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THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 401k Plan overview

Plan NameTHE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN
Plan identification number 001

THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.
Employer identification number (EIN):222667354
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-10-01JASON RADZEVICH2021-04-14
0012018-10-01KEVIN COUGHLIN2020-07-14 MATTHEW ANDERSON2020-07-14
0012017-10-01JASON RADZEVICH2019-07-09 MATTHEW ANDERSON2019-07-03
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01JASON RADZEVICH
0012012-10-01PETER HOLDEN
0012011-10-01JOSEPH IANNONI
0012009-10-01JOSEPH IANNONI
0012008-10-01

Plan Statistics for THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN

401k plan membership statisitcs for THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN

Measure Date Value
2020: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-3021,233,845
Acturial value of plan assets2020-06-3021,233,845
Funding target for retired participants and beneficiaries receiving payment2020-06-3017,578,876
Number of terminated vested participants2020-06-3062
Fundng target for terminated vested participants2020-06-302,414,573
Active participant vested funding target2020-06-304,001,881
Number of active participants2020-06-30113
Total funding liabilities for active participants2020-06-304,001,881
Total participant count2020-06-30384
Total funding target for all participants2020-06-3023,995,330
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3064,875
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3064,875
Present value of excess contributions2020-06-303,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-303,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-303,353
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3073,294
Total employer contributions2020-06-301,184,102
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-301,132,781
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30375,207
Net shortfall amortization installment of oustanding balance2020-06-302,834,779
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-301,111,469
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-301,111,469
Contributions allocatedtoward minimum required contributions for current year2020-06-301,132,781
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01384
Total number of active participants reported on line 7a of the Form 55002019-10-01103
Number of retired or separated participants receiving benefits2019-10-01202
Number of other retired or separated participants entitled to future benefits2019-10-0163
Total of all active and inactive participants2019-10-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-0110
Total participants2019-10-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3021,289,364
Acturial value of plan assets2019-09-3021,289,364
Funding target for retired participants and beneficiaries receiving payment2019-09-3017,905,438
Number of terminated vested participants2019-09-3062
Fundng target for terminated vested participants2019-09-302,379,326
Active participant vested funding target2019-09-304,259,989
Number of active participants2019-09-30124
Total funding liabilities for active participants2019-09-304,259,989
Total participant count2019-09-30391
Total funding target for all participants2019-09-3024,544,753
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-3060,937
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-3060,937
Present value of excess contributions2019-09-302,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-302,439
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-302,439
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-3064,875
Total employer contributions2019-09-30548,721
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30528,763
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30420,703
Net shortfall amortization installment of oustanding balance2019-09-303,320,264
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30525,585
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30525,585
Contributions allocatedtoward minimum required contributions for current year2019-09-30528,763
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01391
Total number of active participants reported on line 7a of the Form 55002018-10-01114
Number of retired or separated participants receiving benefits2018-10-01197
Number of other retired or separated participants entitled to future benefits2018-10-0163
Total of all active and inactive participants2018-10-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-0110
Total participants2018-10-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3028,292,854
Acturial value of plan assets2018-09-3028,292,854
Funding target for retired participants and beneficiaries receiving payment2018-09-3021,637,327
Number of terminated vested participants2018-09-3054
Fundng target for terminated vested participants2018-09-301,902,066
Active participant vested funding target2018-09-304,762,535
Number of active participants2018-09-30148
Total funding liabilities for active participants2018-09-304,762,535
Total participant count2018-09-30579
Total funding target for all participants2018-09-3028,301,928
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3051,452
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-3051,452
Present value of excess contributions2018-09-304,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-305,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-305,194
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-3060,937
Total employer contributions2018-09-30489,722
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30477,813
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30475,396
Net shortfall amortization installment of oustanding balance2018-09-3070,011
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30475,505
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30475,505
Contributions allocatedtoward minimum required contributions for current year2018-09-30477,813
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01579
Total number of active participants reported on line 7a of the Form 55002017-10-01124
Number of retired or separated participants receiving benefits2017-10-01196
Number of other retired or separated participants entitled to future benefits2017-10-0161
Total of all active and inactive participants2017-10-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-0110
Total participants2017-10-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3027,790,835
Acturial value of plan assets2017-09-3027,790,835
Funding target for retired participants and beneficiaries receiving payment2017-09-3021,457,230
Number of terminated vested participants2017-09-3062
Fundng target for terminated vested participants2017-09-302,359,679
Active participant vested funding target2017-09-305,552,098
Number of active participants2017-09-30172
Total funding liabilities for active participants2017-09-305,552,098
Total participant count2017-09-30608
Total funding target for all participants2017-09-3029,369,007
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3036,141
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-3036,141
Present value of excess contributions2017-09-3010,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3011,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-3011,517
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3051,452
Total employer contributions2017-09-301,578,891
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-301,512,585
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30436,860
Net shortfall amortization installment of oustanding balance2017-09-301,629,624
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-301,507,680
Additional cash requirement2017-09-301,507,680
Contributions allocatedtoward minimum required contributions for current year2017-09-301,512,585
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01608
Total number of active participants reported on line 7a of the Form 55002016-10-01148
Number of retired or separated participants receiving benefits2016-10-01355
Number of other retired or separated participants entitled to future benefits2016-10-0155
Total of all active and inactive participants2016-10-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-0121
Total participants2016-10-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01624
Total number of active participants reported on line 7a of the Form 55002015-10-01172
Number of retired or separated participants receiving benefits2015-10-01353
Number of other retired or separated participants entitled to future benefits2015-10-0163
Total of all active and inactive participants2015-10-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0120
Total participants2015-10-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01688
Total number of active participants reported on line 7a of the Form 55002014-10-01189
Number of retired or separated participants receiving benefits2014-10-01336
Number of other retired or separated participants entitled to future benefits2014-10-0178
Total of all active and inactive participants2014-10-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0121
Total participants2014-10-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01696
Total number of active participants reported on line 7a of the Form 55002013-10-01206
Number of retired or separated participants receiving benefits2013-10-01327
Number of other retired or separated participants entitled to future benefits2013-10-01136
Total of all active and inactive participants2013-10-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0119
Total participants2013-10-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01697
Total number of active participants reported on line 7a of the Form 55002012-10-01238
Number of retired or separated participants receiving benefits2012-10-01309
Number of other retired or separated participants entitled to future benefits2012-10-01132
Total of all active and inactive participants2012-10-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0117
Total participants2012-10-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01702
Total number of active participants reported on line 7a of the Form 55002011-10-01268
Number of retired or separated participants receiving benefits2011-10-01281
Number of other retired or separated participants entitled to future benefits2011-10-01134
Total of all active and inactive participants2011-10-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0114
Total participants2011-10-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01708
Total number of active participants reported on line 7a of the Form 55002009-10-01325
Number of retired or separated participants receiving benefits2009-10-01248
Number of other retired or separated participants entitled to future benefits2009-10-01119
Total of all active and inactive participants2009-10-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0111
Total participants2009-10-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN

Measure Date Value
2020 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$107,928
Total unrealized appreciation/depreciation of assets2020-06-30$107,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,980,978
Total loss/gain on sale of assets2020-06-30$110,442
Total of all expenses incurred2020-06-30$1,752,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,366,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,184,102
Value of total assets at end of year2020-06-30$21,462,738
Value of total assets at beginning of year2020-06-30$21,234,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$385,811
Total interest from all sources2020-06-30$4,246
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$418,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$418,813
Administrative expenses professional fees incurred2020-06-30$103,852
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$20,354
Administrative expenses (other) incurred2020-06-30$238,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$228,694
Value of net assets at end of year (total assets less liabilities)2020-06-30$21,462,738
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$21,234,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$43,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$18,532,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$18,490,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,074,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$374,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$374,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$4,246
Asset value of US Government securities at end of year2020-06-30$934,897
Asset value of US Government securities at beginning of year2020-06-30$2,156,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$155,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,184,102
Employer contributions (assets) at end of year2020-06-30$921,310
Employer contributions (assets) at beginning of year2020-06-30$193,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,366,473
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$1,439,483
Aggregate carrying amount (costs) on sale of assets2020-06-30$1,329,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$2,139,282
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,194,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,819,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$548,721
Value of total assets at end of year2019-09-30$21,234,044
Value of total assets at beginning of year2019-09-30$21,289,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$375,207
Total interest from all sources2019-09-30$57,843
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$486,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$72,775
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$20,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,751
Administrative expenses (other) incurred2019-09-30$258,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-55,355
Value of net assets at end of year (total assets less liabilities)2019-09-30$21,234,044
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$21,289,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$43,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$18,490,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$17,321,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$374,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$771,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$771,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$57,843
Asset value of US Government securities at end of year2019-09-30$2,156,010
Asset value of US Government securities at beginning of year2019-09-30$3,081,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$1,045,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$548,721
Employer contributions (assets) at end of year2019-09-30$193,331
Employer contributions (assets) at beginning of year2019-09-30$112,802
Income. Dividends from common stock2019-09-30$486,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,819,430
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BDO USA, LLP
Accountancy firm EIN2019-09-30135381590
2018 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$388,928
Total income from all sources (including contributions)2018-09-30$1,092,307
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$8,101,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$7,681,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$489,722
Value of total assets at end of year2018-09-30$21,289,399
Value of total assets at beginning of year2018-09-30$28,687,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$420,703
Total interest from all sources2018-09-30$22,377
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$578,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$578,659
Administrative expenses professional fees incurred2018-09-30$69,168
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$388,928
Administrative expenses (other) incurred2018-09-30$262,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-7,009,423
Value of net assets at end of year (total assets less liabilities)2018-09-30$21,289,399
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$28,298,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$88,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$17,321,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$26,040,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$771,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$66,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$66,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$22,377
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$5,552,043
Asset value of US Government securities at end of year2018-09-30$3,081,976
Asset value of US Government securities at beginning of year2018-09-30$2,019,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$489,722
Employer contributions (assets) at end of year2018-09-30$112,802
Employer contributions (assets) at beginning of year2018-09-30$561,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,128,984
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30STOWE & DEGON LLC
Accountancy firm EIN2018-09-30043379904
2017 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$388,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$3,804,738
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$3,314,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,839,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,578,891
Value of total assets at end of year2017-09-30$28,687,750
Value of total assets at beginning of year2017-09-30$27,808,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$475,396
Total interest from all sources2017-09-30$4,469
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$670,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$670,098
Administrative expenses professional fees incurred2017-09-30$79,044
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$388,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Administrative expenses (other) incurred2017-09-30$339,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$490,172
Value of net assets at end of year (total assets less liabilities)2017-09-30$28,298,822
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$27,808,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$57,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$26,040,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$23,933,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$66,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,465,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,465,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$4,469
Asset value of US Government securities at end of year2017-09-30$2,019,614
Asset value of US Government securities at beginning of year2017-09-30$1,468,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,551,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,578,891
Employer contributions (assets) at end of year2017-09-30$561,207
Employer contributions (assets) at beginning of year2017-09-30$942,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$2,839,170
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30STOWE & DEGON LLC
Accountancy firm EIN2017-09-30043379904
2016 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$4,388,704
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$3,123,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,686,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,707,331
Value of total assets at end of year2016-09-30$27,808,650
Value of total assets at beginning of year2016-09-30$26,543,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$436,860
Total interest from all sources2016-09-30$4,014
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$699,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$699,429
Administrative expenses professional fees incurred2016-09-30$73,550
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Administrative expenses (other) incurred2016-09-30$262,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,265,320
Value of net assets at end of year (total assets less liabilities)2016-09-30$27,808,650
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$26,543,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$100,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$23,933,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$23,688,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,465,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$1,398,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$1,398,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$4,014
Asset value of US Government securities at end of year2016-09-30$1,468,228
Asset value of US Government securities at beginning of year2016-09-30$1,072,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,977,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,707,331
Employer contributions (assets) at end of year2016-09-30$942,079
Employer contributions (assets) at beginning of year2016-09-30$383,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,686,524
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BDO USA, LLP
Accountancy firm EIN2016-09-30135381590
2015 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$821,700
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$3,718,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,350,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,072,380
Value of total assets at end of year2015-09-30$26,543,330
Value of total assets at beginning of year2015-09-30$29,439,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$367,607
Total interest from all sources2015-09-30$383
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$791,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$791,210
Administrative expenses professional fees incurred2015-09-30$113,076
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Administrative expenses (other) incurred2015-09-30$153,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-2,896,573
Value of net assets at end of year (total assets less liabilities)2015-09-30$26,543,330
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$29,439,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$101,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$23,688,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$26,876,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$1,398,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$1,034,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$1,034,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$383
Asset value of US Government securities at end of year2015-09-30$1,072,985
Asset value of US Government securities at beginning of year2015-09-30$1,528,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-1,042,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,072,380
Employer contributions (assets) at end of year2015-09-30$383,652
Employer contributions (assets) at beginning of year2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$3,350,666
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2015-09-30042684828
2014 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$3,758,780
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$2,286,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,001,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,257,315
Value of total assets at end of year2014-09-30$29,439,903
Value of total assets at beginning of year2014-09-30$27,967,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$284,199
Total interest from all sources2014-09-30$12
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$818,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$818,393
Administrative expenses professional fees incurred2014-09-30$60,400
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$120,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,472,652
Value of net assets at end of year (total assets less liabilities)2014-09-30$29,439,903
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$27,967,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$103,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$26,876,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$25,764,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$1,034,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$808,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$808,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$12
Asset value of US Government securities at end of year2014-09-30$1,528,900
Asset value of US Government securities at beginning of year2014-09-30$1,394,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,683,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,257,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,001,929
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-09-30042684828
2013 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,691,799
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$2,114,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,846,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$842,252
Value of total assets at end of year2013-09-30$27,967,251
Value of total assets at beginning of year2013-09-30$28,389,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$267,502
Total interest from all sources2013-09-30$738
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$918,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$918,038
Administrative expenses professional fees incurred2013-09-30$82,254
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Administrative expenses (other) incurred2013-09-30$88,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-422,556
Value of net assets at end of year (total assets less liabilities)2013-09-30$27,967,251
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$28,389,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$96,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$25,764,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$25,006,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$808,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$449,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$449,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$738
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$1,145,679
Asset value of US Government securities at end of year2013-09-30$1,394,380
Asset value of US Government securities at beginning of year2013-09-30$1,103,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$-138,059
Net gain/loss from 103.12 investment entities2013-09-30$68,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$842,252
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$684,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,846,853
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2013-09-30042684828
2012 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$5,381,969
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$2,135,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,765,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,684,132
Value of total assets at end of year2012-09-30$28,389,807
Value of total assets at beginning of year2012-09-30$25,143,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$370,285
Total interest from all sources2012-09-30$889
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$917,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$917,422
Administrative expenses professional fees incurred2012-09-30$135,772
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Other income not declared elsewhere2012-09-30$77,243
Administrative expenses (other) incurred2012-09-30$149,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$3,246,226
Value of net assets at end of year (total assets less liabilities)2012-09-30$28,389,807
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$25,143,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$84,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$25,006,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$22,344,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$449,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$964,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$964,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$889
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$1,145,679
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$1,103,584
Asset value of US Government securities at beginning of year2012-09-30$1,034,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,645,561
Net gain/loss from 103.12 investment entities2012-09-30$56,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$1,684,132
Employer contributions (assets) at end of year2012-09-30$684,132
Employer contributions (assets) at beginning of year2012-09-30$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,765,458
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2012-09-30042684828
2011 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,794,752
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$2,400,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,209,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$800,000
Value of total assets at end of year2011-09-30$25,143,581
Value of total assets at beginning of year2011-09-30$25,749,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$190,215
Total interest from all sources2011-09-30$815
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$923,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$923,232
Administrative expenses professional fees incurred2011-09-30$49,002
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$2,605,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$50,303
Other income not declared elsewhere2011-09-30$129
Administrative expenses (other) incurred2011-09-30$48,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-605,426
Value of net assets at end of year (total assets less liabilities)2011-09-30$25,143,581
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$25,749,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$92,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$22,344,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$22,651,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$964,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$441,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$441,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$815
Asset value of US Government securities at end of year2011-09-30$1,034,561
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$70,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$800,000
Employer contributions (assets) at end of year2011-09-30$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$2,209,963
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-09-30042684828
2010 : THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN

2019: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: THE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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