147,171,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$173,123,797
Value of interest in pooled separate accounts at end of year2022-12-31$7,939,402
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,707,495
Interest on participant loans2022-12-31$63,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,116,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,144,734
Employer contributions (assets) at end of year2022-12-31$6,144,734
Employer contributions (assets) at beginning of year2022-12-31$6,042,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,047,426
Contract administrator fees2022-12-31$57,937
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$42,689,153
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,581,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,028,176
Expenses. Certain deemed distributions of participant loans2021-12-31$52,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,347,925
Value of total assets at end of year2021-12-31$186,637,757
Value of total assets at beginning of year2021-12-31$157,530,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$501,036
Total interest from all sources2021-12-31$54,271
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,998,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,998,352
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,564,203
Participant contributions at end of year2021-12-31$1,632,586
Participant contributions at beginning of year2021-12-31$1,307,204
Assets. Other investments not covered elsewhere at end of year2021-12-31$131,121
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$183,101
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$740,964
Other income not declared elsewhere2021-12-31$7,140
Administrative expenses (other) incurred2021-12-31$9,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$29,107,257
Value of net assets at end of year (total assets less liabilities)2021-12-31$186,637,757
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$157,530,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$446,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$173,123,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$144,166,371
Value of interest in pooled separate accounts at end of year2021-12-31$5,707,495
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,111,130
Interest on participant loans2021-12-31$54,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,281,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,042,758
Employer contributions (assets) at end of year2021-12-31$6,042,758
Employer contributions (assets) at beginning of year2021-12-31$5,762,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,028,176
Contract administrator fees2021-12-31$45,527
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$40,086,145
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,370,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,918,356
Expenses. Certain deemed distributions of participant loans2020-12-31$49,692
Value of total corrective distributions2020-12-31$3,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,129,316
Value of total assets at end of year2020-12-31$157,530,500
Value of total assets at beginning of year2020-12-31$126,815,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$399,784
Total interest from all sources2020-12-31$53,402
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,021,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,021,151
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,410,813
Participant contributions at end of year2020-12-31$1,307,204
Participant contributions at beginning of year2020-12-31$1,208,389
Assets. Other investments not covered elsewhere at end of year2020-12-31$183,101
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$129,071
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$955,809
Other income not declared elsewhere2020-12-31$-1,777
Administrative expenses (other) incurred2020-12-31$29,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$30,715,303
Value of net assets at end of year (total assets less liabilities)2020-12-31$157,530,500
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$126,815,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$330,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$144,166,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$114,930,753
Value of interest in pooled separate accounts at end of year2020-12-31$6,111,130
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,639,155
Interest on participant loans2020-12-31$53,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,884,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,762,694
Employer contributions (assets) at end of year2020-12-31$5,762,694
Employer contributions (assets) at beginning of year2020-12-31$5,907,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,918,356
Contract administrator fees2020-12-31$39,464
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,672,769
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,155,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,765,792
Expenses. Certain deemed distributions of participant loans2019-12-31$24,153
Value of total corrective distributions2019-12-31$4,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,345,304
Value of total assets at end of year2019-12-31$126,815,197
Value of total assets at beginning of year2019-12-31$94,298,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$361,155
Total interest from all sources2019-12-31$50,177
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,943,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,943,508
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,488,349
Participant contributions at end of year2019-12-31$1,208,389
Participant contributions at beginning of year2019-12-31$1,057,447
Assets. Other investments not covered elsewhere at end of year2019-12-31$129,071
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$940,542
Other income not declared elsewhere2019-12-31$5,586
Administrative expenses (other) incurred2019-12-31$9,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$32,516,891
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,815,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,298,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$314,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$114,930,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,554,077
Value of interest in pooled separate accounts at end of year2019-12-31$4,639,155
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,940,510
Interest on participant loans2019-12-31$50,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,328,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,916,413
Employer contributions (assets) at end of year2019-12-31$5,907,829
Employer contributions (assets) at beginning of year2019-12-31$4,746,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,765,792
Contract administrator fees2019-12-31$36,320
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,951,576
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,507,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,149,393
Expenses. Certain deemed distributions of participant loans2018-12-31$62,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,266,639
Value of total assets at end of year2018-12-31$94,298,306
Value of total assets at beginning of year2018-12-31$82,854,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$295,689
Total interest from all sources2018-12-31$37,437
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,779,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,779,206
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,906,190
Participant contributions at end of year2018-12-31$1,057,447
Participant contributions at beginning of year2018-12-31$735,159
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$-3,578
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,788,695
Administrative expenses (other) incurred2018-12-31$9,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,443,804
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,298,306
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$82,854,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$255,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,554,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,249,836
Value of interest in pooled separate accounts at end of year2018-12-31$4,940,510
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,731,010
Interest on participant loans2018-12-31$37,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,131,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,571,754
Employer contributions (assets) at end of year2018-12-31$4,746,272
Employer contributions (assets) at beginning of year2018-12-31$5,142,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,149,393
Contract administrator fees2018-12-31$31,255
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY
Accountancy firm EIN2018-12-31390859910
2017 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$27,524,291
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,786,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,525,142
Expenses. Certain deemed distributions of participant loans2017-12-31$13,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,082,946
Value of total assets at end of year2017-12-31$82,854,502
Value of total assets at beginning of year2017-12-31$59,116,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$248,262
Total interest from all sources2017-12-31$22,952
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,955,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,955,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,797,444
Participant contributions at end of year2017-12-31$735,159
Participant contributions at beginning of year2017-12-31$560,963
Participant contributions at end of year2017-12-31$-3,578
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,143,427
Administrative expenses (other) incurred2017-12-31$6,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,737,729
Value of net assets at end of year (total assets less liabilities)2017-12-31$82,854,502
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,116,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$216,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,249,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,305,735
Value of interest in pooled separate accounts at end of year2017-12-31$1,731,010
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,357,217
Interest on participant loans2017-12-31$22,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,463,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,142,075
Employer contributions (assets) at end of year2017-12-31$5,142,075
Employer contributions (assets) at beginning of year2017-12-31$4,891,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,525,142
Contract administrator fees2017-12-31$24,748
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY
Accountancy firm EIN2017-12-31390859910
2016 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$499,934
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$18,593,591
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,712,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,512,119
Expenses. Certain deemed distributions of participant loans2016-12-31$8,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,735,047
Value of total assets at end of year2016-12-31$59,116,773
Value of total assets at beginning of year2016-12-31$43,735,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$191,505
Total interest from all sources2016-12-31$17,769
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,307,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,307,508
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,869,209
Participant contributions at end of year2016-12-31$560,963
Participant contributions at beginning of year2016-12-31$386,762
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$974,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$6,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,881,245
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,116,773
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,735,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$158,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,305,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,439,418
Value of interest in pooled separate accounts at end of year2016-12-31$1,357,217
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,015,460
Interest on participant loans2016-12-31$17,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,533,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,891,337
Employer contributions (assets) at end of year2016-12-31$4,891,337
Employer contributions (assets) at beginning of year2016-12-31$4,879,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,512,119
Contract administrator fees2016-12-31$27,276
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY
Accountancy firm EIN2016-12-31390859910
2015 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,095,457
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$13,472,234
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,093,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,946,076
Expenses. Certain deemed distributions of participant loans2015-12-31$5,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,020,314
Value of total assets at end of year2015-12-31$43,735,594
Value of total assets at beginning of year2015-12-31$31,261,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$142,385
Total interest from all sources2015-12-31$14,019
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,315,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,315,941
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,662,989
Participant contributions at end of year2015-12-31$386,762
Participant contributions at beginning of year2015-12-31$387,588
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$477,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,184
Administrative expenses (other) incurred2015-12-31$1,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,378,464
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,735,594
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,261,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$113,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,439,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,487,501
Value of interest in pooled separate accounts at end of year2015-12-31$1,015,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$937,336
Interest on participant loans2015-12-31$14,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,879,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,879,342
Employer contributions (assets) at end of year2015-12-31$4,879,342
Employer contributions (assets) at beginning of year2015-12-31$4,436,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,946,076
Contract administrator fees2015-12-31$27,134
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY
Accountancy firm EIN2015-12-31390859910
2014 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$701,795
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$13,759,739
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,008,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$903,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,302,299
Value of total assets at end of year2014-12-31$31,261,673
Value of total assets at beginning of year2014-12-31$17,808,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,647
Total interest from all sources2014-12-31$13,147
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$728,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$728,664
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,207,475
Participant contributions at end of year2014-12-31$387,588
Participant contributions at beginning of year2014-12-31$325,171
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$680,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,751,528
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,261,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,808,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$83,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,424,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,024,602
Interest on participant loans2014-12-31$13,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$715,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,414,669
Employer contributions (assets) at end of year2014-12-31$4,436,260
Employer contributions (assets) at beginning of year2014-12-31$452,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$903,564
Contract administrator fees2014-12-31$19,861
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY
Accountancy firm EIN2014-12-31390859910
2013 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$537,252
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$6,342,297
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$737,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$629,263
Expenses. Certain deemed distributions of participant loans2013-12-31$1,529
Value of total corrective distributions2013-12-31$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,128,485
Value of total assets at end of year2013-12-31$17,808,350
Value of total assets at beginning of year2013-12-31$11,666,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$106,896
Total interest from all sources2013-12-31$7,689
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$456,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$456,735
Administrative expenses professional fees incurred2013-12-31$106,896
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,405,045
Participant contributions at end of year2013-12-31$325,171
Participant contributions at beginning of year2013-12-31$133,078
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$271,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,604,543
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,808,350
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,666,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,024,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,922,785
Interest on participant loans2013-12-31$7,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$409,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$409,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,749,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$452,399
Employer contributions (assets) at end of year2013-12-31$452,399
Employer contributions (assets) at beginning of year2013-12-31$200,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$629,263
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY
Accountancy firm EIN2013-12-31390859910
2012 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$457
Total income from all sources (including contributions)2012-12-31$4,862,035
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$467,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$395,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,705,741
Value of total assets at end of year2012-12-31$11,666,555
Value of total assets at beginning of year2012-12-31$7,272,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,803
Total interest from all sources2012-12-31$3,909
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$425,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$425,268
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,722,102
Participant contributions at end of year2012-12-31$133,078
Participant contributions at beginning of year2012-12-31$107,504
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$782,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$457
Other income not declared elsewhere2012-12-31$942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,394,269
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,666,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,272,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,922,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,952,741
Interest on participant loans2012-12-31$3,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$409,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$212,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$212,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$726,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$200,801
Employer contributions (assets) at end of year2012-12-31$200,801
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$395,963
Contract administrator fees2012-12-31$8,903
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARONE, HOWARD & CO., CPAS PC
Accountancy firm EIN2012-12-31208275758
2011 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS 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$457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$440
Total income from all sources (including contributions)2011-12-31$2,284,263
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$141,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$97,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,360,702
Value of total assets at end of year2011-12-31$7,272,743
Value of total assets at beginning of year2011-12-31$5,130,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,860
Total interest from all sources2011-12-31$3,441
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$203,952
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$203,952
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$2,234,269
Participant contributions at end of year2011-12-31$107,504
Participant contributions at beginning of year2011-12-31$79,416
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$126,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$440
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$2,142,463
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,272,286
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,129,823
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
Investment advisory and management fees2011-12-31$43,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,952,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,867,272
Interest on participant loans2011-12-31$3,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$212,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$183,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$183,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-283,832
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$97,940
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 name2011-12-31BARONE, HOWARD & CO., CPAS PC
Accountancy firm EIN2011-12-31208275758
2010 : HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS 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$440
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$5,175,222
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,671,506
Value of total assets at end of year2010-12-31$5,130,263
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,118
Total interest from all sources2010-12-31$487
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$158,801
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$158,801
Administrative expenses professional fees incurred2010-12-31$22,118
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,817,712
Participant contributions at end of year2010-12-31$79,416
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,853,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$440
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$5,129,823
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,129,823
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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$4,867,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$183,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$344,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,281
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 name2010-12-31BARONE, HOWARD & CO., CPAS PC
Accountancy firm EIN2010-12-31208275758

Form 5500 Responses for HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

2022: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered196
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered181
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA063305
Policy instance 1
Insurance contract or identification numberGA063305
Number of Individuals Covered2401
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
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

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