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CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 401k Plan overview

Plan NameCHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST
Plan identification number 010

CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WELLSPAN HEALTH has sponsored the creation of one or more 401k plans.

Company Name:WELLSPAN HEALTH
Employer identification number (EIN):230465970
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102019-07-01
0102018-07-01
0102017-07-01
0102016-07-01KIMBERLY RZOMP KIMBERLY RZOMP2018-03-20
0102015-07-01KIMBERLY RZOMP KIMBERLY RZOMP2017-02-17
0102014-07-01KIMBERLY RZOMP KIMBERLY RZOMP2016-04-11
0102013-07-01KIMBERLY R. RZOMP KIMBERLY R. RZOMP2015-04-10
0102012-07-01KIMBERLY RZOMP KIMBERLY RZOMP2014-04-14
0102011-07-01KIMBERLY RZOMP KIMBERLY RZOMP2013-10-08
0102009-07-01PATRICK W. O'DONNELL

Financial Data on CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST

Measure Date Value
2020 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$38,359
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$2,277,799
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$55,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$55,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,206,931
Value of total assets at end of year2020-06-30$4,265,103
Value of total assets at beginning of year2020-06-30$2,081,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$399
Total interest from all sources2020-06-30$27,617
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$102,291
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$102,291
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$399
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$2,221,805
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,265,103
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,081,657
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,740,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,106,111
Interest earned on other investments2020-06-30$27,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,524,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$975,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-59,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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$2,206,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$55,595
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
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 name2020-06-30SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2020-06-30520783935
2019 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets from this plan2019-06-30$1,106,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$256,885
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$95,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$95,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$150,129
Value of total assets at end of year2019-06-30$2,081,657
Value of total assets at beginning of year2019-06-30$3,027,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$280
Total interest from all sources2019-06-30$38,290
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$62,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$62,595
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$161,272
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,081,657
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,027,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,106,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,020,297
Interest earned on other investments2019-06-30$38,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$975,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,006,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$5,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$150,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$95,333
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SMITH ELLIOTT KEARNS & COMPANY, LLC
Accountancy firm EIN2019-06-30520783935
2018 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,677,433
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,751,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,751,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,474,008
Value of total assets at end of year2018-06-30$3,027,289
Value of total assets at beginning of year2018-06-30$5,101,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$54
Total interest from all sources2018-06-30$48,547
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$39,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$39,009
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
If this is an individual account plan, was there a blackout period2018-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$68,277
Administrative expenses (other) incurred2018-06-30$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-2,074,201
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,027,289
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,101,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,020,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$674,494
Interest earned on other investments2018-06-30$48,547
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$3,610,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,006,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$816,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$47,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,474,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,751,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30Yes
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CHARLES LSTRAUSBAUG, CPA, P.C.
Accountancy firm EIN2018-06-30251877259
2017 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,073,715
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$83,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$83,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$965,758
Value of total assets at end of year2017-06-30$5,101,490
Value of total assets at beginning of year2017-06-30$4,111,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7
Total interest from all sources2017-06-30$8,598
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,452
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$990,093
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,101,490
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,111,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$674,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$409,032
Interest earned on other investments2017-06-30$8,598
Value of interest in common/collective trusts at end of year2017-06-30$3,610,162
Value of interest in common/collective trusts at beginning of year2017-06-30$3,702,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$816,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$28,043
Net investment gain/loss from pooled separate accounts2017-06-30$55,479
Net investment gain or loss from common/collective trusts2017-06-30$13,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$965,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$83,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CHARLES LSTRAUSBAUG, CPA. P.C.
Accountancy firm EIN2017-06-30251877259
2016 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$844,403
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$60,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$60,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$823,742
Value of total assets at end of year2016-06-30$4,111,397
Value of total assets at beginning of year2016-06-30$3,327,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$783,637
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,111,397
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,327,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$409,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$291,536
Value of interest in common/collective trusts at end of year2016-06-30$3,702,365
Value of interest in common/collective trusts at beginning of year2016-06-30$3,036,224
Net investment gain/loss from pooled separate accounts2016-06-30$20,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$823,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$60,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CHARLES L STRAUSBAUGH, CPA, P.C.
Accountancy firm EIN2016-06-30251877259
2015 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$786,212
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$45,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$45,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$763,418
Value of total assets at end of year2015-06-30$3,327,760
Value of total assets at beginning of year2015-06-30$2,586,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$740,972
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,327,760
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,586,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$291,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$219,236
Value of interest in common/collective trusts at end of year2015-06-30$3,036,224
Value of interest in common/collective trusts at beginning of year2015-06-30$2,367,552
Net investment gain/loss from pooled separate accounts2015-06-30$22,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$763,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$45,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CHARLES L STRAUSBAUGH, CPA, P.C.
Accountancy firm EIN2015-06-30251877259
2014 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,429,460
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$5,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,392,547
Value of total assets at end of year2014-06-30$2,586,788
Value of total assets at beginning of year2014-06-30$1,162,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,424,394
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,586,788
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,162,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$219,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$80,103
Value of interest in common/collective trusts at end of year2014-06-30$2,367,552
Value of interest in common/collective trusts at beginning of year2014-06-30$1,082,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$36,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,392,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,066
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CHARLES L STRAUSBAUGH,CPA,P.C.
Accountancy firm EIN2014-06-30251877259
2013 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$34,369
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$8,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$8,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$12,518
Value of total assets at end of year2013-06-30$1,162,394
Value of total assets at beginning of year2013-06-30$1,136,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$26,193
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,162,394
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,136,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$80,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$53,050
Value of interest in common/collective trusts at end of year2013-06-30$1,082,291
Value of interest in common/collective trusts at beginning of year2013-06-30$1,083,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$21,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$12,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$8,176
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CHARLES L STRAUSBAUGH,CPA,P.C.
Accountancy firm EIN2013-06-30251877259
2012 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,080,176
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,071,670
Value of total assets at end of year2012-06-30$1,136,201
Value of total assets at beginning of year2012-06-30$56,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,080,176
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,136,201
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$56,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$53,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,834
Value of interest in common/collective trusts at end of year2012-06-30$1,083,151
Value of interest in common/collective trusts at beginning of year2012-06-30$53,191
Net investment gain/loss from pooled separate accounts2012-06-30$1,385
Net investment gain or loss from common/collective trusts2012-06-30$7,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,071,670
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CHARLES L STRAUSBAUGH,CPA,P.C.
Accountancy firm EIN2012-06-30251877259
2011 : CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$53,477
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$52,815
Value of total assets at end of year2011-06-30$56,025
Value of total assets at beginning of year2011-06-30$2,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$53,477
Value of net assets at end of year (total assets less liabilities)2011-06-30$56,025
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$53,191
Value of interest in common/collective trusts at beginning of year2011-06-30$2,548
Net investment gain/loss from pooled separate accounts2011-06-30$264
Net investment gain or loss from common/collective trusts2011-06-30$398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$52,815
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CHARLES L. STRAUSBAUGH,CPA, P.C.
Accountancy firm EIN2011-06-30251877259

Form 5500 Responses for CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST

2019: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CHAMBERSBURG HOSPITAL 401(A) PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664043
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664043
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664043
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9388
Policy instance 1

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