UPMC ALTOONA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN
Measure | Date | Value |
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2022 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2022 401k financial data |
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Total transfer of assets from this plan | 2022-12-31 | $4,405 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $277,875 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $277,875 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,558,334 |
Total of all expenses incurred | 2022-12-31 | $602,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $526,133 |
Value of total assets at end of year | 2022-12-31 | $14,204,070 |
Value of total assets at beginning of year | 2022-12-31 | $17,369,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $76,839 |
Total interest from all sources | 2022-12-31 | $78,502 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $245,302 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $245,302 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $277,875 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $277,875 |
Other income not declared elsewhere | 2022-12-31 | $17,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,161,306 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,926,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,091,906 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $76,839 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $9,331,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,507,197 |
Interest earned on other investments | 2022-12-31 | $78,502 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,872,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $4,862,584 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,899,243 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $526,133 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2021 401k financial data |
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Total transfer of assets from this plan | 2021-12-31 | $39,385 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $277,875 |
Total income from all sources (including contributions) | 2021-12-31 | $1,721,071 |
Total of all expenses incurred | 2021-12-31 | $1,513,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,468,942 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,141 |
Value of total assets at end of year | 2021-12-31 | $17,369,781 |
Value of total assets at beginning of year | 2021-12-31 | $16,924,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $42,760 |
Total interest from all sources | 2021-12-31 | $75,464 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $831,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $831,424 |
Administrative expenses professional fees incurred | 2021-12-31 | $21,370 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $2,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $277,875 |
Other income not declared elsewhere | 2021-12-31 | $8,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $207,228 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,091,906 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,924,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $21,390 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,507,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,709,516 |
Interest earned on other investments | 2021-12-31 | $75,464 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $4,862,584 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $5,212,406 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $805,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,468,942 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2021-12-31 | 251408703 |
2020 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $187,176 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $41,165 |
Total income from all sources (including contributions) | 2020-12-31 | $2,149,611 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $806,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $767,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $16,924,063 |
Value of total assets at beginning of year | 2020-12-31 | $15,809,202 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,681 |
Total interest from all sources | 2020-12-31 | $100,481 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $567,483 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $567,483 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Participant contributions at end of year | 2020-12-31 | $2,141 |
Participant contributions at beginning of year | 2020-12-31 | $3,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $41,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,343,202 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,924,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,768,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,709,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,173,395 |
Interest on participant loans | 2020-12-31 | $9 |
Interest earned on other investments | 2020-12-31 | $100,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $5,212,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $5,632,666 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,481,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $767,728 |
Contract administrator fees | 2020-12-31 | $38,681 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHNEIDER DOWNS |
Accountancy firm EIN | 2020-12-31 | 251408703 |
2019 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $60,988 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $41,165 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,155,372 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,319,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,273,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $15,809,202 |
Value of total assets at beginning of year | 2019-12-31 | $14,993,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,808 |
Total interest from all sources | 2019-12-31 | $132,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $419,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $419,110 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at end of year | 2019-12-31 | $3,141 |
Participant contributions at beginning of year | 2019-12-31 | $5,757 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $41,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $835,629 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,768,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,993,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,173,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,788,330 |
Interest on participant loans | 2019-12-31 | $104 |
Interest earned on other investments | 2019-12-31 | $132,145 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,632,666 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $6,199,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,604,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,273,935 |
Contract administrator fees | 2019-12-31 | $45,808 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $629,857 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-391,306 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,135,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,025,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $14,993,396 |
Value of total assets at beginning of year | 2018-12-31 | $17,150,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $109,695 |
Total interest from all sources | 2018-12-31 | $124,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $549,054 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $549,054 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Participant contributions at end of year | 2018-12-31 | $5,757 |
Participant contributions at beginning of year | 2018-12-31 | $31,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,526,824 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,993,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,150,077 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,788,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,309,294 |
Interest on participant loans | 2018-12-31 | $371 |
Interest earned on other investments | 2018-12-31 | $124,462 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $6,199,309 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $6,809,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,065,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,025,823 |
Contract administrator fees | 2018-12-31 | $109,695 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $1,463,382 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,830,529 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,960,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,912,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $17,150,077 |
Value of total assets at beginning of year | 2017-12-31 | $18,743,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $48,072 |
Total interest from all sources | 2017-12-31 | $127,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $474,638 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $474,638 |
Administrative expenses professional fees incurred | 2017-12-31 | $36,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Participant contributions at end of year | 2017-12-31 | $31,258 |
Participant contributions at beginning of year | 2017-12-31 | $85,695 |
Administrative expenses (other) incurred | 2017-12-31 | $11,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-130,193 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,150,077 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,743,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,309,294 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,584,421 |
Interest on participant loans | 2017-12-31 | $2,581 |
Interest earned on other investments | 2017-12-31 | $124,623 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $6,809,525 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $8,073,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,228,687 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,912,650 |
Contract administrator fees | 2017-12-31 | $556 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $4,926,426 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,242,005 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,537,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,537,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $18,743,652 |
Value of total assets at beginning of year | 2016-12-31 | $23,965,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $715 |
Total interest from all sources | 2016-12-31 | $4,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $463,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $463,869 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Participant contributions at end of year | 2016-12-31 | $85,695 |
Participant contributions at beginning of year | 2016-12-31 | $147,371 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-295,857 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,743,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,965,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,584,421 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,716,314 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $4,544 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $8,073,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,102,250 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $773,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,537,147 |
Contract administrator fees | 2016-12-31 | $715 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $3,350 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $82,762 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,175,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,174,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $23,965,935 |
Value of total assets at beginning of year | 2015-12-31 | $26,062,220 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,276 |
Total interest from all sources | 2015-12-31 | $7,284 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $651,279 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $651,279 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Participant contributions at end of year | 2015-12-31 | $147,371 |
Participant contributions at beginning of year | 2015-12-31 | $183,314 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $3,389 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,092,935 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $23,965,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,062,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $13,716,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,128,856 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $125,861 |
Interest on participant loans | 2015-12-31 | $7,284 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,102,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $9,321,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-575,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,299,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,174,421 |
Contract administrator fees | 2015-12-31 | $1,276 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,509,000 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,766,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,765,919 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,508,573 |
Value of total assets at end of year | 2014-12-31 | $26,062,220 |
Value of total assets at beginning of year | 2014-12-31 | $23,319,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $850 |
Total interest from all sources | 2014-12-31 | $7,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $732,710 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $732,710 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,255,155 |
Participant contributions at end of year | 2014-12-31 | $183,314 |
Participant contributions at beginning of year | 2014-12-31 | $116,778 |
Participant contributions at end of year | 2014-12-31 | $3,389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $470,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,742,231 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,062,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,319,989 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,128,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,572,543 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $125,861 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $7,115 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $9,321,265 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $8,457,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $128,623 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $131,979 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,782,700 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,299,535 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,173,143 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,765,919 |
Contract administrator fees | 2014-12-31 | $850 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,478,486 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,203,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,197,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,465,959 |
Value of total assets at end of year | 2013-12-31 | $23,319,989 |
Value of total assets at beginning of year | 2013-12-31 | $17,045,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,074 |
Total interest from all sources | 2013-12-31 | $3,525 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $451,522 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $451,522 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,270,064 |
Participant contributions at end of year | 2013-12-31 | $116,778 |
Participant contributions at beginning of year | 2013-12-31 | $73,518 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $525,435 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,274,954 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,319,989 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,045,035 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,572,543 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,300,711 |
Interest on participant loans | 2013-12-31 | $3,525 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $8,457,525 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $6,726,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,557,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,670,460 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,173,143 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $944,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,197,458 |
Contract administrator fees | 2013-12-31 | $6,074 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $429,262 |
Total income from all sources (including contributions) | 2012-12-31 | $5,784,246 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $544,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $524,377 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,755,635 |
Value of total assets at end of year | 2012-12-31 | $17,045,035 |
Value of total assets at beginning of year | 2012-12-31 | $12,234,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $20,498 |
Total interest from all sources | 2012-12-31 | $2,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $351,752 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $351,752 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,107,152 |
Participant contributions at end of year | 2012-12-31 | $73,518 |
Participant contributions at beginning of year | 2012-12-31 | $42,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $332,336 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $12,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $429,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,239,371 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,045,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,805,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,300,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,406,218 |
Interest on participant loans | 2012-12-31 | $2,604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $421,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $421,092 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $6,726,504 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $4,681,879 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $674,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,316,147 |
Employer contributions (assets) at end of year | 2012-12-31 | $944,302 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $670,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $524,377 |
Contract administrator fees | 2012-12-31 | $20,498 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $429,262 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $11,097 |
Total income from all sources (including contributions) | 2011-12-31 | $3,950,696 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $329,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $313,557 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,915,417 |
Value of total assets at end of year | 2011-12-31 | $12,234,926 |
Value of total assets at beginning of year | 2011-12-31 | $8,196,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,384 |
Total interest from all sources | 2011-12-31 | $1,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $168,757 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $168,757 |
Administrative expenses professional fees incurred | 2011-12-31 | $16,384 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,942,215 |
Participant contributions at end of year | 2011-12-31 | $42,361 |
Participant contributions at beginning of year | 2011-12-31 | $27,832 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $206,643 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $12,521 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $11,097 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $429,262 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $11,097 |
Other income not declared elsewhere | 2011-12-31 | $91,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,620,755 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,805,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,184,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,406,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,503,212 |
Interest on participant loans | 2011-12-31 | $1,250 |
Interest earned on other investments | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $421,092 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $21,802 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $21,802 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $4,681,879 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,215,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-226,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $766,559 |
Employer contributions (assets) at end of year | 2011-12-31 | $670,855 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $416,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $313,557 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $11,097 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,957 |
Total income from all sources (including contributions) | 2010-12-31 | $4,107,428 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $44,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $33,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,550,659 |
Value of total assets at end of year | 2010-12-31 | $8,196,006 |
Value of total assets at beginning of year | 2010-12-31 | $4,129,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,099 |
Total interest from all sources | 2010-12-31 | $1,634 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $208,660 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $208,660 |
Administrative expenses professional fees incurred | 2010-12-31 | $11,099 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,686,876 |
Participant contributions at end of year | 2010-12-31 | $27,832 |
Participant contributions at beginning of year | 2010-12-31 | $580 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $366,184 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $11,097 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,964 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $11,097 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,957 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,062,636 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,184,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,122,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,503,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,138,927 |
Interest on participant loans | 2010-12-31 | $1,011 |
Interest earned on other investments | 2010-12-31 | $621 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $21,802 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $104,405 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $104,405 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,215,326 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,787,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $346,475 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $497,599 |
Employer contributions (assets) at end of year | 2010-12-31 | $416,737 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $90,509 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $33,693 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |