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STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSTAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 006

STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

STAMFORD HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAMFORD HEALTH, INC.
Employer identification number (EIN):222476636
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT 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
0062017-01-01MELANIE TURNER
0062016-01-01MELANIE TURNER
0062013-01-01DARRYL MCCORMICK
0062012-01-01DARRYL MCCORMICK
0062011-01-01DARRYL MCCORMICK
0062009-01-01DARRYL MCCORMICK
0062009-01-01DARRYL MCCORMICK

Plan Statistics for STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,785
Total number of active participants reported on line 7a of the Form 55002022-01-013,482
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-011,146
Total of all active and inactive participants2022-01-014,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-014,678
Number of participants with account balances2022-01-014,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01355
2021: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,398
Total number of active participants reported on line 7a of the Form 55002021-01-013,694
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-011,047
Total of all active and inactive participants2021-01-014,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-014,785
Number of participants with account balances2021-01-014,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01317
2020: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,997
Total number of active participants reported on line 7a of the Form 55002020-01-013,457
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01922
Total of all active and inactive participants2020-01-014,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-014,398
Number of participants with account balances2020-01-014,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01193
2019: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,602
Total number of active participants reported on line 7a of the Form 55002019-01-013,089
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-01876
Total of all active and inactive participants2019-01-013,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-013,997
Number of participants with account balances2019-01-013,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01223
2018: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,709
Total number of active participants reported on line 7a of the Form 55002018-01-012,794
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-01766
Total of all active and inactive participants2018-01-013,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-013,589
Number of participants with account balances2018-01-013,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01171
2017: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,728
Total number of active participants reported on line 7a of the Form 55002017-01-012,749
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-01941
Total of all active and inactive participants2017-01-013,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,709
Number of participants with account balances2017-01-013,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0195
2016: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,476
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-011,085
Total of all active and inactive participants2016-01-011,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,101
Number of participants with account balances2016-01-012,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01121
2013: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,100
Total number of active participants reported on line 7a of the Form 55002013-01-011,901
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01809
Total of all active and inactive participants2013-01-012,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,719
Number of participants with account balances2013-01-012,716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0186
2012: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,061
Total number of active participants reported on line 7a of the Form 55002012-01-012,342
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01753
Total of all active and inactive participants2012-01-013,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013,100
Number of participants with account balances2012-01-012,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0177
2011: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,994
Total number of active participants reported on line 7a of the Form 55002011-01-012,313
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01744
Total of all active and inactive participants2011-01-013,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013,061
Number of participants with account balances2011-01-012,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01100
2009: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,265
Total number of active participants reported on line 7a of the Form 55002009-01-011,312
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01839
Total of all active and inactive participants2009-01-012,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,152
Number of participants with account balances2009-01-012,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$113,571
Total income from all sources (including contributions)2022-12-31$-23,392,433
Total of all expenses incurred2022-12-31$18,888,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,456,317
Expenses. Certain deemed distributions of participant loans2022-12-31$46,165
Value of total corrective distributions2022-12-31$1,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$37,954,042
Value of total assets at end of year2022-12-31$342,777,377
Value of total assets at beginning of year2022-12-31$384,945,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$384,460
Total interest from all sources2022-12-31$492,320
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,978,643
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$6,978,643
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$21,229,803
Participant contributions at end of year2022-12-31$5,365,575
Participant contributions at beginning of year2022-12-31$5,108,813
Participant contributions at end of year2022-12-31$195,791
Participant contributions at beginning of year2022-12-31$303,027
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,942,749
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,153,925
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,658,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,614
Other income not declared elsewhere2022-12-31$-509,386
Administrative expenses (other) incurred2022-12-31$384,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,281,265
Value of net assets at end of year (total assets less liabilities)2022-12-31$342,777,377
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$384,945,071
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$150
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$319,024,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$362,708,213
Interest on participant loans2022-12-31$240,212
Interest earned on other investments2022-12-31$252,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,079,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,668,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-68,308,052
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,066,226
Employer contributions (assets) at end of year2022-12-31$166,193
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,456,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$3,753
Total income from all sources (including contributions)2021-12-31$78,767,617
Total of all expenses incurred2021-12-31$21,751,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,347,960
Expenses. Certain deemed distributions of participant loans2021-12-31$35,853
Value of total corrective distributions2021-12-31$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,059,037
Value of total assets at end of year2021-12-31$384,945,071
Value of total assets at beginning of year2021-12-31$327,925,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$366,790
Total interest from all sources2021-12-31$481,613
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,427,197
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$6,427,197
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$19,853,595
Participant contributions at end of year2021-12-31$5,108,813
Participant contributions at beginning of year2021-12-31$5,065,136
Participant contributions at end of year2021-12-31$303,027
Participant contributions at beginning of year2021-12-31$166,845
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,153,925
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,378,644
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,106,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,010
Other income not declared elsewhere2021-12-31$132,418
Administrative expenses (other) incurred2021-12-31$365,758
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$57,016,116
Value of net assets at end of year (total assets less liabilities)2021-12-31$384,945,071
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$327,925,202
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$1,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$362,708,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$306,667,415
Interest on participant loans2021-12-31$246,343
Interest earned on other investments2021-12-31$235,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,668,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,513,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$35,667,352
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,099,387
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$126,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,347,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$74,429,097
Total of all expenses incurred2020-12-31$22,151,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,750,010
Expenses. Certain deemed distributions of participant loans2020-12-31$20,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$33,981,137
Value of total assets at end of year2020-12-31$327,925,202
Value of total assets at beginning of year2020-12-31$275,647,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$381,259
Total interest from all sources2020-12-31$307,045
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,355,346
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$5,355,346
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$18,013,673
Participant contributions at end of year2020-12-31$5,065,136
Participant contributions at beginning of year2020-12-31$5,364,869
Participant contributions at end of year2020-12-31$166,845
Participant contributions at beginning of year2020-12-31$83,699
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,378,644
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,122,391
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,758,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,329
Other income not declared elsewhere2020-12-31$58,647
Administrative expenses (other) incurred2020-12-31$380,160
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$52,277,305
Value of net assets at end of year (total assets less liabilities)2020-12-31$327,925,202
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$275,647,897
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$1,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$306,667,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$257,905,935
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,723,566
Interest on participant loans2020-12-31$292,654
Interest earned on other investments2020-12-31$14,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,513,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$373,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,551,410
Net investment gain/loss from pooled separate accounts2020-12-31$175,512
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$12,208,868
Employer contributions (assets) at end of year2020-12-31$126,164
Employer contributions (assets) at beginning of year2020-12-31$65,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,750,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$17,649,371
Total income from all sources (including contributions)2019-12-31$77,148,421
Total of all expenses incurred2019-12-31$12,014,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,541,048
Expenses. Certain deemed distributions of participant loans2019-12-31$82,299
Value of total corrective distributions2019-12-31$19,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,852,725
Value of total assets at end of year2019-12-31$275,647,897
Value of total assets at beginning of year2019-12-31$192,864,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$371,792
Total interest from all sources2019-12-31$271,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,888,847
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$5,888,847
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$16,188,554
Participant contributions at end of year2019-12-31$5,364,869
Participant contributions at beginning of year2019-12-31$4,592,040
Participant contributions at end of year2019-12-31$83,699
Participant contributions at beginning of year2019-12-31$243,740
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,122,391
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$750,338
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,900,447
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,957
Other income not declared elsewhere2019-12-31$127,809
Administrative expenses (other) incurred2019-12-31$371,342
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$65,134,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$275,647,897
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$192,864,311
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$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$257,905,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$179,026,383
Value of interest in pooled separate accounts at end of year2019-12-31$9,723,566
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,680,794
Interest on participant loans2019-12-31$268,193
Interest earned on other investments2019-12-31$3,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$373,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$360,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,830,748
Net investment gain/loss from pooled separate accounts2019-12-31$176,526
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,763,724
Employer contributions (assets) at end of year2019-12-31$65,753
Employer contributions (assets) at beginning of year2019-12-31$208,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,541,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$11,610,334
Total of all expenses incurred2018-12-31$13,366,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,985,285
Expenses. Certain deemed distributions of participant loans2018-12-31$70,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,046,230
Value of total assets at end of year2018-12-31$192,864,311
Value of total assets at beginning of year2018-12-31$194,620,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$310,919
Total interest from all sources2018-12-31$213,001
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,297,853
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$4,297,853
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$12,844,846
Participant contributions at end of year2018-12-31$4,592,040
Participant contributions at beginning of year2018-12-31$4,023,059
Participant contributions at end of year2018-12-31$243,740
Participant contributions at beginning of year2018-12-31$218,281
Assets. Other investments not covered elsewhere at end of year2018-12-31$750,338
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,026,304
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,680,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,149
Other income not declared elsewhere2018-12-31$-19,464
Administrative expenses (other) incurred2018-12-31$310,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,756,443
Value of net assets at end of year (total assets less liabilities)2018-12-31$192,864,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$194,620,754
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$179,026,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$183,269,848
Value of interest in pooled separate accounts at end of year2018-12-31$7,680,794
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,722,472
Interest on participant loans2018-12-31$211,241
Interest earned on other investments2018-12-31$1,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$360,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$170,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,022,210
Net investment gain/loss from pooled separate accounts2018-12-31$94,924
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$8,521,384
Employer contributions (assets) at end of year2018-12-31$208,607
Employer contributions (assets) at beginning of year2018-12-31$186,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,985,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$16,082
Total income from all sources (including contributions)2017-12-31$45,563,771
Total of all expenses incurred2017-12-31$9,685,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,297,836
Expenses. Certain deemed distributions of participant loans2017-12-31$68,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,352,786
Value of total assets at end of year2017-12-31$194,620,754
Value of total assets at beginning of year2017-12-31$158,726,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319,886
Total interest from all sources2017-12-31$178,405
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,491,773
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$3,491,773
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$11,057,423
Participant contributions at end of year2017-12-31$4,023,059
Participant contributions at beginning of year2017-12-31$4,052,664
Participant contributions at end of year2017-12-31$218,281
Participant contributions at beginning of year2017-12-31$204,400
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,026,304
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$892,254
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,021,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,348
Other income not declared elsewhere2017-12-31$56,695
Administrative expenses (other) incurred2017-12-31$319,886
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$35,877,786
Value of net assets at end of year (total assets less liabilities)2017-12-31$194,620,754
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$158,726,886
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$183,269,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$147,618,313
Value of interest in pooled separate accounts at end of year2017-12-31$5,722,472
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,392,414
Interest on participant loans2017-12-31$174,045
Interest earned on other investments2017-12-31$4,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$170,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$563,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,416,457
Net investment gain/loss from pooled separate accounts2017-12-31$67,655
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$6,274,210
Employer contributions (assets) at end of year2017-12-31$186,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,297,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$166,468
Total income from all sources (including contributions)2016-12-31$22,132,546
Total of all expenses incurred2016-12-31$8,786,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,411,061
Expenses. Certain deemed distributions of participant loans2016-12-31$14,773
Value of total corrective distributions2016-12-31$18,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,634,227
Value of total assets at end of year2016-12-31$158,726,886
Value of total assets at beginning of year2016-12-31$145,214,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$342,387
Total interest from all sources2016-12-31$167,993
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,842,947
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$2,842,947
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$10,222,416
Participant contributions at end of year2016-12-31$4,052,664
Participant contributions at beginning of year2016-12-31$3,834,094
Participant contributions at end of year2016-12-31$204,400
Participant contributions at beginning of year2016-12-31$160,256
Assets. Other investments not covered elsewhere at end of year2016-12-31$892,254
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$629,589
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$411,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,794
Other income not declared elsewhere2016-12-31$83,915
Administrative expenses (other) incurred2016-12-31$342,387
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$13,346,078
Value of net assets at end of year (total assets less liabilities)2016-12-31$158,726,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$145,214,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$147,618,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$135,640,888
Value of interest in pooled separate accounts at end of year2016-12-31$5,392,414
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,412,366
Interest on participant loans2016-12-31$164,727
Interest earned on other investments2016-12-31$3,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$563,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$404,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,338,085
Net investment gain/loss from pooled separate accounts2016-12-31$65,379
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
Employer contributions (assets) at beginning of year2016-12-31$130,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,411,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2013 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$32,581,113
Total of all expenses incurred2013-12-31$5,731,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,461,965
Expenses. Certain deemed distributions of participant loans2013-12-31$4,506
Value of total corrective distributions2013-12-31$489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,199,892
Value of total assets at end of year2013-12-31$120,602,428
Value of total assets at beginning of year2013-12-31$93,752,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$264,399
Total interest from all sources2013-12-31$107,778
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,364,898
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$2,364,898
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$8,723,047
Participant contributions at end of year2013-12-31$2,713,434
Participant contributions at beginning of year2013-12-31$2,329,330
Participant contributions at end of year2013-12-31$107,766
Participant contributions at beginning of year2013-12-31$99,282
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,128,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,530
Administrative expenses (other) incurred2013-12-31$264,399
Total non interest bearing cash at end of year2013-12-31$5,601
Total non interest bearing cash 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$26,849,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,602,428
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,752,674
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$115,174,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$72,085,046
Value of interest in pooled separate accounts at end of year2013-12-31$2,286,812
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,920,284
Interest on participant loans2013-12-31$104,888
Interest earned on other investments2013-12-31$2,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$233,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$240,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,373,827
Net investment gain/loss from pooled separate accounts2013-12-31$-465,282
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$5,348,266
Employer contributions (assets) at end of year2013-12-31$79,384
Employer contributions (assets) at beginning of year2013-12-31$76,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,461,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$23,452,672
Total of all expenses incurred2012-12-31$3,846,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,737,590
Expenses. Certain deemed distributions of participant loans2012-12-31$5,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,506,737
Value of total assets at end of year2012-12-31$93,752,674
Value of total assets at beginning of year2012-12-31$74,146,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$103,477
Total interest from all sources2012-12-31$91,921
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,581,482
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$1,581,482
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$7,676,945
Participant contributions at end of year2012-12-31$2,329,330
Participant contributions at beginning of year2012-12-31$1,912,171
Participant contributions at end of year2012-12-31$99,282
Participant contributions at beginning of year2012-12-31$295,668
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,761,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,232
Administrative expenses (other) incurred2012-12-31$103,477
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$19,606,171
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,752,674
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$74,146,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$72,085,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$53,999,742
Value of interest in pooled separate accounts at end of year2012-12-31$18,920,284
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,654,919
Interest on participant loans2012-12-31$90,901
Interest earned on other investments2012-12-31$1,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$240,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$84,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,641,302
Net investment gain/loss from pooled separate accounts2012-12-31$631,230
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$5,068,362
Employer contributions (assets) at end of year2012-12-31$76,354
Employer contributions (assets) at beginning of year2012-12-31$197,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,737,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$12,535,261
Total of all expenses incurred2011-12-31$2,439,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,428,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,100,827
Value of total assets at end of year2011-12-31$74,146,503
Value of total assets at beginning of year2011-12-31$64,050,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,666
Total interest from all sources2011-12-31$77,041
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,073,642
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$1,073,642
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$7,746,618
Participant contributions at end of year2011-12-31$1,912,171
Participant contributions at beginning of year2011-12-31$1,490,515
Participant contributions at end of year2011-12-31$295,668
Participant contributions at beginning of year2011-12-31$194,348
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$328,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,054
Administrative expenses (other) incurred2011-12-31$10,666
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$10,095,750
Value of net assets at end of year (total assets less liabilities)2011-12-31$74,146,503
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,050,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$53,999,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,341,634
Value of interest in pooled separate accounts at end of year2011-12-31$17,654,919
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,863,345
Interest on participant loans2011-12-31$77,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$84,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$55,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,212,807
Net investment gain/loss from pooled separate accounts2011-12-31$496,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,025,215
Employer contributions (assets) at end of year2011-12-31$197,483
Employer contributions (assets) at beginning of year2011-12-31$104,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,428,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121,577
Total income from all sources (including contributions)2010-12-31$19,318,055
Total of all expenses incurred2010-12-31$1,880,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,827,312
Expenses. Certain deemed distributions of participant loans2010-12-31$37,632
Value of total corrective distributions2010-12-31$4,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,255,925
Value of total assets at end of year2010-12-31$64,050,753
Value of total assets at beginning of year2010-12-31$46,735,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,544
Total interest from all sources2010-12-31$64,818
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$977,333
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$977,333
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$7,342,351
Participant contributions at end of year2010-12-31$1,490,515
Participant contributions at beginning of year2010-12-31$1,027,304
Participant contributions at end of year2010-12-31$194,348
Participant contributions at beginning of year2010-12-31$79,819
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,359,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$121,577
Other income not declared elsewhere2010-12-31$59,216
Administrative expenses (other) incurred2010-12-31$11,544
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$17,437,299
Value of net assets at end of year (total assets less liabilities)2010-12-31$64,050,753
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,613,454
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$46,341,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,352,665
Value of interest in pooled separate accounts at end of year2010-12-31$15,863,345
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,210,044
Interest on participant loans2010-12-31$64,739
Interest earned on other investments2010-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$55,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,433,036
Net investment gain/loss from pooled separate accounts2010-12-31$527,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,554,126
Employer contributions (assets) at end of year2010-12-31$104,718
Employer contributions (assets) at beginning of year2010-12-31$65,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,827,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN

2022: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2013: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered4584
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 2
Insurance contract or identification numberTT069294
Number of Individuals Covered4584
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered4311
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 2
Insurance contract or identification numberTT069294
Number of Individuals Covered4311
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered4151
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 2
Insurance contract or identification numberTT069294
Number of Individuals Covered4151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered3997
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered3310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069294
Policy instance 1
Insurance contract or identification numberTT069294
Number of Individuals Covered3354
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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