?>
Logo

MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN Benefits

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

401k Sponsoring company profile

MAGEE REHABILITATION HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:MAGEE REHABILITATION HOSPITAL
Employer identification number (EIN):231476328
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01PETER DEANGELIS, JR.2020-04-14 PETER DEANGELIS, JR.2020-04-14
0012017-07-01CINDY TOBIN PAYNE2019-04-09 STEPHEN J. DESTEFANO2019-04-09
0012016-07-01
0012015-07-01
0012014-07-01STEPHEN DESTEFANO
0012013-07-01PATRICIA UNDERWOOD
0012012-07-01PATRICIA UNDERWOOD
0012011-07-01PATRICIA UNDERWOOD
0012009-07-01PATRICIA UNDERWOOD

Plan Statistics for MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-3080,712,056
Acturial value of plan assets2022-06-3080,712,056
Funding target for retired participants and beneficiaries receiving payment2022-06-3020,680,007
Number of terminated vested participants2022-06-30351
Fundng target for terminated vested participants2022-06-3012,270,838
Active participant vested funding target2022-06-3023,085,553
Number of active participants2022-06-30322
Total funding liabilities for active participants2022-06-3023,329,298
Total participant count2022-06-30918
Total funding target for all participants2022-06-3056,280,143
Prefunding balance at beginning of prior year after applicable adjustments2022-06-306,665,306
Amount remaining of prefunding balance2022-06-306,665,306
Present value of excess contributions2022-06-301,965,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-302,079,584
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of prefunding at beginning of current year2022-06-308,618,907
Total employer contributions2022-06-30740,200
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30706,792
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30100,000
Net shortfall amortization installment of oustanding balance2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-30706,792
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01920
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Market value of plan assets2021-06-3062,674,103
Acturial value of plan assets2021-06-3062,674,103
Funding target for retired participants and beneficiaries receiving payment2021-06-3018,836,638
Number of terminated vested participants2021-06-30357
Fundng target for terminated vested participants2021-06-3012,461,687
Active participant vested funding target2021-06-3022,699,279
Number of active participants2021-06-30332
Total funding liabilities for active participants2021-06-3022,982,257
Total participant count2021-06-30925
Total funding target for all participants2021-06-3054,280,582
Prefunding balance at beginning of prior year after applicable adjustments2021-06-308,397,288
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of prefunding balance2021-06-308,397,288
Present value of excess contributions2021-06-301,769,555
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301,869,004
Reductions in prefunding balances due to elections or deemed elections2021-06-301,800,000
Balance of prefunding at beginning of current year2021-06-306,665,306
Total employer contributions2021-06-302,102,471
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,965,766
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30600,000
Net shortfall amortization installment of oustanding balance2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-301,965,766
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01930
Total number of active participants reported on line 7a of the Form 55002020-07-01322
Number of retired or separated participants receiving benefits2020-07-01230
Number of other retired or separated participants entitled to future benefits2020-07-01342
Total of all active and inactive participants2020-07-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0126
Total participants2020-07-01920
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3061,978,834
Acturial value of plan assets2020-06-3061,978,834
Funding target for retired participants and beneficiaries receiving payment2020-06-3013,854,433
Number of terminated vested participants2020-06-30398
Fundng target for terminated vested participants2020-06-3015,562,468
Active participant vested funding target2020-06-3025,232,575
Number of active participants2020-06-30346
Total funding liabilities for active participants2020-06-3025,529,810
Total participant count2020-06-30926
Total funding target for all participants2020-06-3054,946,711
Balance at beginning of prior year after applicable adjustments2020-06-301,379,812
Prefunding balance at beginning of prior year after applicable adjustments2020-06-309,653,666
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-301,379,812
Amount remaining of prefunding balance2020-06-309,653,666
Present value of excess contributions2020-06-301,520,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301,608,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-301,450,320
Reductions in prefunding balances due to elections or deemed elections2020-06-301,749,680
Balance of prefunding at beginning of current year2020-06-308,397,288
Total employer contributions2020-06-301,891,400
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-301,769,555
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-301,769,555
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01926
Total number of active participants reported on line 7a of the Form 55002019-07-01332
Number of retired or separated participants receiving benefits2019-07-01217
Number of other retired or separated participants entitled to future benefits2019-07-01352
Total of all active and inactive participants2019-07-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0129
Total participants2019-07-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3058,900,743
Acturial value of plan assets2019-06-3058,900,743
Funding target for retired participants and beneficiaries receiving payment2019-06-3013,139,642
Number of terminated vested participants2019-06-30393
Fundng target for terminated vested participants2019-06-3014,148,289
Active participant vested funding target2019-06-3022,159,832
Number of active participants2019-06-30351
Total funding liabilities for active participants2019-06-3022,548,116
Total participant count2019-06-30927
Total funding target for all participants2019-06-3049,836,047
Balance at beginning of prior year after applicable adjustments2019-06-301,283,188
Prefunding balance at beginning of prior year after applicable adjustments2019-06-308,977,649
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-301,283,188
Amount remaining of prefunding balance2019-06-308,977,649
Present value of excess contributions2019-06-301,366,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-301,448,173
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-301,379,812
Balance of prefunding at beginning of current year2019-06-309,653,666
Total employer contributions2019-06-301,627,700
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-301,520,519
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-301,520,519
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Waived amount of outstanding balance2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
2018: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01926
Total number of active participants reported on line 7a of the Form 55002018-07-01346
Number of retired or separated participants receiving benefits2018-07-01166
Number of other retired or separated participants entitled to future benefits2018-07-01393
Total of all active and inactive participants2018-07-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0121
Total participants2018-07-01926
Market value of plan assets2018-06-3054,741,573
Acturial value of plan assets2018-06-3054,741,573
Funding target for retired participants and beneficiaries receiving payment2018-06-3011,130,456
Number of terminated vested participants2018-06-30392
Fundng target for terminated vested participants2018-06-3013,907,081
Active participant vested funding target2018-06-3020,888,223
Number of active participants2018-06-30382
Total funding liabilities for active participants2018-06-3021,426,510
Total participant count2018-06-30937
Total funding target for all participants2018-06-3046,464,047
Balance at beginning of prior year after applicable adjustments2018-06-301,140,409
Prefunding balance at beginning of prior year after applicable adjustments2018-06-307,978,714
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,140,409
Amount remaining of prefunding balance2018-06-307,978,714
Present value of excess contributions2018-06-301,293,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,374,058
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-301,283,188
Balance of prefunding at beginning of current year2018-06-308,977,649
Total employer contributions2018-06-301,466,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-301,366,072
Remaining amount of unpaid minimum required contributions2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-301,366,072
Unpaid minimum required contributions for current year2018-06-300
2017: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01936
Total number of active participants reported on line 7a of the Form 55002017-07-01351
Number of retired or separated participants receiving benefits2017-07-01166
Number of other retired or separated participants entitled to future benefits2017-07-01388
Total of all active and inactive participants2017-07-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0121
Total participants2017-07-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
Market value of plan assets2017-06-3048,474,910
Acturial value of plan assets2017-06-3048,474,910
Funding target for retired participants and beneficiaries receiving payment2017-06-309,148,674
Number of terminated vested participants2017-06-30365
Fundng target for terminated vested participants2017-06-3012,374,754
Active participant vested funding target2017-06-3021,671,450
Number of active participants2017-06-30438
Total funding liabilities for active participants2017-06-3021,959,221
Total participant count2017-06-30950
Total funding target for all participants2017-06-3043,482,649
Balance at beginning of prior year after applicable adjustments2017-06-301,145,909
Prefunding balance at beginning of prior year after applicable adjustments2017-06-308,017,197
Amount remaining of carryover balance2017-06-301,145,909
Amount remaining of prefunding balance2017-06-308,017,197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-301,140,409
Balance of prefunding at beginning of current year2017-06-307,978,714
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-301,293,718
Remaining amount of unpaid minimum required contributions2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-301,293,718
Unpaid minimum required contributions for current year2017-06-300
2016: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01949
Total number of active participants reported on line 7a of the Form 55002016-07-01382
Number of retired or separated participants receiving benefits2016-07-01146
Number of other retired or separated participants entitled to future benefits2016-07-01386
Total of all active and inactive participants2016-07-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0122
Total participants2016-07-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0111
2015: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01938
Total number of active participants reported on line 7a of the Form 55002015-07-01438
Number of retired or separated participants receiving benefits2015-07-01130
Number of other retired or separated participants entitled to future benefits2015-07-01359
Total of all active and inactive participants2015-07-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0122
Total participants2015-07-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01921
Total number of active participants reported on line 7a of the Form 55002014-07-01418
Number of retired or separated participants receiving benefits2014-07-01128
Number of other retired or separated participants entitled to future benefits2014-07-01371
Total of all active and inactive participants2014-07-01917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0120
Total participants2014-07-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01857
Total number of active participants reported on line 7a of the Form 55002013-07-01418
Number of retired or separated participants receiving benefits2013-07-01121
Number of other retired or separated participants entitled to future benefits2013-07-01360
Total of all active and inactive participants2013-07-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0117
Total participants2013-07-01916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0112
2012: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01832
Total number of active participants reported on line 7a of the Form 55002012-07-01386
Number of retired or separated participants receiving benefits2012-07-01109
Number of other retired or separated participants entitled to future benefits2012-07-01344
Total of all active and inactive participants2012-07-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0116
Total participants2012-07-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0111
2011: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01820
Total number of active participants reported on line 7a of the Form 55002011-07-01373
Number of retired or separated participants receiving benefits2011-07-01100
Number of other retired or separated participants entitled to future benefits2011-07-01343
Total of all active and inactive participants2011-07-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0115
Total participants2011-07-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2009: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01787
Total number of active participants reported on line 7a of the Form 55002009-07-01385
Number of retired or separated participants receiving benefits2009-07-0181
Number of other retired or separated participants entitled to future benefits2009-07-01332
Total of all active and inactive participants2009-07-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0113
Total participants2009-07-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfer of assets from this plan2022-06-30$69,308,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$98,049
Total income from all sources (including contributions)2022-06-30$-9,304,625
Total of all expenses incurred2022-06-30$2,127,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,125,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$740,200
Value of total assets at end of year2022-06-30$69,308,371
Value of total assets at beginning of year2022-06-30$80,838,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,883
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,234,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,234,338
Administrative expenses professional fees incurred2022-06-30$1,883
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$23,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$98,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$98,049
Total non interest bearing cash at end of year2022-06-30$37,297,390
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-11,432,276
Value of net assets at end of year (total assets less liabilities)2022-06-30$69,308,371
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$80,740,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,431,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$78,022,347
Value of interest in common/collective trusts at end of year2022-06-30$29,556,790
Value of interest in common/collective trusts at beginning of year2022-06-30$1,326,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-11,279,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$740,200
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$1,392,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,125,768
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2022-06-30222027092
2021 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$98,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$30,059
Total income from all sources (including contributions)2021-06-30$20,650,481
Total of all expenses incurred2021-06-30$2,610,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,010,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,102,471
Value of total assets at end of year2021-06-30$80,838,696
Value of total assets at beginning of year2021-06-30$62,730,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$599,945
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,055,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,055,919
Administrative expenses professional fees incurred2021-06-30$599,945
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$98,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$30,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$98,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$30,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$18,039,915
Value of net assets at end of year (total assets less liabilities)2021-06-30$80,740,647
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$62,700,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$1,616,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$78,022,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$59,492,492
Value of interest in common/collective trusts at end of year2021-06-30$1,326,239
Value of interest in common/collective trusts at beginning of year2021-06-30$284,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$17,492,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,102,471
Employer contributions (assets) at end of year2021-06-30$1,392,051
Employer contributions (assets) at beginning of year2021-06-30$1,307,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,010,621
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2021-06-30222027092
2020 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$24,142
Total unrealized appreciation/depreciation of assets2020-06-30$24,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$30,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$86,067
Total income from all sources (including contributions)2020-06-30$2,800,416
Total of all expenses incurred2020-06-30$2,101,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,098,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,891,845
Value of total assets at end of year2020-06-30$62,730,791
Value of total assets at beginning of year2020-06-30$62,087,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,207
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,174,702
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$1,174,702
Administrative expenses professional fees incurred2020-06-30$3,207
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$19,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$30,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$93,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$30,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$86,067
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$698,959
Value of net assets at end of year (total assets less liabilities)2020-06-30$62,700,732
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$62,001,773
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
Assets. partnership/joint venture interests at end of year2020-06-30$1,616,780
Assets. partnership/joint venture interests at beginning of year2020-06-30$2,379,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$59,492,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$54,767,113
Value of interest in common/collective trusts at end of year2020-06-30$284,423
Value of interest in common/collective trusts at beginning of year2020-06-30$3,722,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$452,515
Net investment gain/loss from pooled separate accounts2020-06-30$-781,720
Net investment gain or loss from common/collective trusts2020-06-30$38,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,891,845
Employer contributions (assets) at end of year2020-06-30$1,307,000
Employer contributions (assets) at beginning of year2020-06-30$1,106,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,098,250
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2020-06-30222027092
2019 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-243,265
Total unrealized appreciation/depreciation of assets2019-06-30$-243,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$86,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$19,796
Total income from all sources (including contributions)2019-06-30$4,584,164
Total of all expenses incurred2019-06-30$1,504,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,501,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,627,700
Value of total assets at end of year2019-06-30$62,087,840
Value of total assets at beginning of year2019-06-30$58,941,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,999
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,198,555
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$1,198,555
Administrative expenses professional fees incurred2019-06-30$2,999
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$19,501
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$2,529,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$93,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$28,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$86,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$19,796
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$3,079,575
Value of net assets at end of year (total assets less liabilities)2019-06-30$62,001,773
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$58,922,198
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
Assets. partnership/joint venture interests at end of year2019-06-30$2,379,000
Assets. partnership/joint venture interests at beginning of year2019-06-30$2,362,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$54,767,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$51,692,672
Value of interest in common/collective trusts at end of year2019-06-30$3,722,266
Value of interest in common/collective trusts at beginning of year2019-06-30$1,338,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,909,837
Net investment gain/loss from pooled separate accounts2019-06-30$36,343
Net investment gain or loss from common/collective trusts2019-06-30$54,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
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$1,627,700
Employer contributions (assets) at end of year2019-06-30$1,106,700
Employer contributions (assets) at beginning of year2019-06-30$991,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,501,590
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 name2019-06-30WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN2019-06-30222027092
2018 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,086,894
Total unrealized appreciation/depreciation of assets2018-06-30$1,086,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$19,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$39,474
Total income from all sources (including contributions)2018-06-30$5,518,321
Total loss/gain on sale of assets2018-06-30$1,914,841
Total of all expenses incurred2018-06-30$1,358,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,357,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,466,000
Value of total assets at end of year2018-06-30$58,941,994
Value of total assets at beginning of year2018-06-30$54,801,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,070
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,048,569
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$520,976
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$2,529,043
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$4,689,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$28,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$39,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$19,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$39,474
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$4,160,167
Value of net assets at end of year (total assets less liabilities)2018-06-30$58,922,198
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$54,762,031
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
Assets. partnership/joint venture interests at end of year2018-06-30$2,362,157
Assets. partnership/joint venture interests at beginning of year2018-06-30$2,355,664
Investment advisory and management fees2018-06-30$1,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$51,692,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$46,617,311
Value of interest in common/collective trusts at end of year2018-06-30$1,338,802
Value of interest in common/collective trusts at beginning of year2018-06-30$179,202
Net investment gain or loss from common/collective trusts2018-06-30$2,017
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$1,466,000
Employer contributions (assets) at end of year2018-06-30$991,000
Employer contributions (assets) at beginning of year2018-06-30$920,000
Income. Dividends from common stock2018-06-30$527,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,357,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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
Aggregate proceeds on sale of assets2018-06-30$7,161,820
Aggregate carrying amount (costs) on sale of assets2018-06-30$5,246,979
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 name2018-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-06-30390859910
2017 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$4,895,674
Total unrealized appreciation/depreciation of assets2017-06-30$4,895,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$39,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$17,395
Total income from all sources (including contributions)2017-06-30$7,401,767
Total loss/gain on sale of assets2017-06-30$347,440
Total of all expenses incurred2017-06-30$1,114,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,114,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,390,000
Value of total assets at end of year2017-06-30$54,801,505
Value of total assets at beginning of year2017-06-30$48,492,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$605
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$740,691
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$241,107
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$4,689,786
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$2,142,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$39,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$17,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$39,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$17,395
Other income not declared elsewhere2017-06-30$6,102
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$6,287,121
Value of net assets at end of year (total assets less liabilities)2017-06-30$54,762,031
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$48,474,910
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
Assets. partnership/joint venture interests at end of year2017-06-30$2,355,664
Assets. partnership/joint venture interests at beginning of year2017-06-30$4,399,563
Investment advisory and management fees2017-06-30$605
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$46,617,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$41,171,031
Value of interest in common/collective trusts at end of year2017-06-30$179,202
Value of interest in common/collective trusts at beginning of year2017-06-30$761,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$22,079
Net investment gain or loss from common/collective trusts2017-06-30$-219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
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$1,390,000
Employer contributions (assets) at end of year2017-06-30$920,000
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from common stock2017-06-30$499,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,114,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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
Aggregate proceeds on sale of assets2017-06-30$2,938,405
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,590,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-06-30390859910
2016 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,116,489
Total unrealized appreciation/depreciation of assets2016-06-30$-1,116,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$17,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$16,280
Total income from all sources (including contributions)2016-06-30$-252,942
Total loss/gain on sale of assets2016-06-30$93,323
Total of all expenses incurred2016-06-30$982,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$975,058
Value of total assets at end of year2016-06-30$48,492,305
Value of total assets at beginning of year2016-06-30$49,726,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,410
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$755,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$305,022
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$2,142,933
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,958,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$17,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$63,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$17,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$16,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,235,410
Value of net assets at end of year (total assets less liabilities)2016-06-30$48,474,910
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$49,710,320
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
Assets. partnership/joint venture interests at end of year2016-06-30$4,399,563
Assets. partnership/joint venture interests at beginning of year2016-06-30$4,263,964
Investment advisory and management fees2016-06-30$7,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$41,171,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$32,373,998
Value of interest in common/collective trusts at end of year2016-06-30$761,096
Value of interest in common/collective trusts at beginning of year2016-06-30$3,744,912
Asset value of US Government securities at beginning of year2016-06-30$2,760,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$9,381
Net investment gain or loss from common/collective trusts2016-06-30$4,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
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
Employer contributions (assets) at beginning of year2016-06-30$2,400,000
Income. Dividends from common stock2016-06-30$450,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$975,058
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$2,161,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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
Aggregate proceeds on sale of assets2016-06-30$6,366,271
Aggregate carrying amount (costs) on sale of assets2016-06-30$6,272,948
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 name2016-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-06-30390859910
2015 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$39,525
Total unrealized appreciation/depreciation of assets2015-06-30$39,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$16,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$224,139
Expenses. Interest paid2015-06-30$152
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$152
Total income from all sources (including contributions)2015-06-30$6,412,554
Total loss/gain on sale of assets2015-06-30$-137,232
Total of all expenses incurred2015-06-30$923,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$895,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,400,000
Value of total assets at end of year2015-06-30$49,726,600
Value of total assets at beginning of year2015-06-30$44,445,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$27,693
Total interest from all sources2015-06-30$173,717
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$801,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$796,395
Administrative expenses professional fees incurred2015-06-30$1,356
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,958,277
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,877,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$63,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$67,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$16,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$224,139
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$5,489,082
Value of net assets at end of year (total assets less liabilities)2015-06-30$49,710,320
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$44,221,238
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
Assets. partnership/joint venture interests at end of year2015-06-30$4,263,964
Assets. partnership/joint venture interests at beginning of year2015-06-30$1,938,101
Investment advisory and management fees2015-06-30$26,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$32,373,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$29,180,936
Income. Interest from US Government securities2015-06-30$75,451
Income. Interest from corporate debt instruments2015-06-30$98,266
Value of interest in common/collective trusts at end of year2015-06-30$3,744,912
Value of interest in common/collective trusts at beginning of year2015-06-30$1,226,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$2,760,118
Asset value of US Government securities at beginning of year2015-06-30$2,317,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$133,163
Net investment gain or loss from common/collective trusts2015-06-30$1,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
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$5,400,000
Employer contributions (assets) at end of year2015-06-30$2,400,000
Employer contributions (assets) at beginning of year2015-06-30$1,500,000
Income. Dividends from common stock2015-06-30$5,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$895,627
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$2,161,603
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,412,977
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$3,924,322
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
Aggregate proceeds on sale of assets2015-06-30$5,433,882
Aggregate carrying amount (costs) on sale of assets2015-06-30$5,571,114
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 name2015-06-30CITRINCOOPERMAN & COMPANY, LLP
Accountancy firm EIN2015-06-30232428965
2014 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$959,301
Total unrealized appreciation/depreciation of assets2014-06-30$959,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$224,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$238,312
Total income from all sources (including contributions)2014-06-30$9,753,031
Total loss/gain on sale of assets2014-06-30$63,693
Total of all expenses incurred2014-06-30$849,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$794,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,700,000
Value of total assets at end of year2014-06-30$44,445,377
Value of total assets at beginning of year2014-06-30$35,555,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$54,699
Total interest from all sources2014-06-30$158,935
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$598,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$575,595
Administrative expenses professional fees incurred2014-06-30$1,619
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,877,861
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$1,728,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$67,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$133,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$224,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$238,312
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$8,903,886
Value of net assets at end of year (total assets less liabilities)2014-06-30$44,221,238
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,317,352
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
Assets. partnership/joint venture interests at end of year2014-06-30$1,938,101
Assets. partnership/joint venture interests at beginning of year2014-06-30$1,741,577
Investment advisory and management fees2014-06-30$53,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$29,180,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$23,518,285
Income. Interest from US Government securities2014-06-30$63,707
Income. Interest from corporate debt instruments2014-06-30$95,228
Value of interest in common/collective trusts at end of year2014-06-30$1,226,041
Value of interest in common/collective trusts at beginning of year2014-06-30$1,396,377
Asset value of US Government securities at end of year2014-06-30$2,317,289
Asset value of US Government securities at beginning of year2014-06-30$1,829,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,270,764
Net investment gain or loss from common/collective trusts2014-06-30$1,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
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$3,700,000
Employer contributions (assets) at end of year2014-06-30$1,500,000
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from common stock2014-06-30$22,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$794,446
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,412,977
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$1,797,623
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$3,924,322
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$3,410,748
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
Aggregate proceeds on sale of assets2014-06-30$3,404,004
Aggregate carrying amount (costs) on sale of assets2014-06-30$3,340,311
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 name2014-06-30CITRINCOOPERMAN & COMPANY, LLP
Accountancy firm EIN2014-06-30232428965
2013 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$905,852
Total unrealized appreciation/depreciation of assets2013-06-30$905,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$238,312
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$6,838,650
Total loss/gain on sale of assets2013-06-30$-88,923
Total of all expenses incurred2013-06-30$788,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$743,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,800,000
Value of total assets at end of year2013-06-30$35,555,664
Value of total assets at beginning of year2013-06-30$29,266,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$44,832
Total interest from all sources2013-06-30$142,038
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$609,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$558,803
Administrative expenses professional fees incurred2013-06-30$1,408
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$1,728,400
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,930,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$133,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$38,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$238,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,050,506
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,317,352
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$29,266,846
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
Assets. partnership/joint venture interests at end of year2013-06-30$1,741,577
Assets. partnership/joint venture interests at beginning of year2013-06-30$2,371,016
Investment advisory and management fees2013-06-30$43,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$23,518,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$18,296,236
Income. Interest from US Government securities2013-06-30$57,012
Income. Interest from corporate debt instruments2013-06-30$85,026
Value of interest in common/collective trusts at end of year2013-06-30$1,396,377
Value of interest in common/collective trusts at beginning of year2013-06-30$463,339
Asset value of US Government securities at end of year2013-06-30$1,829,440
Asset value of US Government securities at beginning of year2013-06-30$1,686,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,468,172
Net investment gain or loss from common/collective trusts2013-06-30$2,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
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$2,800,000
Income. Dividends from common stock2013-06-30$50,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$743,312
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$627,190
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$1,797,623
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,192,720
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$3,410,748
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$2,661,425
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
Aggregate proceeds on sale of assets2013-06-30$4,970,644
Aggregate carrying amount (costs) on sale of assets2013-06-30$5,059,567
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CITRINCOOPERMAN & COMPANY, LLP
Accountancy firm EIN2013-06-30232428965
2012 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-88,617
Total unrealized appreciation/depreciation of assets2012-06-30$-88,617
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$2,897,913
Total loss/gain on sale of assets2012-06-30$-645,864
Total of all expenses incurred2012-06-30$753,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$697,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,400,000
Value of total assets at end of year2012-06-30$29,266,846
Value of total assets at beginning of year2012-06-30$27,122,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$55,997
Total interest from all sources2012-06-30$150,901
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$410,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$382,252
Administrative expenses professional fees incurred2012-06-30$1,126
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,930,664
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$873,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$38,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$46,420
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$2,144,778
Value of net assets at end of year (total assets less liabilities)2012-06-30$29,266,846
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$27,122,068
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
Assets. partnership/joint venture interests at end of year2012-06-30$2,371,016
Assets. partnership/joint venture interests at beginning of year2012-06-30$2,483,659
Investment advisory and management fees2012-06-30$54,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$18,296,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,744,645
Interest earned on other investments2012-06-30$1,027
Income. Interest from US Government securities2012-06-30$50,764
Income. Interest from corporate debt instruments2012-06-30$99,110
Value of interest in common/collective trusts at end of year2012-06-30$463,339
Value of interest in common/collective trusts at beginning of year2012-06-30$458,848
Asset value of US Government securities at end of year2012-06-30$1,686,018
Asset value of US Government securities at beginning of year2012-06-30$1,346,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$669,340
Net investment gain or loss from common/collective trusts2012-06-30$1,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
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$2,400,000
Income. Dividends from common stock2012-06-30$28,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$697,138
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$627,190
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,192,720
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$2,068,953
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$2,661,425
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$8,099,619
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
Aggregate proceeds on sale of assets2012-06-30$9,344,126
Aggregate carrying amount (costs) on sale of assets2012-06-30$9,989,990
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 name2012-06-30CITRINCOOPERMAN & COMPANY, LLP
Accountancy firm EIN2012-06-30232428965
2011 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,444,186
Total unrealized appreciation/depreciation of assets2011-06-30$1,444,186
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$6,003,593
Total loss/gain on sale of assets2011-06-30$561,124
Total of all expenses incurred2011-06-30$673,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$602,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,650,000
Value of total assets at end of year2011-06-30$27,122,068
Value of total assets at beginning of year2011-06-30$21,791,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$70,721
Total interest from all sources2011-06-30$129,724
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$393,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$301,519
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$873,906
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$791,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$46,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$42,625
Administrative expenses (other) incurred2011-06-30$326
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$5,330,080
Value of net assets at end of year (total assets less liabilities)2011-06-30$27,122,068
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$21,791,988
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
Assets. partnership/joint venture interests at end of year2011-06-30$2,483,659
Assets. partnership/joint venture interests at beginning of year2011-06-30$2,153,676
Investment advisory and management fees2011-06-30$70,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,744,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,782,317
Interest earned on other investments2011-06-30$904
Income. Interest from US Government securities2011-06-30$37,316
Income. Interest from corporate debt instruments2011-06-30$91,506
Value of interest in common/collective trusts at end of year2011-06-30$458,848
Value of interest in common/collective trusts at beginning of year2011-06-30$546,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-2
Asset value of US Government securities at end of year2011-06-30$1,346,018
Asset value of US Government securities at beginning of year2011-06-30$844,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,824,160
Net investment gain or loss from common/collective trusts2011-06-30$1,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
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$1,650,000
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$1,550,000
Income. Dividends from common stock2011-06-30$91,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$602,792
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$2,068,953
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,777,668
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$8,099,619
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$9,302,557
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
Aggregate proceeds on sale of assets2011-06-30$7,892,660
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,331,536
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 name2011-06-30CITRINCOOPERMAN COMPANY, LLP
Accountancy firm EIN2011-06-30232428965
2010 : MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN

2021: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 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 – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 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 – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 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 – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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 – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: MAGEE REHABILITATION HOSPITAL DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3